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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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!