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  1. CiviCRM
  2. CRM-5096

Allow Export for Related Contacts

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.1
    • Fix Version/s: 3.1
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      Export "Select fields for export" for contact fields should

      • Include "related info" which includes all the relationships which have contact_type_a = "Contact Type of the selected field"
      • On selecting the relationship, it should allow to choose the appropriate field for the contact for that relationship type, custom fields of the related contact will be exposed for selection as well as the core fields
      • In case of more than 1 contacts having same relationship, the export should pick the first contact from the database
      • 'Save field mapping' functionality should handle the related contacts exports as well
      • Columns in the exported file should be labelled in the format "Relationship : Field Name", for example
      • core fields = 'Spouse of: First Name'
      • custom fields = 'Employer of: Status' and so on

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            • Assignee:
              sushant Sushant Paste
              Reporter:
              yashodha Yashodha Chaku
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