Creating Contacts from Reports and/or Exports

Creating Contacts from Reports and/or Exports

Several reports and exports in FIMS (for example, Export to Word Processing, Gift History, Gift History Export, and Application History Export) allow you to create Contact records for each unique Profile ID code included in the report or export, directly from the FIMS Viewer.

Creating Contacts from Reports

1. Run the desired report.

2. Click Contacts/Affs on the FIMS Viewer menu bar. The Create Contacts/Affiliations window opens.

Create Contacts/Affiliations Window

3. Select the appropriate Create Contact Records for checkbox. 

Note: There may be multiple checkboxes available depending on the types of ID Codes that were included in the report.

4. Click OK. The Edit Contact Mass Add Template window opens.

Edit Contact Mass Add Template Window
Note: This window is identical to the Edit Contacts window, except that the Profile Information fields are grayed out (since the Contact will be created for multiple Profiles, instead of just one). Refer to the Edit Contacts window for more information about all of the available fields.

5. (Optional) If you want to create a tickle for this contact, do the following in the Tickle section of the window:

• Select the Tickle checkbox.
• Click the arrow in the Tickle Who field and select the name of the person you want to see the tickle when they log into FIMS.
• Change any of the dates, as necessary.
• (Optional) Set a Priority level.
• (Optional) If the tickle should recur annually, select the Recurring checkbox.

6. Enter the Comment that you want to appear when the contact/tickle is viewed in a Data Grid.

7. Click the Save button on the toolbar.

8. Click the Close button. A message will appear to tell you how many Contacts were created, and the new Contacts will be listed in the Contact/Tickle Data Grid.

Creating Contacts from Exports

1. Run the desired export. Once the export is finished, the Create Contacts/Affiliations window opens automatically.

Note: The window is slightly different from the one that opens when you choose to create Contacts from reports, because it also acts as a confirmation message to tell you how many records were exported.

2. Follow the steps for Creating Contacts from Reports.