Fund Representative Export

Updated on 25 Apr 2024
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Fund Representative Export

This export creates a plain text (ASCII) file that you can use as a merge file for thank-you letters, envelopes, or labels.

The data file includes information for anyone associated with a Fund who also has a Fund Representative Type code. One record is exported for each Fund rep. type for each selected Fund. This means that multiple records may be exported for a single Fund (and some Funds will not have any exported records).

NOTE: There is also a Fund Representative Export option available when printing Fund statements, so that cover letters and envelopes can be created that are sorted in the same order as the Fund statements. Refer to the Fund Statements Report for more information.

NOTE: You can access this export from anywhere in FIMS by selecting Reports > Funds > Fund Representative Export.

Exported Fields

The following information is included in the data file for this export:

Field	Field	Field
Name	Title	Organization
Address Line 1-2	City, State, Zip	Salutation
Fund Name	Fund ID	Division
Fund Class	Fund Type	Fund Subtype
Fund Rep Type	ID Code	Rep Alpha Sort
Fund Alpha Sort	Profile Explore Directory	Fund Explore Directory
Division Name	Division Address 1-2	Division City, State, Zip
Division Email	Division Web Site	Division Explore Directory
Email	Home Phone	Work Phone
Work Extension	Fax	Cell Phone
Nickname	User Code 1-4	Spouse Name
Report Name	Country	County Code
County Name	Mail To ID Code	Web Site
Last Name	First Name	Prefix
Middle Initial	Suffix	Spouse Last Name
Spouse First Name	Spouse Middle Initial	Spouse Prefix
Spouse Suffix	Spouse Work Phone	Spouse Cell Phone
Spouse Email	Spouse Nickname	DonorCentral User ID
DonorCentral Original Password	DonorCentral Access	Available to Fund

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