Hi Lee and Rose, You can also set your duplicate criteria to consider aliases by ticking the box in the lower left corner of the Configuration, Business Rules, Duplicate Criteria for either Individuals or Organizations and can use Options in that area to automatically check for duplicates. I hope that...

Is it possible to run a duplicate search on a group of records from a query? I want to check about 530 records of graduates I imported recently to see if they are duplicated. Sometimes we will already have a graduate in our database because maybe they were a scholarship recipient and various other reasons...

How do you link a contact (individual relationship to a company) to a particular gift. For example, we have a company donor with multiple office locations and contacts. I can designate contacts as a type, but I can't differentiate between the gift and which contact gets the acknowledgement letter...

We are currently in the process of deploying the Convio DataSync and have come across an issue for which I am hoping someone found a solution for. Has anyone figured out how to make a Convio profile match a record in RE which also contains a spouse? It would be a major overhaul for us if we had to create...

We are in the final stages (or so I'm told) of getting ready to use the DataSync. I've run into an issue I'm not sure how to respond to. I'm hoping someone out there has beaten this and can tell me what they did. Let me explain: Convio doesn't allow two people to be in the same profile...

When I was running a query, the results showed both the spouse and individual as two separate records with the same mailing address. I know that the spouse is linked to the individual record, so I am not sure why it would show up twice in my list. For example these two records would show up in my query...

Dianne, There may be a way of doing this within Raiser's Edge that I am unaware of (and I would always recommend that first) but a few of my clients use IDLookup to search for duplicates. In your case you would use a query of alums exported to Excel and then feed them back into IDLookup. In IDLookup...

Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...

Several months ago, an import was done that ended up to have a significant percentage of bad addresses. Basically what we want to do is start over, get rid of all of those constituents and import a new list known to have correct addresses. Our organization is farily new to importing, but I know that...

Sometimes it's easy to figure out why there are duplicate rows (looking at gifts and donor has more than one or output field has potential for more than one entry - ex: phone, attribute, code) and other times it's a challenge. As Jason suggested, removing output fields may resolve issue. Sometimes...