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...

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...

[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...

I am doing a large import of constituents, some of whom may already be in RE. I am importing from a .csv, the problem that I am getting is that I have the same constituents listed on mutiple rows but with different information. We have a ConsID (which i what I am using for the import), but we have a...

ConstituentIDs in our system are not all the same length and some of them begin with several zeroes. For the sake of simple convenience, I would like to delete the zeroes, that way if I am working with the constituent IDs in Excel, I won't have to spend my time convincing Excel not to drop the leading...

I don't think so. Thinking back to when we converted our data to RE, our consultant said no. Each constituent with an ID was a separate record. We created separate records for both spouses and included info for spouse relationship. By our imported constituent ID's we could identify spouses (xxx...