Nick W.
05/06/2026, 5:15 PMCeligo AI
05/06/2026, 5:15 PMAI generated answer (using internal Slack threads):To create a customer saved search that displays all email addresses of all customers and contacts in one column, and ensures that the customer email is shown when there are no contacts, you can follow these steps: 1. Create a new Customer Saved Search. 2. In the Criteria tab, set the Main Line to Either. This will allow the search to return both the main customer record and any related contact records. 3. In the Results tab, add a new Formula (Text) field. This formula will check if the main line is true (i.e., it's the customer record), and if so, it will return the customer's email. If the main line is not true (i.e., it's a contact record), it will return the contact's email. The formula would look something like this:
CASE WHEN {mainline} THEN {email} ELSE {contact.email} END
4. Make sure to exclude contacts without an email address in your criteria. You can do this by adding a new criteria where Contact...Email is not empty.
This should give you a list of all customer and contact emails in one column. If a customer has no contacts, their email will still be shown. Contacts without an email address will not be returned.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
05/06/2026, 5:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848632812
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829528809
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820617676
Celigo AI
05/06/2026, 5:16 PM