1. Click Queries
  2. Click Manage Queries
  3. Select the Category where you'd like to store this query
  4. Click New Custom Account Query
  5. Fill in a name for the query
  6. In the Data Return Type drop down menu, select Related Accounts
  7. In the first Relationship Info drop down menu, select the relationship type you use to connect the accounts (for example, Board Member/Contact)
  8. In the second Relationship Info drop down menu, select the side of the relationship, you'd like to see (for example, we can select Contacts so that we see the names of all the Contacts connected to the Board Member)
  9. Click Add Account
  10. Search for and click on the name of the person for whom you'd like to find the related accounts (for example, in the situation of a Board Member/Contact relationship, we would enter the Board Member's name)
  11. Close the pop-up search window
  12. Click Save and Preview
Please note, in Step 10 above, we can include multiple names. For example, if you'd like to search for the Contacts for all your Board Members, you would search for and click on each Board Members' name.