Add relationships to the fields you can filter on, as well as, Date From/Date To

We track members of our boards in affiliate groups (org record). We risk the chance of not seeing all "current" members if the list is static.

  • Guest
  • Apr 16 2020
Relationships
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  • Susan Swann commented
    April 17, 2020 19:50

    Contact Type would be a useful filter - when emailing orgs, we may not want to send to all individuals marked as "employee", but only to those marked Primary Contact, or Event Contact...

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  • Guest commented
    April 16, 2020 18:51

    I vote for the ability to create a dynamic list in NXT to be used by prospect research.

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