Preferred Phone in a Report

Marge Nolle

I have a bi-weekly gift report that we use to contact donors and I would like to use the preferred phone number on the report.  It isn't an option on tab #6 of reporting where you pick what type of address and/or phone.  Does anyone know of a way around this?

Dariel Dixon

This seems to be a problem resulting from the removal of phone numbers from addresses.  When this report was first utilized, phone numbers were tied to the address, and not separate.  Now that phone numbers have been taken out and can have independent switches for primary, this report hasn't been updated with that functionality.  I had not realized it before, but it's worth putting an idea in the idea bank.  As far as a workaround, the first thing that comes to mind is that you may want to create a rule to always have the primary phone number listed first, as you can then sort by first phone number found.

Marge Nolle

Thank you !