[Dirk Leeward]

We’d like to use this plugin for a group that needs a printed group directory. The new CSV output will be great as soon as I can find some software to import it in an address book/ phone directory format.

But I just realized that the exporter needs an option to select between the three privacy levels or we could end up disclosing unlisted or private information:
– Public: outputs all data marked Public
– Private: outputs all data marked public or private
– Confidential: outputs all data

Additionally, we’d like to be able to group the data by Family where the family record is exported above each set of family members with different field names.

Any chance this could happen soon?

[Steven Zahm]

@ Dirk

re: But I just realized that the exporter needs an option to select between the three privacy levels or we could end up disclosing unlisted or private information:

One of the columns in the CSV export is “Visibility” which will be public, private or unlisted. You can use Excel to filter these accordingly. That said, the export will not have the visibility of the individual addresses, phone, email and such. Is that what you are asking to be exported?

re: Additionally, we’d like to be able to group the data by Family where the family record is exported above each set of family members with different field names.

Sorry, this is not possible. There is no way to order and group them like this. Not a perfect solution, but you could sort the CSV file in Excel by last name.

[Dirk Leeward]

One of the columns in the CSV export is “Visibility” which will be public, private or unlisted. You can use Excel to filter these accordingly. That said, the export will not have the visibility of the individual addresses, phone, email and such. Is that what you are asking to be exported?

Yes, some people don’t mind publishing their name and address, but may have unlisted phone numbers, or birthdays, cell phones, and email addresses they don’t want to give out.

Sorry, this is not possible. There is no way to order and group them like this. Not a perfect solution, but you could sort the CSV file in Excel by last name.

Sorry to hear that. Just to be sure you understand, we’d like to be able to print like this:

Smith, John and Mary Jones-Smith
123 Main St.
Anytown, ST 12345
Home: (234) 567-7654

John Smith
Cell: (123) 456-7890
Email: john@example.com
Birthday: Jan 5th

Mary Jones-Smith
Email: mary@example.com

Daughter Smith
Instagram: dsmith

Is there any way to add the related family fields to the exported person record?

[Steven Zahm]

@ Dirk

re: Yes, some people don’t mind publishing their name and address, but may have unlisted phone numbers, or birthdays, cell phones, and email addresses they don’t want to give out.

Ok, the CSV export will now export the visibility of address, phone, email and dates. This will be in the next update planned for later this week. You should be able to use Excel to filter out the data you do not want.

re: Is there any way to add the related family fields to the exported person record?

Sorry, no. There is no way that I can think of to export the relational data for the families like you need.

[Dirk Leeward]

Awesome. Any estimate when you will be able to get to the rest of the fields that support the private and unlisted property? Does this update include the individual as well (e.g. someone that wants their entire record unlisted)?

[Steven Zahm]

@ Dirk

re: Any estimate when you will be able to get to the rest of the fields that support the private and unlisted property?

I just added Link, Social Media and Instant Messaging visibility to the export so it will be included in the next update. So this should be all fields that support the option to set the visibility.

re: Does this update include the individual as well (e.g. someone that wants their entire record unlisted)?

This is already included in the export. Look for the “Visibility” column. That column reflects the visibility status for the entire entry record.

[Dirk Leeward]

Just downloaded the update, but since there are multiple visibility fields in each row there is no way to use Excel to filter the data correctly.

I would suggest that you have dropdown boxes next to the Export buttons with the three choices of privacy restrictions and filter them on the export.

[Dirk Leeward]

It would also be helpful to have a checkbox to only export preferred information.

Better yet, select between exporting just the preferred info or adding a preferred field or indicator of some kind.

Not sure what would be best to make it easy to mail merge.

[Steven Zahm]

@ Dirk

Sorry, but I do not plan on adding export options at this time.

To filter in Excel, first set the header row to auto filter. The on the main visibility column select the filter to show unlisted entries and then delete those. Now all unlisted entries are removed from the file. Next filter by the home address visibility, select the unlisted. Delete all home addresses which are unlisted (not deleting the entire row, only the home address columns in the affected rows). Remove the filter Repeat with each address type and data type (phone, email and such). The file now has all unlisted data removed. You could repeat these steps to remove private too if needed.

Hope that helps.

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