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 Administrators4 个回答
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?