Sample View: List Account Emails

To create an e-mail list for only one Account, create an Account View that includes Display Fields you need to see. If you want to export information for all Accounts, you may want to do that via the Contacts page, Settings > Account > Contacts.

  1. Go to Settings > Account > Accounts.
  2. Click the Options button from the top navigation.Account View options
  3. Remove any Display Fields you don't need by clicking on the minus icon in a circle to the right of that Field name.

  4. Click the + icon to the right of Display Fields to add Fields. Include Fields like Account Name, Account Contact- Contact Name and Account Contact-Email. Click Apply.

    Select display fields

  5. Edit the Rows per page to display the number of rows you want to see.
  6. Add the + button across from Filter to add a Filter for which Account you want to see. You can select multiple Accounts. Click Save.
  7. Click Apply.
  8. Depending on the Display Fields you choose, your View may vary from the one below.List of email for one account only
  9. To Export your View to Excel or Google Sheets, see Related Articles below.

Still need help? Contact Us Contact Us