Very nice, thank you! That will rely on SFDC account owners making sure that new contacts have that field (whatever it ends up being) marked as true in order to qualify for the rec...
One follow up question, if you don't mind. This method will onboard any contact under that account at the time that value changes. What would you recommend setting up for new conta...
Sanford, I've got some time from 9-10am MDT tomorrow, if that works. After that, it's basically Halloween craziness, but if that time works for you, I'd be happy to hop on join.me....
Using Chrome. I just got off the phone with support, and they think it's an issue of having multiple records, like you suggested. I checked that my record that was updating was in ...