Allow exporting of contact grid with originally mapped headers

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.

  • Maxwell Russell
  • Aug 6 2020
  • Reviewed: Voting Open
Client Name "shard name" uwplatt
User Stewardship Admin, Support Admin
Employee Name maxwell
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