I need to pull all contacts and their info that are entered as my boss's acquaintances. I can do that, but I can't figure out how to include those people's primary organization, i.e. where they work and what their role is. Does anyone know how I might get this? Purpose is to export into his Outlook. Thanks!
@Nonprofit Success PackRight, so when you're creating a new report, what type of report are you choosing? Are you selecting "Contacts with Relationships and Related Contacts"? Or is it another type? If it's another type, then I believe you should try to search for the aforementioned report type to choose when creating this report.
From there you should have "Affiliations" on the left-hand column as a value that you can search for and pull into your report columns. You should then be able to create a filter, on the criteria that you want to segment out.
It would help if you could post a screenshot of your report as it's been constructed, the first page where you're editing your report with all the filter criteria.
