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Global Add/Change

Last post 11-17-2009 2:58 PM by Laurel Quaintance. 1 replies.
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  • 11-17-2009 12:42 PM

    • Teresa McAllister
    • Top 500 Contributor
    • User Since: 2008
    • Posts 19
    • Organization: endPoverty.org
    • Products:  The Raiser's Edge

    Global Add/Change

    I successful globally added an appeal to selected records with admin>globally add but what is the difference between global add and change? can they be used interchangeably? they seem to do the same thing? also, I only have global add (not change) option in Admin - is that right? thanks

    RE 7.91.5056.8
  • 11-17-2009 2:58 PM In reply to

    Re: Global Add/Change

    Add is just that - adding a new record such as an appeal, action(emal),attribute, etc. Change is taking an existing record and making a change to it (for example, if you forgot the bank was closed on Veteran's day and started processing gifts - you could use global change with a query of those gifts to change the gift date to the next day)

    I would check with your supervisor if you have rights to global change, etc. Some folks have global add so they can send a bulk email - but they would have no need to globally change anything.

    Laurel Quaintance
    Manager, Fund Development Services
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