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Importing Salutations

Last post 10-21-2009 11:09 AM by Rebekah Grote. 3 replies.
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  • 10-20-2009 4:36 PM

    Importing Salutations

    Reply Contact

    Hi, 

    I'm trying to import editable salutations in to RE 7.85 and the system is asking me for Salutation ID's.  I understand how to see Salutations ID's but I do not want to use pre-existing salutations that are made up by formulas. I.e.  1 Mr. and Mrs. Smith  2 John and Jane Smith.  The salutations that I want to add in are  very specific to the person who will be using them and do not follow any pre-existing formulas. 

    Is there a way to do this?

    Rebekah Grote WCS, Bronx NY

  • 10-20-2009 6:29 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 254
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Importing Salutations

    Reply Contact

    Interesting...

    By chance, do the salutations you want to import follow one pattern/format?  If they do you could create that salutation type in configuration and then import them. 

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD

  • 10-20-2009 6:32 PM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 254
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Importing Salutations

    Reply Contact

    Hey Rebekah - from Knowledgebase - maybe good news - see note at bottom

    Solution ID:    BB154184
    Product:    The Raiser's Edge 7
    Published:    10/01/2004
    Updated:    10/05/2008

    Description

    Addressee/Salutation is incorrect when importing

    Answer

    In order to import addressee/salutations, you need to use the addressee/salutation ID number. Add a column in the import file for the addressee/salutation. The header is AddSalID. Print a list of addressee/salutations with the corresponding IDs to make sure that you are pulling the correct ID.



    For more information, refer to How to import addressees/salutations (BB4397) or How to import additional addressees/salutations (BB12247).



    Note: The AddSalID field is required even if the addressee or salutation is editable. If editable, it doesn't matter what ID number you enter as long as the ID number is in Configuration. We recommend using 1. If not editable, enter the ID for the appropriate addressee/salutation format in Configuration.

     

     

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD

  • 10-21-2009 11:09 AM In reply to

    Re: Importing Salutations

    Reply Contact

     Doing what the note suggests worked!

    Thanks JoAnn!

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