Enable copying and/or usage of Export Definitions between the Marketing and Administration functional areas

Currently the Export Definitions created within Marketing and Communications are completely separate from those in the Administration functional area. This means that if we wish to use the same Export Definition structure across the two areas, we must create two separate Export Definitions.  It would be much more efficient if these could be in a single area, or at least if they allowed copying across the two areas.

  • Patricia Salzillo
  • May 31 2018
  • Reviewed: Voting Open
Blackbaud CRM / Export
Organization Name (Please enter full organization name) University of Connecticut Foundation
Reported Version 4.0
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  • Stephanie Boyce commented
    June 08, 2018 13:45

    I 100% Agree with this. I have had to sit there for hours and re-create an export definition in the Admin area because we needed it when there was an issue with the marketing acknowledgement, we could not get the letters to run because of a duplicate issue, but we had the query if the records we wanted. So I had to rebuild the entire export definition so we could use it to get the data. 

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