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
  • Attach files
      Drop here to upload
    • 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.