Exporting the same field multiple times

Alan French
Alan French
Tenth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud CRM™ General Discussions

Hi all! Does anyone know if it's possible to include the same field more than once in an export definition, but with different criteria? For example just export one particular constituent code in one column, and then a different constituent code in another column.

We're very new to CRM and have previously used Raiser's Edge, where it is possible to do that, so we're hoping that CRM will have the same functionality but so far we've been unable to work it out! :(

Comments

  • Alan French
    Alan French
    Tenth Anniversary Kudos 5 Name Dropper Participant

    UPDATE: I've figured out (accidentally!) that it is possible to do this, but it seems to require saving and closing the export definition between adding each field. That can't be how it's intended to work, right…? ?

  • Lois Smith
    Lois Smith
    Third Anniversary Kudos 1 Facilitator 1

    Click on the top field you are exporting in the right hand column (if you are using a constituent export definition, click on constituent in the right hand column where you are exporting fields) and then add a new field. This will add a second instance of the field where you can have different criteria.

  • Alan French
    Alan French
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Thanks Lois! That's much easier than what I was doing ?

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