Scenario
The customer would like to include the Customer/Company Name related to the Contact Recipient of their Marketing Campaign.
Solution
Using an Administrator role:
- Navigate to Lists > Search > Saved Searches > New
- On 'New Saved Search' page, select 'Campaign'
- Enter desired Search Title
- Enter desired Criteria
- Under Results tab, add all necessary fields
- Add a Formula (Text) field with the formula: "SUBSTR({campaignrecipient.altname},0,INSTR({campaignrecipient.altname},':')-2)"
- Change the Formula (Text) field's Label to 'Company'
- Save Button: Hover-over the Arrow Down
- Click Save & Run
Your Saved Search should now return the Customer/Company name the Contact Recipient is related to.