Spouse Business info not exporting

Stephanie Crawley

I'm trying to export the business info for both the constituent and spouse records.  My problem is that the spouse info only exports if the business record is marked as "Primary".  And I can't find a way to export that info if it's not marked primary.  Is it the same for Constituent and I just didn't notice?  If you know a way to export non-Primary business info for Spouse, please share.  If that's not possible, I need to query to find the Spouses that have Business information populated but it's not marked as Primary, so that I can "fix" these by marking them as Primary so they can then be exported.  But I can't find how to query those either.  I looked in Knowledgebase and got nowhere on this. Thanks in advance for your help!!

Ryan Hyde

I believe the fields you're using in Export are called "Primary Business Information," which does imply that only businesses marked 'primary' will export. You could alternatively try to export the information from Spouse > Relationship > Organization, and you could choose which relationship types you want to include. This might get you what you want, but it may get you a lot more than what you want if you've got some folks who have relationships to a lot of organizations and you haven't been consistent in how you're coding the relationship to the ones you think are most important. 


Either way, it does sound like you need to do some cleanup.


However, IF you have a situation where the relationship code is consistent, and you do in fact want all relationships with a specific relationship code to be marked primary, then you could write a Relationship query. You would open the organization tree from within that query and query on relationship code, and then on "primary business information" = no. Save that query and go into Admin > Global Change > Organization/Business Relationship, plug in your query, and change "Is Primary" to "Checked." I haven't used this method before though, so be sure to test it on one record before going wild.

Stephanie Crawley

 

Thank you so much, Ryan for some insight here.  It did help me find some of the spouses' business info to export Spouse > Relationship > Organization, and then I was able to find, through Relationship query records where:  (This Individual Is The Spouse equals Yes ; AND This Individual Is A Constituent equals No); AND (Primary Business Information equals No; AND Relationship blank), spouses to fix by marking the business as Primary and/or filling in the Relationship and Reciprocal fields.  There are under 100 to fix, so not a big deal.  So now I think I've been able to find the great majority (if not all) of the spousal business info.  Thank you!!

Ryan Hyde

Awesome! I'm glad I was able to point you in the right direction. Clearly your query skills are pretty solid to figure out all of the rest of the details for your data structure. Well done