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Multiple assigned solicitors on a constituent's record.

Last post 02-02-2009 9:47 PM by Sage Evans. 4 replies.
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  • 01-30-2009 3:19 PM

    • Lisa Ukuku
    • Not Ranked
    • User Since: 2004
    • Posts 5
    • Organization: College of Charleston
    • Products:  The Raiser's Edge, The Researcher's Edge

    Multiple assigned solicitors on a constituent's record.

    How do I pull only current solicitors on constituent's records when the "from to" and "end to" dates are not populated on every relationship? 

    Lisa C. Ukuku
    Director of Research
    The Citadel Foundation
    Phone: 843-953-5271
    Fax: 843-953-7689
    lisa.ukukul@citadel.edu
  • 01-30-2009 3:41 PM In reply to

    Re: Multiple assigned solicitors on a constituent's record.

    Garbage in - Garbage out.  If it isn't correctly entered in RE there isn't a way to exclude them from being included in a report. 

     When you go into a person's record how do YOU know which one is the "current" solicitor?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-30-2009 3:43 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Multiple assigned solicitors on a constituent's record.

    Blackbaud has yet to perfect the mindreading module, so the only way that Raiser's Edge knows that the solicitors are current is by having the "end" dates populated or by the solicitor type if you have something like "former solicitor."

    Otherwise, I'm afraid that it's a matter of "garbage in/garbage out."  There is no magic bullet that will take bad data and produce good reports.  You'll have to do some type of cleanup.

    Drew 

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 01-30-2009 3:47 PM In reply to

    Re: Multiple assigned solicitors on a constituent's record.

    I SO want to be a Beta Tester on the RE:Mindreader Module! Cool LMAO

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 02-02-2009 9:47 PM In reply to

    • Sage Evans
    • Top 100 Contributor
    • Posts 79
    • Organization: Grand View University
    • Products:  The Raiser's Edge

    Re: Multiple assigned solicitors on a constituent's record.

     Melissa totally stole my comment.  I remember saying something similar to my boss when I first took my current position.

    Sage Evans
    Advancement Database and Records Manager
    Grand View University
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