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Exporting all contacts for organizations with option to filter the organizations

I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.

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Nathalie Lowenthal-Savy shared this idea  ·   ·  Report…  ·  Admin →
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  • Robin Grossman commented  ·   ·  Report

    I was trying to create this same report just now and wondered why I wasn't able to include additional contacts in the report, rather than just the primary and one other contact. Nathalie, did you figure out a way to do this?

  • Maneesh Kumar commented  ·   ·  Report

    I would like to be able to export/run a report all contacts associated with an organization. Currently you can only export the primary contact and contacts associated with a request. But we will often add contact information for administrative assistants or other institutional personnel. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.