Save time - take the shortcut!
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Here are a few tips, tricks and timesavers that I use in order to make my job a bit more fun.
Batch shortcuts- Don’t forget that you can save a batch template to use over and over again. I have a batch template saved as, “Use this” so when I’m setting up a new batch, I go to the fields tab and click, “load from existing batch” and type *Use (the * is a wildcard which, in this case, will find all batches that have the word Use in them) which finds my template for me so I can use it to create the new batch with all of the fields that I need already included. You can also put values in the top green shaded line of the batch and any new line added will default to those values. Also, don’t forget that when entering a date in the batch fields you can just type the date (i.e. 29) and the current month and year will automatically be added to it (4/29/2019).
Data entry defaults – I have defaults set up for various types of new records I might be adding. For example, I’ll enter the name of a new individual, and then go to the Constituent tab and select, “Load Defaults from…” where I have various types of defaults selected (such as: Single male, Single female, Married –male bio 1 same last, Married – female bio 1 same last) which load the default Address/Salutation values that I’ve set up along with gender and marital status). I also have defaults sets for Relationships, and a default set for Contacts at an organization.
One more – ever wanted to create a query based on a list of constituent ID’s from an excel spreadsheet? You can cut up to 500 ID’s and then for your criteria select, “Constituent ID” with the operator, “one of”, then scroll to the bottom of the grid , click on an empty cell, then paste your 500 numbers. Repeat as necessary with a new group of 500 ID numbers using “Or” as the join.
Have fun!
Batch shortcuts- Don’t forget that you can save a batch template to use over and over again. I have a batch template saved as, “Use this” so when I’m setting up a new batch, I go to the fields tab and click, “load from existing batch” and type *Use (the * is a wildcard which, in this case, will find all batches that have the word Use in them) which finds my template for me so I can use it to create the new batch with all of the fields that I need already included. You can also put values in the top green shaded line of the batch and any new line added will default to those values. Also, don’t forget that when entering a date in the batch fields you can just type the date (i.e. 29) and the current month and year will automatically be added to it (4/29/2019).
Data entry defaults – I have defaults set up for various types of new records I might be adding. For example, I’ll enter the name of a new individual, and then go to the Constituent tab and select, “Load Defaults from…” where I have various types of defaults selected (such as: Single male, Single female, Married –male bio 1 same last, Married – female bio 1 same last) which load the default Address/Salutation values that I’ve set up along with gender and marital status). I also have defaults sets for Relationships, and a default set for Contacts at an organization.
One more – ever wanted to create a query based on a list of constituent ID’s from an excel spreadsheet? You can cut up to 500 ID’s and then for your criteria select, “Constituent ID” with the operator, “one of”, then scroll to the bottom of the grid , click on an empty cell, then paste your 500 numbers. Repeat as necessary with a new group of 500 ID numbers using “Or” as the join.
Have fun!
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Tips, Tricks, and Timesavers!
04/29/2019 4:14pm EDT
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