Soft Credit Contact Info with Hard Credit Name

Lisa Jackson

I'm trying to figure out an "easy" way to get an export that includes:

• Hard Credit Donor Name
• Hard Credit Donor Addres-
• Soft Credit Donor Name
• Soft Credit Donor Address
• Soft Credit Donor Email

Can't figure it out - it seems to be either/or, not both when it comes to address/phone info. My current workaround involves multiple exports into an Access Database, but I need to find a better solution.


Thoughts?


 

Aaron Rothberg

If you create a Constituent Export, you can get at the Soft Credit information under the Gifts node (Hard Credit names would be under the Constituent Information node), but it does not include Soft Credit Email Address or mailing address information. You'd have to add that with a second Export and VLOOKUP.






 

Lisa Jackson

Yes I know where to find the individual pieces of information.  I'd like a consolidated export if possible.  Trying to avoid multiple Exports if at all possible.

Aaron Rothberg:

If you create a Constituent Export, you can get at the Soft Credit information under the Gifts node (Hard Credit names would be under the Constituent Information node), but it does not include Soft Credit Email Address or mailing address information. You'd have to add that with a second Export and VLOOKUP.