We are a small organization using Nonprofit Success Pack.. How do I pull a report of selected/active contacts that shows the unique salesforce ID that shows in the search bar of my browser when I have pulled up a specific contact? The use case is to batch upload attendance to a campaign/event.
The feature that matches by email or by name in nonprofit success pack has been broken for 2 years, with the only batch upload that is functional being the unique salesforce ID. However, this means I need to go to each contact and copy/paste their salesforce ID into a csv before I can batch upload the attendance into the campaign. There has to be a better way than this! Please assist.
#Data Management #Nonprofit Success Pack #Campaigns
Hi, Create a report, Select 'Accounts and Contacts', set your filters. Include the Contact ID column in the report. Save it. Run and Export it.
