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.
Wanda Willis
shared this idea
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Sarah Knoch
commented
Also agree with Jenny Praytor's comment. We need to have a way to have a primary contact for different departments! We have an option for a pay address, but it is still addressed to the primary contact instead of the person handling payments. It causes a lot of extra work.
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Jenny Praytor
commented
It would also be GREAT if there were a way (toggle switch or something similar) to NOT have that primary contact name on the address. We also find different departments have different "primary" contacts (checks need to go to accounting contact; letters need to go to ED or CEO, etc).
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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!