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Maia Raposo (Waterkeeper Alliance) 님이 #MicDrop에 질문했습니다

I'm trying to run a report that will allow me to see contact details, while still separating it by opportunity. If I run an opportunity report, I'm only able to get the primary contact name. I'd like to be able to see all of the primary contacts details as if I was pulling a contact report, but by searching by their donation history. Is this possible?

@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators
답변 4개
  1. 2016년 8월 3일 오후 8:04
    Or maybe try the Opportunities with Contact Roles report type and filter for Primary equals TRUE to make sure you're only getting hard credit and not any soft credit donors?
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