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constituent IDs (RSS)
  • Add Constituent ID# to LYBUNT Report

    Can anyone tell me if it is possible to add Constituent ID# as a column in the LYBUNT report? It is suprising to me that this is not a default. Thanks for any help you can give! Lisa
    Posted to Forum by Lisa Inderwick on 12-05-2011
  • Deceased Constituents

    The alumni magazine wants a list of deceased alumni. How can I get a list of alumni who were marked deceased within the past 2 months, regardless of when they died? Is there a time stamp for the check box?
    Posted to Forum by Jill Fleske on 04-22-2011
  • Importing new constituents from a finder file (constituency code vs attribute)

    For our direct mail acquisition campaign, we are getting a "finder file" to make inputting easier for gifts that come in. I'll be importing the finder file into RE, but I need some easy way to query them at the end of the year so that those that did not give a gift can be deleted. I'm...
    Posted to Forum by Cathleen Hanclich on 09-21-2010
  • Re: Import ID question on an export file

    [quote user="Michelle Buchholz"] So I don't have to use both then? Thanks for the help! [/quote] No, you just need one. Yuriy's suggestion is a great work around. PS I'd consider moving those socials to the social # field. I think you'll have more control over who has access...
    Posted to Forum by JoAnn Strommen on 05-12-2010
  • Populating a query from an external list of Constituent IDs

    Hi all! First post. If my question has already been answered elsewhere, please just direct me and I'll read, and save you the trouble of bringing coal to Newcastle. I'm interested in doing two things to several external (.csv) lists of constituents: a) Globally adding an appeal and package to...
    Posted to Forum by Natalie Anne Lanoville on 04-19-2010
  • Re: Cons ID number

    [quote user="Terry Reagan"] With various ways folks use their name now, we like to use the ID number on reports. I see only one (planned giving) that gives that as an output option. Does anyone know of a way to include it along with the name/address/phone. [/quote] Suggestion per knowledgebase...
    Posted to Forum by JoAnn Strommen on 03-10-2010
  • Cons ID number

    With various ways folks use their name now, we like to use the ID number on reports. I see only one (planned giving) that gives that as an output option. Does anyone know of a way to include it along with the name/address/phone. THANKS tr
    Posted to Forum by Terry Reagan on 03-10-2010
  • Constituent ID Problem

    In the process of preparing data for our most recent direct mail solicitation, I have encountered some problems regarding Constituent IDs. We have two constituents who have no ID at all and I have no idea how that could have happened. Also, we have about 30 or so constituents who have odd IDs and I would...
    Posted to Forum by Rose Orr on 11-25-2009
  • How to create a heirarchy on constituent ID

    We are finding that when a constituent has multiple IDs, ie Parent, Alumnae, Boardmemeber - we are sending multiple mailings ie newsletters. Does anyone know of a way to enforce a hierarchy or conditional select on constituent ID so that we only send one newsletter?
    Posted to Forum by Lisa Francolini on 11-13-2009
  • Re: Creating an Output Query through Import

    [quote user="Ellen Skura"] I have been away from RE for a few months. I can't remember how to do the following: Create a list (query) of constituents that I would like to perform further queries on I know I have to create a CSV file and use Import and select Output Query, but I am unsure...
    Posted to Forum by Jana Hernandez on 09-17-2009
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