Adding field to exporting results

Melissa Paredes
Melissa Paredes Member Posts: 1

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. 



1 votes

· Last Updated -


  • Edie Mew
    Edie Mew Member Posts: 170
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited July 2022 #2

    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