2 results found
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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.
18 votesThere 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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Please have a report for Custom Fields Donations
Please have a way when you choose Custom Fields then ID you can pull a report from that particular field. Very important when we enter donations during GIFT Matching.
9 votesCustom fields are available as both fields in a report and as filter options. Please search for a custom field name to see the fields/filters. This should satisfy this request. If not, please reply.
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