Author Topic: Exporting individuals with their employers including address fields (Read 290 times)

hfrederick · July 31, 2014, 09:59:29 pm

Hi all: Greetings from down under. I hate to bother you, this must have been answered. But I've created 800 organization records and 1200 individual records connected by an Employee of relationship. I'm trying out export these to include Individual Name . . . Individual Phone etc . . . Organization Name . . . Organization Address fields etc etc. It seems harder than I thought. I've been trying the Search builder and the Report Template generator.

Basically I'm trying to output my records into a spreadsheet that can be imported into Google Contacts. Any tricks you can suggest? Thanks

petednz · July 31, 2014, 11:14:33 pm

hi mr downunder

if you 'find contacts' for the individuals concerned, and Export, and in the export field mapping you should be able to include 'employee of' fields - they are way down the bottom of the selector - see image attached - hope that is what you are after

hfrederick · August 02, 2014, 07:33:20 pm

Thanks, that's is. I didn't look WAY DOWN for that field.

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Author Topic: Exporting individuals with their employers including address fields (Read 290 times)

hfrederick

Exporting individuals with their employers including address fields

petednz

Re: Exporting individuals with their employers including address fields

hfrederick

Re: Exporting individuals with their employers including address fields