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Housekeeping of contacts/organisation

Can you tell me if there is a simple way to get a list of organisations that do not have employees attached?

Also vice versa, contacts that are not attached to an organisation?

Tracy Jerram

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Hi Tracy,

Thanks for your question. At present there is not a report to do this. We understand that it is a limitation, so we are currently speccing out a search function that will enable users to search across connections. This will allow for such searches like the one you describe above.

We hope to update you with progress on this functionality over the next month.

Clare Bourne
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