Apr 23

The ability to identify my contacts with a selection

3 comments

I addition to identifying contacts by who is assigned to me as a Primary Team member allow me to identify additional prospects with a selection. For example, our CEO not only wants his campaign assignments but also donors $5,000 plus and select committee members.

Thanks Paul, we will get this added to the roadmap. I will let you know when it will be delivered.

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  • Be able to add an organization while adding a relationship.
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