Administrative Advice: Clearing the Table

Your database can fall victim to clutter just as easily as anything else in your life. Thankfully, The Raiser's Edge includes the Table Cleanup utility, which will streamline your database with just a few clicks of the mouse.

Table Cleanup replaces existing table entries with new ones. If you want to completely delete a table entry without replacing it, see Knowledgebase solution BB83397.

To use Table Cleanup, go to Configuration, Tables, select a table, and click Table Cleanup in the action bar. From here, select the entries to replace and the value to replace them with. Mark the Delete table entries that are being replaced checkbox and click Replace Now to finish the task. This is also in Knowledgebase; it's BB81596. Below is an example using the Phone Types table:

One way to keep your tables from getting cluttered in the first place is to limit users' rights to add table entries. Anyone with Supervisor rights will be able to add, edit, or delete table entries, but all other users can be restricted.

Go to Administration, Security, and open the group to edit. If you want to limit access to all code tables, unmark the Code Tables checkbox in the Group Privileges frame. If you only want to limit access to specific code tables, mark the Code Tables checkbox. Then click Options to open the Code Tables Change Privileges screen. On this screen, you can pick and choose which tables users will have rights to add or edit table entries.

This is also in Knowledgebase; it's BB7639.