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relationships » merging records (RSS)
  • Merging or Deleting Nonconstituent Records

    I've noticed a couple of constituents in our database have nonconstituent relationship records as well. It would seem that whoever entered that data didn't know about being able to convert a nonconstituent relationship record into a constituent record and just manually added that nonconstituent...
    Posted to Forum by Zachary Moreland on 09-15-2010
  • Re: How to track cumulative giving donors for recognition?

    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...
    Posted to Forum by Bonnie Pearce on 02-18-2009
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