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code tables (RSS)
  • Getting invalid constituent code when importing csv file

    I keep getting an "Invalid field value: Invalid Code table entry. Code" in the Contituent Code field when importing constituent info using a .csv file. I have tried many variations of the field. I have also confirmed that the code I want to use is included in the table under the Config tab...
    Posted to Forum by Jennifer Downing on 10-17-2011
  • Re: Limit to code table entries?

    Hi Alyce, I haven't found any limits yet. Just keep in mind that managing all the table entries can become daunting. My advise is to keep it as simple as possible that meets your needs. Karen
    Posted to Forum by Karen H. Hartt on 07-15-2011
  • Documenting codes in RE

    I would appreciate any advice on how best to keep track of codes used in RE and where they are. I'm finding that we're creating codes for specific things but we're forgetting to use them when pulling lists, etc. Is there a good way to document the codes so when you go to pull a list, you...
    Posted to Forum by Carlene Schmidt on 08-06-2010
  • Re: Integrating RE & EE and the effect it has on parent records

    We did our initial Integration with the spouses as non-constituent records in RE, linked to their individual records in EE. We are getting ready to implement Online Campus Community - and want to break out the spouses in RE to be their own constituents. That way - the spouses will have their own record...
    Posted to Forum by Candace Chesler on 08-09-2009
  • Re: Relation Types & Integration

    Tracy - We have our family records integrated between EE and RE. In terms of data - I always believe the more detail the better. We have Father, Mother, Step-Father, Step-Mother, as well as Daughter, Son, Stepdaughter, Stepson. This is especially helpful to our development staff when the child's...
    Posted to Forum by Candace Chesler on 07-30-2009
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