Add fund query as an option when exporting a fund relationship

When exporting fund relationships, I am usually looking at a specific group of funds. The fund relationship out of a constituent export does not give you any additional options besides choosing individually which funds you want the relationships for. Manually picking the funds is not a good option for us. It would also be nice to have options like what the relationship or reciprocal is because sometimes we are wanting fund contacts and sometimes we are looking for scholarship recipients.

  • Guest
  • Apr 2 2014
  • Attach files
  • Guest commented
    August 10, 2019 02:14

    This would definitely be beneficial and would prevent users from having to manually enter hundreds of funds.  Also would be great to have constituent fields available from the fund export.