- Go to Administration > System Roles
- Click Smart Fields
- On the Smart Fields Tab, click Assign Smart Fields
- In the following window, double click on the smart field type in the left column.
- In the right column, check the box beside the smart field to grant permissions.
- Click Save
Also verify that the user trying to save the export definition has one of the following roles that has permission to save export definitions for appeal mailings:
- Annual Fund Manager
- Director of Development
- Marketing Manager
If saving an export definition that does not contain any smart fields, and the user has at least one of the roles above please chat with support and provide the steps used to create the export definition.