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Contacts and their Assigned Staff

How to pull a report of contacts with assigned staff

Angela Lim avatar
Written by Angela Lim
Updated over 6 years ago

If you would like to see who is the Assigned Staff for your all of your contacts, you can easily pull this information in the Report Builder.

Navigate to the Report Builder and click the + next to Person, then Basic fields. Add in Unique ID, First Name and Last Name. 

Scroll down the list of Basic fields until you find the field Assigned to. Click this box next to the field and notice the column gets added to the report to the right.

From here, you can filter the list by:

1. Only the contacts who have an assigned staff member

2. Contacts who do not have an assigned staff member

3. Contacts who have a particular staff member assigned

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