Export only active assigned solicitors with end date blank

It sounds simple but not as simple as it sounds. When you try to export a certain list of donors including the ones with active assigned solicitors (end date blank), there is no simple way to do it without going through multiple steps including the manual clean up after the export as was suggested by Blackbaud support. Some donors have multiple assigned solicitors on their relationship tab with end date and currently there is no way to export the list only with the solicitors with end date blank. It used to be possible by choosing the Start Date as the date of the export to export these but not any more. If you are dealing with a small size of data export, it may work but it's impossible to go through the big data manually. 

  • Guest
  • Apr 23 2019
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  • Joe Chinni commented
    March 19, 2021 19:38

    For the love of god please fix this.