Get List By Custom Associated Label

[MGargano]

I created a 1:1 Company:Contact custom associated label Primary Contact, here is the association in Company and Contact objects

My goal is to get a list of companies that have an associated primary contact and their info (associated primary contact name and email is fine)... 

I am trying to filter "Companies" with "Primary Contacts" or even "Primary Contacts" that are associated as a "Primary Contact" for a company, and I do not see the ability to do so.... what am i doing wrong?

  

 

[franksteiner79 · Accepted solution]

Hi @MGargano 

You were on the right track.

You simply have to select a filter (I always go for "Record ID" = is known, that simply means does an associated record exist, and then adjust by association label. See screenshot below:

I hope that helps.

Frank