I need to make a list of constituents that all have the same step assigned to them but when I pull the Step Detail Report it does not pull Constituent ID numbers! Any advice on how to capture this group?
Sara Young
Development Manager
Rockport Music
syoung@rockportmusic.org
Sara -
In List Manager, there should be a list criteria element of "Step Type" (on the left side under the "Plans" folder) that would allow you to create your list directly, without needing to run a report. Hope that helps!
Beth
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BETH GILLILAND
Documentation and Product Specialist
Tessitura Network