Allow filter in export on field 'Constituent pays Tax''

Supporters can have more than one Gift Aid Declaration as they switch from paying tax to not paying tax. There should be only one record with End Date = blank and this should be the one we export when doing any mailing. However, there is no filter so I have to manipulate the data outside RE, e.g. by doing one export with all other fields and then a second export based on query Declaration end date = blank. Then I combine the information. It should be possible to filter the output field to get the right record. RE defaults to the earliest Declaration record which is invariably not the active one

  • Guest
  • Jun 22 2012
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  • Guest commented
    June 21, 2018 14:54

    This is such an important field. Please enable this so that the organization can be confident in RE mailing export requiring the current gift aid status especially where multiple entries exist.

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  • Guest commented
    March 17, 2016 23:53

    Hi ShelaghK

    I am Product Manager for The Raiser's Edge in the UK. Would you be able to email me at azadi.sheridan@blackbaud.co.uk so that I can find out more?

    Many thanks!

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  • Guest commented
    March 17, 2016 23:53

    this would be a really useful addition to the export function - we have supporters who fill in multiple gift aid declarations and how move in and out of begin tax payers. We need a quick and easy way of pulling out the latest information that they have given us

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  • Guest commented
    March 17, 2016 23:53

    We have mailings with inserts which vary according to the current Gift aid declaration status of the donor. It would be great to have a filter to either pick out the latest GAD or the one with no end date, without having to manually look at all the records.

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