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