Best Of
Re: Journal Entries Report
@Brian Rojo Thank you. I did run the report, but the results are based on the date I posted the entries, not the date they were actually recorded in the GL. For example, I may have transactions from December where I manually set the post date to December, but the final posting occurred in January. As a result, those transactions aren't appearing in my 2024 report.
Re: What podcast are you listening to?
@Maureen OMalleyKirschner Not currently listening as no new content has been released, but “The Michael Moore Podcast” was interesting last election season.
Re: Query for odd or even graduation/class of year
@JoAnn Strommen
I don't know if your “class year” is table entry or just text or number, if it's text or number, you can do the years in excel, the copy and paste into one-of operator?
Re: Update Constituent Assigned Appeal response
@Alex Wong Thanks for this, I figured it was something like that but clearly didn't have the time to dig in.
Re: resource for AND conditions
@Laura Easterly
string vs integer is your problem most likely. “123” is not the same as 123.
either make both string or both integer by using string() expression or int() expression.
Re: Mailing-Organization Address
@Ashley Petty First off you need to make sure the ORG records that were newly created have the contact in it done the right way. Meaning the IND relationship Tab in the General 1 tab has has the Last Tab Name, First Name, Title, marked as Employee if that is the case, the Contact Type, Box checked for Print Organization Name with Address, Position, Print box check if you want that.
In the General 2 tab, make sure you have the Primary Addressee and Salutation filled in.
In RE Mail, the ORG Address should be filled in like the following.
Re: bbcon 2025 - Is the investment worthwhile?
I think my favorite thing about going to bbcon is being with such a diverse group of peers who understand you and your daily work! Being able to brainstorm fixes to problems, ask experts really intense questions, and make those connections that serve you well over the years. I have made some lifelong friends and have expanded my professional network so much from going to bbcon!
Re: Mailing-Organization Address
@Sarah Fitzgerald I would never let Fundraisers create records in RE. Only myself and the database manager creates records and makes any changes, hence why our database is pretty much near perfect.
Re: Merge Constituent
@Aldera Chisholm is right here. You can only merge a record into the same type of record. Individuals to individuals, or organization to organization. I would also note that you can't merge non-constituents into constituents.
