...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...

I have run a global change a few times (both driven by a query and with all records) and the process is not changing all the records. I am trying to change a former employee from primary to former primary in assigned solicitors. When I run a query for that solicitor, it comes back with 340 records where...

Hi Adam, You can globally delete both the values entered for an attribute without deleting the attribute itself through a Constituent Global Change. From a new global change, in the Constituent Attributes category select the value Attributes (not one of the specific attribute sub-sections that you will...

I need to delete all values for several attributes with a global change. There are far too many to enter each value separately. Is there another way to do this?

One of our major gift officers recently left and I've been asked to migrate all her uncompleted actions to another officer. I went ahead and created an action query for the records I want to change, but I can't find a field that will allow me to actually change the solicitor when I go to do a...

While I haven't tried this one, I do not think it's possible. There's no way RE would know what to put where and there's not an option to tell it that I've ever seen. If you do a query of gifts in the fund and open the records from the query it would save you a few steps. If it's...

Can you globally change an existing fund to two funds so the gift becomes split between two funds? Is this even possible to do globally? I'm not finding anything in the Knowledgebase, but wasn't sure if I was wording my question correctly. Any input would be great. Otherwise I'm guessing...

I need to change the marketing source code on a large group of gifts, however, I do not see this option in the Global Change for Gifts. How can I update the marketing source code without having to go through one by one.

How do you globally change gift amounts in Raiser's Edge?

Hi Kate! I agree with your logic that a global change won't work in this instance, because you already have an appeal assigned to the constituents that has the same date. The only time I've ever successfully done a global change to an assigned appeal is when the field I want to change is completely...