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Easy data export for managing Organization profiles?

It would be helpful to be able to export a basic list of organizations that have registered in our system, along with fields from their profile such as address, Tax ID, and Organizational DUNS - this last field is key, as we use it to cross-reference the organization's profile # in our FIMS database.

The closest data export source seems to be "Contacts", but that source will pull duplicate records for each organization that has multiple contacts. I just want a basic report with the organization's profile data.

Also, an organization may register but then never start a draft application - which means that their information would not be pulled when you export “pending requests”, “decisions” or all other data sources that are based on requests.

thanks

Idea posted July 22, 2013 by Stephanie Tuxill, Vermont Community Foundation

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  • Chris Dahl commented  ·   ·  Report

    Hi Stephanie,

    I just wanted to let you know this is currently in our Demo environment and will be going into production in the next week or so. Thanks again for the suggestion and I hope it adds value for you.

    posted August 29, 2013 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    Hi Chris, thanks for following up on this!

    Yes, the data fields you suggest sound great, including the primary contact. (And yes, we are repurposing the DUNS # for FIMS ID code.)

    For managing the data, it would be helpful to have the "last updated" date in addition to the "create date". Both provide useful information about a profile.

    Thanks again!

    posted August 19, 2013 by Stephanie Tuxill, Vermont Community Foundation

  • Chris Dahl commented  ·   ·  Report

    Hi Stephanie,

    That's the first time I've heard this request, but I can see where it would be useful, and you're right ... there's currently no place in the current system to easily get this information.

    I'm thinking we could add something to export the following:

    - Name, Website, TaxId, DUNS # (which you might be re-purposing for a FIMS ID), Address 1, Address 2, City, State, Postal Code, Country, Email, Phone, Fax, Sort name, Description, Create Date, and then information about the "Primary Contact" (their name, address, etc.).

    Would this be the appropriate information? If there's anything else you can think of, please let me know. I'm not sure when we will be able to get to this, but it's a relatively straightforward request. Thanks for taking the time to submit it.

    posted July 28, 2013 by Chris Dahl, Foundant Technologies