Author Topic: Searching for number of relationships (Read 236 times)

groston · February 07, 2015, 11:48:51 am

I would like to do some database cleanup and so doing would be greatly facilitated if I could search on the number of relationships. Example of desired searches include:

contact type: organization AND number of relationships: 0
contact type: individual AND number of relationships: >1

How can I do this?

Thank you.

ayduns · February 09, 2015, 03:46:42 am

Not exactly what you're asking for since this does not give you a count of relationships, but if you just need to know 0 vs >=1 relationships then this might help:

In Advanced Search, select the contact type to Individual, then open the Relationships section. Don't change anything and Search. That gives you all individuals with an active and current relationship (of any sort).

You could put those in a group "Indiv with Rel" (maybe a smart group if you want to repeat the exercise in your cleanup process), and then a second group with all Individuals ("All Indiv") and use the Include/Exclude search under Custom Searches. Include "All Indiv", exclude "Indiv with Rel" and you have those with no relationships.

Dave Greenberg · February 09, 2015, 11:53:37 am

Have you tried using the Relationships report (under Contact Reports), filtering by contact type. You can export the results to CSV for more control.

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Author Topic: Searching for number of relationships (Read 236 times)

groston

Searching for number of relationships

ayduns

Re: Searching for number of relationships

Dave Greenberg

Re: Searching for number of relationships