Make Solicitor-Center Export Possible by Type and Fund Assignment

Half hour on the phone with support. It was concluded that it is impossible to export a list of solicitors to a specific fund or solicitor type. How can this be possible? Every field in the system should be exportable and filterable, but especially solicitor assignments. What can be more common of a request than asking for a list of current solicitors for any given fund?

  • Guest
  • Oct 11 2013
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  • Guest commented
    December 08, 2017 12:37

    I've been trying to include find canvassers/solicitor on a gift export. All other fund fields are available so it seems crazy that only this one isn't!

  • Guest commented
    March 18, 2016 01:06

    Noah - have you tried just exporting the solicitor analysis report (under analytical reports)? That's how I generate list of solicitors, their assignments, results for a specific fund. Don't have all the options of "Export" but gets the basics.