How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation?
I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset separately (People vs. Orgs) I'd love to know if anyone else has figured out a way to do this. Being able to filter by some of our custom fields and then have a dataset that shows at a glance both Org and People info is what we're ultimately after.