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Status Already exists
Workspace Case Management
Categories User Report
Created by Guest
Created on Jan 11, 2021

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report.

The only thing I see currently as a option for reporting is the Informant and Primary Purchaser. I think this is a great idea especially since we already gather that information in Passare.

Please let me know if there is any other information that you need.

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  • Admin
    Daniell Jara
    Jan 15, 2021

    Good news! We already have the ability to do this in our User Reports feature. Here's how you do it:

    1. Run a User Report for Family & Friends and select the email address field.

    2. If you only want to include the NOKs, make sure and add that filter as shown below.