Fairly New and am in the process of considering implementing Business Rules for Constituents and Gift entry! I would like to know what type of User Define Rules your organizatin has in place. Thanks, Mary

Mary - The following are what we have set up for Constituent
business rules:
1. Volunteer over 10,000 Hours
2. Constituent is marked deceased
3. Constituent Has No Valid Address
4. Addressee/Salutation

And their respective Message:
1. This volunteer has over 10,000 Hours logged/awarded. Please check current hours for future awards eligibility.
2. Constituent is marked deceased
3. Constituent Has No Valid Address
4. We Need Your Help! This constituent is missing a primary add/sal. Please enter the required information before exiting the record. Thank you for helping keep our database accurate!

This is the one Gift Business Rule we have:
1. Hawley 496579

And Message:
1. All gifts for Eric Hawley go to Broken Point Endowment 106.49


Tracie Cassidy
Database Coordinator
Seattle Children's Hospital Foundation
(206) 987-6833
[Email Removed]

I am a big fan of user-defined business rules as they can be a great alternative to annotations on constituent records. If you allow other users to edit the linked dynamic query, it doesn't need to be perpetually maintained by the database manager. Here are the Business rules we currently have: Gift Entry Business Rules 1) Deceased donors Query: Deceased equals YES Message: This donor is deceased. Are you sure you want to credit a gift to this donor and not a spouse or estate? 2)Unsolicited gifts from Major Gifts Prospects. (to catch gifts received from major donors as a tribute gift, event or mailing. They will get a personalized letter, perhaps hand-delivered. The fundraisers specify which of their donors they wish to include by adding or removing a constituent attribute called "personalized giving") Query: Assigned Solicitor is one of AND constituent attribute = "personalized giving" Message: A Major Gifts fundraiser has established a relationship with this donor. Please give the tax receipt to the Major gifts department so it can be personalized. 3) Bounced Cheques (Oftentimes, donors will send a cheque but not indicate that it is to replace one that bounced. This is to make sure we don't receipt them again) Query: Constituent ID is one of Message: This donor has an outstanding donation as a result of a cheque returned by the bank. Please provide this cheque to the Finance department and receipt only the amount that it exceeds the previously receipted amount. Constituent Business Rule 1) Bounced Cheques Query: linked to same query as #3 above Message: same as #3 above Steven Best Finance Coordinator BC Cancer Foundation

I have a business rule that when a new constituent is entered they must have a constituent code entered. The only problem is that you do not see this message until someone trys to open the record. Don Sabo Forum Health Youngstown, Ohio 330-884-4814 [Email Removed]

Business Rules run on open and not on close so this type of business rule will never work. For something like this you can simply make constituent code a required field and then they can't close without adding a constituent code. Melissa S. Graves Director of Development Services The Village for Families and Children mgraves (at) villageforchildren.org www.villageforchildren.org  GET ON THE BUS! Check out what the Blackbaud User Society is talking about today at www.blackbus.org !

The other option is to write a VBA business rule that would run on save. That way you could get it to check this when a constituent is created. Drew J. Drew Allen Children's Hospital of Philadelphia [Email Removed] Check out the user run RE Forum at http://www.blackbus.org/ . Check out the Crystal Reports blog "Crystal Clear" at http://www.blackbus.org/blogs/viewblog.php?userid=63