View Deal and Contact Properties in One Report
We require the ability view/export one report or list that combines properties from both contacts and deals. I'm confused as to how this basic functionality is not currently available.
Currently, we have to export our contacts and deals separately and then combine them in Excel. However, there is no unique key to utilize when performing the join. The deal export only provides the "Associated With" field. This is in a different format from the Contact properties (First Name, Last Name, Company). Additionally, we have many contacts that have the same name (ie - John Smith), which is very problematic when using this work-around.