Fund Relationship Export

More constituent fields need to be available under the fund export.  Users are not able to quickly pull all funds and the individuals associated with them without having to do a lot of manual work.  We need to be able to access the individual's addressee/salutation information, address information, education information, pretty much all of their constituent record info.

 

In order to get all the information needed, One would have to pull a constituent query/export and a fund query/export.

 

Also, there needs to be an easier way to filter the funds that are needed.  Either let users attach a fund query or filter by fund attributes or fund types.  It is very cumbersome to have to enter thousands of fund id's just to get the specific funds needed.

 

This has been an ongoing issue that need to be addressed.

  • Guest
  • Aug 12 2019
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