Option to export transaction data and linked constituent data to excel

  • Guest
  • May 16 2023
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  • Guest commented
    16 May, 2023 01:14pm

    When processing event transactions, we don't want to assume that the transaction data given is the preferred address of the constituent and therefore automatically reject updates to constituent record. However, it would be great to have the option to compare the transaction data with the linked constituent's record. Therefore, when clicking "export selected", rather than just saying "linked", it would be great to be able to export the "transaction data" box (and corresponding linked constituent box) to an excel worksheet. That way, we can identify those constituents who might wish to update their address and send a mail merge using that excel asking if they would like us to update their address accordingly.

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