Adding additional columns for Request-search view (Primary Contact first name)

When generating a view for a request search there are cetain fields available from the grantee organization, such as "Primary Contact Name", but these usually contain Prefix/first/last name.

Some clients would like to see more options here. For example, some may just want to see the Grantee Org Primary contact first name in a column rather than the prefix > First > Last.

  • Eric Snoddy
  • Apr 3 2023
  • Already exists
  • Attach files
  • David Slavin commented
    April 04, 2023 10:25

    Hi Eric

    When in 'Edit Columns' for Requests you can change the field selection drop-down to 'Primary Contact' and there you will have access to add just First Name or Last Name to your view.


    Hope that helps!

    David