Code table clean up

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

  • @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 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.

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

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