Scenario: Membership by organization - each organization has at least one contact person that is an individual that has contact permissions.

I want to send an email to each member organization's email and each individual that has edit privileges for those member organizations.

  • 2
    Have you tried the Reports - Contact Reports - Relationships report? It might get you close, and then you can add the results to a group and send the group an email. – Demerit Sep 11 '19 at 19:41
  • So I added all the organizations with membership to a group. Unfortunately you cannot say Contact A is in a group & Contact B has permission to edit Contact A but is not in that group. If there was a membership filter or contact A/B group filter - I think this could work. – themak Sep 11 '19 at 22:06

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