Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
There is an "org contact name" field available in profile reports. This field pulls in the primary contact name on an organization profile. I was just able to create a check to the organization without the name printing on the check. If someone feels this is not working correctly, please let me know.
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Wanda Willis commented
Org contact name is different than primary contact for an organization. Org contact is on the org profile while primary contact is a whole separate profile that is linked to the org. I want to be able to pull the profile marked as primary contact to the org which does not seem to be a reportable field from what I have found.
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Alex commented
besides the check printing, the biggest issue is not being able to use the "primary contact" designation as a filter or criteria to pull reports, build campaigns, etc. I need to be able to pull a report that has the profiles assigned as primary contacts to grantee organizations or attended an event and the primary contact on an org.
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Tess Martin commented
This would be incredibly helpful.
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David Galvin commented
This is very much needed. Thank you!
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Blunt, Victoria commented
This would be vital to our operations!