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We are having an issue with an export. We have a letter we are merging from the Export module. It appears that with Org records, in the address processing if there is a contact and that contact IS a constituent in their own right, it does NOT print the Org Name and Position but if the contact IS NOT a constituent it will print the Org Name and Position. Yes, the boxes are checked to print for both Org Name and Position. The is/isn’t constituent is the only variable I can see with this export.Incidentally, if we do a letter merge directly from the Org record it WILL bring the Org Name and Position regardless is the contact is/isn't a constituent.Anyone have a similar experience? Anyone know if this is an outstanding issue? Anyone have a suggestion?Thanks, Denise
Hey Denise,
I searched on "Org Name and Position do not print for contacts who are also constituents when using address processing in export" in Knowledgebase and found a couple of solutions I think you might find useful:
Organization name and position do not export or print with the business address of an individual (BB123225)
Organization name and position not exporting for a contact (BB481839)
Hope this helps!