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Custom Exports: Fields Available in the Export Builder

To learn how to use Custom Exporting, please see this post.  Here, we'll take a look at the fields available within the Export Builder (which you use to set up Custom Exports) and correlate them with the fields from the CRM from which they draw data for your custom exports:

 

BASIC INFORMATION

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These fields are available for entry or editing in the Basic Information section for your contacts:

 

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The area for entering Salutation, First Name, Middle Name, Last Name and Suffix are indicated above, though the fields are not individually labelled within the CRM.

Name — this field is only applicable for contact records with a type other than Individual (Association, Business, Trust, Union).  For those record Types, the Name field replaces all the fields on the Contact Name line above.

Designation, Familyname, Nickname, Job Title, Employer — each of these has a corresponding field within the CRM, clearly visible above.

Fullname — for Individual Type records, this will pull Firstname, Middlename, Nickname, Lastname and Suffix.  For all other record Types, this will pull the same data as the Name field.

Type — this field is not on display for Individual Type records, but "Individual" will automatically pull for those records if you include the field in your Custom Exports.  The field is on display for all other record Types within the Basic Information section.

 

CONTACT DETAILS

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These fields are available for entry or editing in the Contact Details widget for your contacts:

 

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All of the fields in this section are available for editing here, other than the Age and Input DateAge is automatically calculated, based upon data from the Date of Birth field.  Input Date is automatically entered, based upon when the contact was added to your database.

 

SPOUSE BASIC INFORMATION

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All of this data will be pulled from the Spouse's Basic Information section, provided you have established the Family Relationship between the Family Head and their spouse.

 

SPOUSE DETAILS

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All of this data, aside from the Spouse's Drivers License Number, will be pulled from the Spouse's Contact Details Information section, provided you have established the Family Relationship between the Family Head and their spouse.  The Spouse's Driver's License Number will be pulled from the Know Your Client —>Misc. Personal Information section of the spouse's record.

 

CONTACT INFORMATION

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All of these fields are available for entry or editing within the Contact Card widget for your contacts:

 

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While this particular Contact Card is not displaying some of the available fields available within the Export Builder, e.g. Email 2, that's only because this contact does not have an Email 2 Address entered for their record.

 

PERSONAL INFORMATION

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Information for these fields is drawn from several different places.

Drivers License Number, State, Issue Date and Expiration, along with Passport #, Greencard #, Birth Place and Maiden Name are drawn from the contact's Know Your Client —> Misc. Personal Information section.

Primary Contact Name, Primary Contact Email and Primary Contact Phone are drawn from the Primary Contact Info widget on the Contact Overview.

Important Information is pulled from the Important Information widget on the Contact Overview.

 

DEPARTMENTS

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Information for these fields is drawn from the Departments widget on the Contact Overview screen of contact records with a Type of Association, Business, Trust or Union.

 

PROFESSIONAL CONTACTS

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Professional Contacts can be added to contact records from within the Professional Contacts widget of the Know Your Contact area of their record.

 

KNOW YOUR CLIENT

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Data for this section is pulled from four separate areas of the Know Your Contact area of a contact's record: Client Review, Written Agreements Review, Employment Information and Estimated Tax Information.

 

ACCOUNT INFORMATION

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Data for this section is pulled from the Accounts section of contact records.  If you use an account aggregator, most of this information will be sent over in the data feed (dependent upon the aggregator you use).  You can also manually enter accounts and indicate this information when adding the accounts.

 

ACCOUNT GENERAL INFORMATION

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All of the data for this section is pulled from the Account Details pages for client records.  While the Account Details page may vary slightly dependent upon the Type of account in question, you can see an example of how to complete the Account Details for each Type on this links page.

 

BANKING INFORMATION

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All of the data for this section is pulled from the Bank Information section on a contact's Know Your Client page.

 

NOTES

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If you want to include the Last Note entered for any contacts you're running a Custom Export for, just check off this field.

 

ACTIVITIES

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If you want to include the Last Completed Activity or Next Activity Scheduled for any contacts you're running a Custom Export for, just check off the applicable field here.

 

UDF FIELDS

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The actual fields available here will reflect the User Defined Fields you've set up within your database.

 

KEYWORDS

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The actual fields available here will reflect the Keyword Fields you've set up within your database.

 

 

 

 

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