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Org Sort Name

Last post 03-05-2009 1:22 PM by Sandy Fiddis. 5 replies.
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  • 02-23-2009 12:11 PM

    • Sandy Fiddis
    • Not Ranked
    • Posts 3
    • Organization: Fraser Health Authority - Fraser North

    Org Sort Name

    I am having trouble sorting Org names. For Org names wher I know that I have put a slash (\) in the company name I can't find the field that contains the name after the slash - this is what I want to sory by. Instead Org's that begin with "The" appear in the T's.
  • 02-23-2009 12:53 PM In reply to

    • Charlotte Ory
    • Top 50 Contributor
    • User Since: 2003
    • Posts 122
    • Organization: British Museum Development Department
    • Products:  The Raiser's Edge

    Re: Org Sort Name

    When you are searching are you searching under aliases?  If so, check the alias of one of your org's and I bet there is an entry starting with 'The'.

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
    Filed under:
  • 02-23-2009 1:06 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 1,153
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: Org Sort Name

    "Within RE" if you have the slash in the Org name you should be able to sort on Org Name and it wil only use what is after the slash.  There is not a separate field.

    However, if you export the data to excel or the like you lose the backslash functionality altogether on org name.  I think that either Sort Name or Sort Key might work but I have had trouble with this in the past and can't guarantee that either work.

    Melissa S. Graves
    Annual Fund Database Manager
    Pathfinder International
  • 02-23-2009 1:11 PM In reply to

    • Sandy Fiddis
    • Not Ranked
    • Posts 3
    • Organization: Fraser Health Authority - Fraser North

    Re: Org Sort Name

    It's not an alias.  I’ve checked every field in both the Constituent and Records tables but no field contains what I'm looking for.  Can you think of any other tables to try? Do you think BB has hidden the table?  (It's so frustrating to be able to do it "within RE" but not without.)

     

  • 02-23-2009 1:18 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 1,153
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: Org Sort Name

    I've just tested it and the Sort Key field should work for you.

    Melissa S. Graves
    Annual Fund Database Manager
    Pathfinder International
  • 03-05-2009 1:22 PM In reply to

    • Sandy Fiddis
    • Not Ranked
    • Posts 3
    • Organization: Fraser Health Authority - Fraser North

    Re: Org Sort Name

    It is possible!  (Thanks to Biran McMickle, Developer Solutions Specialist.)  There is a view called SearchOrg that contains a field called Key_Name.  Key_Name contains the Organization name, but if there is a slash (\) in the name it only contains the characters after the slash.  (SearchOrg.Records_ID links to Records.ID.)  I just tested it and now I can get perfectly sorted lists!

    Yeah!

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