- Optionally, create a constituent query of the records to group with the desired Appeals.
- Create a new constituent export. (Add the query from step 1 on the General tab if needed.)
- On the output tab select: Appeals > Import ID.
- Add any additional outputs desired. (Note: For Import purposes, add more fields from the Appeals node, such as Appeal, Package, Date, Comments, Response. Also add from Constituent Information either constituent ID or import ID.)
- Click Export Now.
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