Pull Contact Name from Proposal/Opportunity

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Adelle Mantle
Adelle Mantle
Fourth Anniversary Kudos 1 Name Dropper Facilitator 1
in SKY Developer General Discussions

How do I pull the name of the contact listed on the Proposal/Opportunity? I've used List Constituent Relationships but it doesn't pull the one listed on the Proposal/Opportunity.

Thanks!

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  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 Name Dropper Participant

    Hi @Adelle Mantle - I don't think this is possible in a straight-forward sense, you will likely need to do a work around as “Contact” is listed on a Database View Proposal but not on a Web View Opportunity. The connectors with Power Automate are only able to look for information that exists within Web View.

    You may be able to work around this if there is an area of the Org/Ind Contact Relationship that contains corresponding information such as “Contact Type”. Additionally, you could link to an exported file to get this information as well but that can be much more complex and may not be worth it for only this singular piece of information.

  • Matt Thacker
    Matt Thacker
    Fourth Anniversary Kudos 3 Name Dropper Participant

    Adelle Mantle:

    How do I pull the name of the contact listed on the Proposal/Opportunity? I've used List Constituent Relationships but it doesn't pull the one listed on the Proposal/Opportunity.

    Thanks!

    @Adelle Mantle I haven't worked with Proposals and Opportunities much but I just created an opportunity and typed in a name that wasn't in our database to make sure I was pulling the right name value. Is that what you're looking for?

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  • Adelle Mantle
    Adelle Mantle
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    Hi, Matt:

    Unfortunately, that pulls the name of the proposal. I'm looking for the name of the contact.

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  • Adelle Mantle
    Adelle Mantle
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    Thanks, Austen. I'm already pulling the contact type from the List Constituent Relationships functionality, but that doesn't always correspond to the contact listed on the proposal.

    Do you happen to know if Blackbaud will be adding the contact field to Opportunities in web view? If not, do you know where I can submit this product request?

    Thanks!

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 Name Dropper Participant

    Hi Adelle - The best place to submit this idea would be in the RE NXT Idea Bank. Once you've added your idea, let us know what you titled it so we can show support by voting for it.

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