Batchbook affiliations connect contacts in meaningful ways. We see all sorts of uses for them. Maybe you need to link together customers who have been referred with their referrers. Or perhaps you need to keep track of spouses, parents, kids, students, teachers and more.
It’s often helpful to export those contacts out into a spreadsheet so you can report on your affiliations. We’ve made that export more useful. We now include each affiliation in it’s own column with a header that matches the affiliation type. This lets you do some quick sorting of your affiliations.
Have more than one affiliation on a contact? We have that covered. You’ll see a new column for each unique affiliation type.
This lets you better organize your affiliated contacts. Use the export to discover how your contacts are connected. Find your best referral partners. Build classroom or team lists, and more.
How do you use affiliations? How will this update help you?