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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 |
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 |