Code table clean up

Jovana Sanchez-Melendez
Jovana Sanchez-Melendez
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM™ General Discussions

Hello! Is there a documented process to clean up code tables? I'm familiar with NXT where I could merge codes in a table and they would reflect on all areas of NXT that code was used. In CRM I can't find an efficient place to do this.

Thank you,

Jovana

Comments

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Jovana SanchezMelendez
    I've been using BBCRM for 11 years now. I'm not aware of that kind of feature in the platform.

    If you have SDK developers, you could write a global change to do this, taking the new codes to be merged as parameters, but your developer would have to figure out where the code is referenced in other tables, and doing so could also mess up existing ad hoc queries and export definitions that reference those c ode values, unless your SDK developer updates those as well (could be done with some SQL XML)

  • Jovana Sanchez-Melendez
    Jovana Sanchez-Melendez
    Ninth Anniversary Name Dropper Participant Facilitator 1

    @Rick Root
    Thank you so much!!

  • Sara Anne Boddery
    Sara Anne Boddery
    Second Anniversary Name Dropper Participant Facilitator 1

    @Jovana SanchezMelendez There is a packaged customization that Blackbaud offers that does this for you - it was built to mimic the RE NXT feature. You could ask your AE or CSM about it.

  • Jovana Sanchez-Melendez
    Jovana Sanchez-Melendez
    Ninth Anniversary Name Dropper Participant Facilitator 1

    @Sara Anne Boddery Thank you! That is great to know!!

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