Author Topic: Including 'Permissioned relationship' to export membership field mapping (Read 383 times)

Carplus Anna · August 28, 2014, 03:38:59 am

I would like to include contacts who are a 'permissioned relationship' in my field mapping for exporting memberships so I can see my 'primary contact' and their email address for each of my membership organisations. However, 'permissioned relationship' does not appear to be offered within any of the contact types, ie: individual, organisation or membership, within the field mapping set up.

I'm currently having to maintain a separate excel spreadsheet with this information - aargh!

Is there any way to export all relevant details from Civi?

Thanks
Anna

petednz · August 28, 2014, 11:51:40 am

hi - can you set up your Advanced Search such that you can output only the Permissioned Contacts?

if you can (and i think this should be do-able) then you should be able to export their Organisation as well.

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Author Topic: Including 'Permissioned relationship' to export membership field mapping (Read 383 times)

Carplus Anna

Including 'Permissioned relationship' to export membership field mapping

petednz

Re: Including 'Permissioned relationship' to export membership field mapping