Re: Duplicate appeals showing up on Constituent record

Dawson Smith — Thu, 25 Jun 2009 14:25:28 GMT

Solution Number: BB197324 Applicable Product(s): Raiser's Edge 7, Raiser's Edge Enterprise Solution Title: How to delete duplicate appeals from constituent records Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution. Note: Read all the following instructions carefully before performing these functions. To globally delete and globally add constituent appeals with the same package, date, response, and comments: Create a static, constituent query to select constituents with duplicate assigned appeals Globally delete the duplicate appeals from the constituents using the query created in step 1, which removes all instances of the appeal on constituent records. Globally add the appeal using the query created in step 1 To globally delete constituent appeals with different packages, dates, responses, or comments: Create a query of the constituents with the appeals to be deleted Create a constituent appeal import file in comma separated values (CSV) format based on the query created in step 1 On the Fields tab of the import screen, select the fields below in addition to any other appropriate fields: Appeal Import ID Constituent Import ID (or Constituent ID) Response Click Create Now to create the CSV file Open the CSV file Delete any rows that contain constituent appeals that should not be deleted Enter Delete in the Response column for all constituent appeals that should be deleted Save and close the CSV file Import the constituent appeals On the General tab of the import screen, select Update existing records and Create new table entries Select all other appropriate options and complete the import process Globally delete the constituent appeals that have the value Delete in the Comments field To manually delete duplicate constituent appeals: In User Options, select Appeals as the default tab Open the query created in step 1 and select the Results tab Double-click the first record. It opens to the Appeals tab. Delete the duplicate appeal and save the record. Use the VCR buttons to go to the next constituent and repeat step 3. Continue until all the duplicate appeals have been deleted. Here is the problem or goal: How to globally remove a duplicate appeal from a constituent record How to globally delete duplicate constituent appeals when appeals are exact matches How to globally delete duplicate constituent appeals Email this Knowledgebase solution If the solution did not solve your problem, create a case for support assistance.

Duplicate appeals showing up on Constituent record

Sirin Storr — Tue, 23 Jun 2009 16:08:27 GMT

Hi There,

I've charged with cleaning up some duplicate appeals showing up on constituent records and wasn't sure of the best method to do it in mass. Is there an easy way to to remove these duplicate appeals from constiuent records without doing them indiviually? It affects over 9000 constituents so I'm hoping a solution is available. BTW - when looking at the global change option in admin the duplicate appeal was not one of those listed which I suppose has something to do with the way it was done originally, so any suggestions would be appreciated.

Dawson

Administration and Configuration

Re: Duplicate appeals showing up on Constituent record

Duplicate appeals showing up on Constituent record