Orion Integration Report
There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.
35
votes
William
shared this idea
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Daniel
commented
I would like to see the Orion Household ID added as an option in the Custom Export Template.
This is also the same suggestion as this: https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/39661744-orion-integration-reporting
They should be merged.