Company Primary contact as basic output option for other Query types

When running gift queries, I often need to have the company primary contact as well as the company name. Unfortunately there is only an indirect way to do it, and you can't specify only primary contacts so it creates several duplicates in the query. The reason it's needed for gift queries, is that often these are run to see what people still haven't payed off. As such, a contact name is required if you're going to contact them, or even look over a list.

My suggestion would be to either:
Have "primary contact name" through relationships for a business be a basic output or at least able to be specified instead of just displaying all relationships and a separate column indicating type (would only create duplicates if for some reason you mark more than one person as a primary contact), OR

Have a primary contact field on the first page of an organization the way one would with "spouse" always clearly displayed, and always have it as something that can be shown in queries with an organization name.

  • Guest
  • Jul 21 2020
  • Attach files