Household member processing in export

We'd like to use export definitions to produce outputs that only export the primary household member when both members are present. If there are individuals in the selection that do not have a household, we'd like them to appear in the output. This was functionality in Raiser's Edge that we frequently used. 

  • Jessie Rader
  • May 23 2017
  • Reviewed: Voting Open
Blackbaud CRM / Export
Organization Name (Please enter full organization name) University of Nebraska Foundation
Reported Version 4.0
  • Attach files
  • Kerry Acker commented
    September 26, 2019 14:09

    This would be immensely helpful!  Often I need the household IDs in export and when including that data, we now get duplicates where someone has a former household ID, yet to include the 'is current' with an end date 'is blank' - then those who had a household ID but are now divorced are excluded.  This creates unnecessary manual work.

    Attachments Open full size
  • Jessie Rader commented
    September 25, 2019 18:25

    Can this one be reviewed?

    Attachments Open full size

Related ideas