When we converted from Admission and Registrar and AFN, we ended up with lots of records with blank ids. We now have a business rule in our new version to automatically generate ids with three letter prefixes to indicate the type of record... IND for Individual, STU for Student, ORG for Organization. We need to populate the blank IDs for Individuals so that the Business Office can apply payer information.

How do you use the record IDs and what is the importance?

Does the record ID impact the sync with Raisers Edge?

Any question that I am not asking that I should?

Hi Kathy,

Yes, we use record IDs and they are vital to us however we use them in such an unusual way that even Blackbaud thinks we're weird :)

 What I can answer is the question regarding integration. The record ID does not sync with Raisers Edge. After you link a record, you have to manually add (or change) the record ID in RE.

If you need to populate a lot of blank IDs, I would recommend exporting those records, add the IDs, and then import them back in. It is a lot easier to do an import than manually open and change each record.

 Good Luck!

We use record ID to import the payments from our tuition management company.  I did only the ones that needed the ID when I added them to the tuition management company.

Another way to add the ID's is to run a query that has the filter "record ID is blank".  Then you can just scroll through the records by clicking on the first record, then scrolling to the next one using the arrows at the top of the screen.  Through the filters you can do individuals, students and organizations separately and just paste the first 3 letters and add your numbers after it.