Fixing Raisers Edge Constituent

Susan Stanislas

I was wondering whether anyone could help me.  We have about 700+ constituents with the wrong constituency codes.  I have an excel spreadsheet with what the constituency codes should be.  How do I fix this?  Any help would be appreciated.


Thank you

 

Katherine Mannion

Hopefully that spreadsheet contains Import IDs or Constituent IDs.  If so, it's easy enough to add Constituent Codes through an import file. Here is the Knowledgebase article that will help.


Global Add is another option, if the names on that spreadsheet were pulled from a query.  You can use that query to add the constituent code to all of those records (this is the easier way, in my opinion!). 


Good luck!

Katherine

WIST Data Solutions


 

Susan Stanislas

Thank you Katherine Mannion.


Do you know whether it will update the Constituent codes or do I have to go in and delete the old ones?


Susan

Katherine Mannion

You'll have to delete the old ones.  If you do the change with an import file, you will be able to create an output query of updated records that you can use to delete the old codes. 

Susan Stanislas

Thank you Katherine.

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Susan M.
Stanislas

Advancement Database
Manager

Notre Dame High
School

13645 Riverside
Drive

Sherman Oaks, California
91301

818-933-3692

ndhs.org