need to mass unmark campaign default on fund records

Heidi Saperstein · February 2023

Now that our campaign is over, I'd like to uncheck the default marker on the fund record. Is there no way to mass remove the checkmark (it's an * in RE7)? We don't want gifts past the end date to auto-populate on the gift record and I would prefer not to have to unmark over 1400 funds individually. I can't find an appropriate import that will remove it. Note: I've tried using the ^ method as well on a fund import, but that does not work.

Alan French · February 2023

@Heidi Saperstein I can't think of a way to do this in bulk but if you do end up having to do it manually, there are a few steps you could do to make the data entry slightly less painful:

Go into your user options and on the Records tab, go to the Funds section and change your default tab to Campaigns.
Create a fund query with all your funds that have the default campaign, click through to the first one from the query results, untick the default box and then use the “next” arrow at the top to move to the next record.

It'll still take a long time, but at least you won't have to search for each fund and then navigate between tabs on the fund record.

Heidi Saperstein · February 2023

@Alan French
That's a great tip! Thank you!

Faith Murray · February 2023

@Alan French, you know, in the 13 years I've been using RE, I've never noticed the “next record” button. This is why I love browsing the Community even when a question has already been answered! ? Always new tips and tricks to learn.

need to mass unmark campaign default on fund records

Comments

Categories