CiviCRM Community Forums (archive)

1) How can we export contacts (individuals) with the Greeting? We'd like to send out letters for our annual Campaign and that field isn't showing as an option.

The Greetings field functionality is quite "underdeveloped" so far :-( It is not exportable in 1.7. Some options are:
* Massaging the export with Excel/Word mail merge to get in the greetings you want.
* Creating a custom field with the specific greeting text you want for each contact (which you could populate using Batch Update via Profile or using Import w/ Duplicate Update...).

If you think it would be useful to just export the stored "Greeting Type" ('Formal', 'Informal', 'Honorific', 'Custom', 'Other') - we might be able to do that in 1.8. But I suspect what's needed is the ability to create your own list of Greetings using tokens - and have the export dynamically replace the tokens. (EXAMPLE: Greeting = "Dear {first_name}", Export = "Dear Dave").

2)When working with CiviContribute we'd like to add "In Memory of". Currently there is "In Honor of". I wasn't able to find any option to add custom fields to this module.

You can create a group of custom data fields which are "Used For" Contribution records from Administer CiviCRM >> Custom Data - and then put them in a Profile which you include on a contribution page. Check out the corresponding sections in the online Administration Doc: http://wiki.civicrm.org/confluence/display/CRMDOC/3.+Administer+CiviCRM

However, you might just want to customize the contribution page display template a bit to indicate that the Honor of can be used for both - since that field has some additional built-in functionality. It creates a new contact record for the Honoree (or matches an existing record) - and links the contribution to that contact - so you can "view" contributions honoring them from their contact summary. Check out this section if you're want to go this direction: http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens