Pull A Report Of Vendor Emails

Alexa Fife
Alexa Fife
Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Has anyone been able to utilize reporting or query to create a document that will lists a vendors name and email address. I find it strange that I can't find a way to gather emails so that we can send mass emails to vendors without having to look up each vendors email address.

Any help would be greatly appreciated.

Comments

  • Chris Uzun
    Chris Uzun
    Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge

    @Alexa Fife

    Hi Alexa,

    My suggestion would be to access the Vendors option in the Payables module, ensure that all your filters are cleared so that all vendors appear, then click the Export button on that page which will give you a full listing of all your vendors and their information in Excel format. This will then allow you to further add a filter to sort by vendor email addresses. There may be a better, more official way, however I have found this to be useful!

  • Alexa Fife
    Alexa Fife
    Name Dropper Participant Facilitator 1

    @Chris Uzun Thank you Chris, this is most helpful!

  • James Wilkins
    James Wilkins
    First Anniversary Facilitator 1

    I'm also trying to get a report of all vendors with and without email addresses. I can't figure out a way to get secondary (or tertiary) contact information to show using the method @Chris Uzun suggested. I know there are emails in the system, I just can't get them onto a list. Any suggestions?

Categories