Admins regularly export the All Contacts grid in order to make changes to their contact data. This is problematic because the data is not formatted in a way that can be quickly reimported into the system, as the headers are usually different.
It would be great if there were a way to export the All Contacts grid such that each column exported with the current associated header as well as a column with the correct Fund Id's for re-importing.
Currently support needs to retrain users each time they need an import, or reconfigure the file for them.
Client Name "shard name" | uwplatt |
User | Stewardship Admin, Support Admin |
Employee Name | maxwell |