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.
16
votes
Wanda Willis
shared this idea
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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!