Fund Representative Export
  • 25 Apr 2024
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Fund Representative Export

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Article summary


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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