If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Contact List - Add 'Important Contacts' and 'Linked Contacts' as Contact Attribute

Kbersh Posts: 10 ✭✭

Needed to pull a report for Businesses to ensure all Businesses had an Individual attached (and that said individual had a certain Tag). Contact list does not allow you to include Important Contacts or Linked Contacts even though they are reflected on the CanopyTax file.

2 votes

New Idea · Last Updated


Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!