Adding field to exporting results
Melissa Paredes
Member Posts: 1 VERIFIED MEMBER
I was interested in adding a filter when exporting Organization data. As certain organizations are linked together, it would be a good idea to be able incorporate the "Related Organizations" field along with the other related information that pertains to an organization.
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I second this! The feature when in use in the CRM is really helpful, but to not be able to create a filter and use to create segmented databases makes the feature pointless. Its great to be able to link organisations together but then you really need better visibility on them
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