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batch » global change (RSS)
  • Re: receipting gifts in batch

    ...if you need to change info, depending on exactly what, you can do most changes through a global change (assuming you have rights to use the function). Use query of gifts in batch or create a query. Global change will change all records in the selected query to info you select. (Think it would work...
    Posted to Forum by JoAnn Strommen on 01-09-2012
  • Re: Updating Fields in Recurring Gift Batch

    [quote user="Michele Penning"] Can someone tell me if it is possible to update a default field in every line of a recurring batch without having to select each line and hit the F2 button? I have a recurring payroll deduction gift batch which has to have the reference, check number and check...
    Posted to Forum by JoAnn Strommen on 04-30-2010
  • Re: globally adding action to action track

    Hi Audrey, The easiest way to accomplish your goal is to continue generating the letters through Follow Up Letters in Mail and on the General tab choose the option in the lower left corner to Create Action output query. This tool will create an Action query that groups the actions for which you have...
    Posted to Forum by Naomi Harding on 02-10-2010
  • Constituency Codes: Reports, Dates to and from, Gift Constituency Codes

    I have lots of questions about Constituency Codes and how other people use them. I have rarely used them for reports, with the exception of Board reports, but have very recently discovered that others in my organization use them regularly for that purpose. I found myself having to redo a series of 10...
    Posted to Forum by Laurie Nielsen on 08-13-2009
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