I'm wanting to email a group of customers... I want to email their "main" email as well as their contact(s) emails. I can't figure out how I'd return this correctly in a saved search. I can do a customer search and then add a result of "Contact... Email Address" but then the main email address won't show in the same column. Any ideads?

kinda redundant but possibly simple solution would be to recreate the main customer as a contact to itself?

this should also be possible in the search itself. Main Line = Either, then a formula saying if main line show the customer email and if not main line show the contacts email

try Entity...contacts and Customers are both Entity (but so is Vendor)

@C_Billings I think I'm leaning this route

that field is deprecated? not sure what that means for longevity of this

@AFL yeah I see that. This is just a one time project so as long as it works for the time being, I should be good

@AFL which field is deprecated?

^Primary Type is depreciated

No - grouping your results won't change it from sending more than once if the workflow enters more than once.

good to know, thanks

Set up a saved customer search. Use these for your results. Name = Company Name (default). Email = main email address linked to the customer record. Then include the contact specific fields as such and group by Name.