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  1. CiviCRM
  2. CRM-8073

Postal Mailing option and Additional Group option for contact Export

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.3.6
    • Fix Version/s: 3.3.7
    • Component/s: Core CiviCRM, NYSS
    • Labels:
      None
    • Funding Source:
      Core Team Contract

      Description

      ===============
      Core Functionality
      ===============
      Add two new form elements on contact export step 1 form:

      [x] Postal Mailing Export
      (excludes contacts who are deceased, have "Do not mail" privacy setting, or have no street address)

      Additional Group for Export [ - select - v]

      Dropdown is a single select w/ all groups listed (alphabetically).
      If an Additional Group is selected, then all contacts in that group are added to the export set (filtering out duplicates).

      ========================
      Additional NYSS customization
      ========================
      This custom behavior is implemented in a module (added to the existing nyss_export module).

      If Postal Mailing Export is checked:

      • exclude contacts where last_name is empty
      • apply export row sorting as done in /civicrm/custom/php/CRM/Contact/Form/Task/ExportPrintProduction.php

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            • Assignee:
              lcdweb Brian Shaughnessy
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved:

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