Select contacts from specific customers


We want to select contacts from customers which fulfill one or several criterias from customers for a newsletter.

For example:

  • Customer is in territory …
  • Plus Customer is from customer-group …
    → select all contacts with mail-address from above selected customers

How could we solve that with ERPNext?

Many thanks for your help.

You can create multiple filters by clicking on add filter or you can use a standard filter, then export customer and get an email address, else you can develop feature is email group to get contact of a specific condition if you want to use automation to send newsletter.