How to run a Fund Query with addresses and emails

Angela Foster

I need to run a query on Fund Advisors that will produce the addresses and email addresses. In a Fund query you cannot query addresses or email addresses. In a constituent query the query is always incorrect with duplicates. If I create a static query on the constituent query some of the data is not pulling over once selected such as Fund Type. I don't understand why a fundraising platform will not allow the fund portion to get the information needed. You can't save a Fund query as a static query to export in NXT. I tried creating a list, but the same problem arises when you get to the fund portion. What is the best solution to get fund advisors mailing and email addresses? Thank you

Kent Henderson

@Angela Foster

Do you have Export definitions configured to retrieve contact information along with any details essential for review for the specific project? The related export can then include the records from a source query or selection.

Kent

Angela Foster

@Kent Henderson Yes. The problem is that a fund query doesn't allow for contact info. And WebView will not export a fund query. I just created an attribute for those specific donors and ran a constituent query based on that. A little extra work but I got what I needed. It should not be that hard but not being able to have the same criteria available in a fund query as a constituent query is the problem. Thank you for your suggestion.

Angela Foster

@Kent Henderson
I am pretty new to RE so I don't understand what you mean? I just thought such a robust system could run a fund query with fund advisors and their addresses. Flabbergasted that this is not a simple query