Global Add, Delete, & Change Guide

Transcript

1 Global Add, Delete, & Change Guide

2 013012 © 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or tronic, or mechanical, including photocopying, transmitted in any form or by any means, elec system, or otherwise, without the prior written recording, storage in an information retrieval permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liabl ecial, incidental, or e for direct, indirect, sp consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. The Raiser’s Edge , MatchFinder , ParaGon , RE:Alum , RE:Event , RE:Member , RE:Queue , RE:Tribute , , and RE:Volunteer RE:Zip , RE:Open , Blackbaud are registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. RE7.82-Global-2012

3 Contents W I S I N T HIS G UIDE ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V HAT LOBALLY DD R ECORDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 G A Navigating in Globally Add Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 . . . . . . . . . . . . . . . 4 Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Parts of the Global Add Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Types of Information You can Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . . . . . . . . 22 Globally Adding Records Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LOBALLY HANGE G R ECORDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 C . . . . . 32 Navigating in Globally Change Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Parts of the Global Change Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Record Types You can Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 . . . . . . . . . 46 Globally Changing Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LOBALLY D ELETE R ECORDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 G Navigating in Global Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Parts of the Global Delete Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Global Delete Record Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Globally Deleting Records Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 ELETE F Y OU C AN G LOBALLY A DD , D IELDS , & C HANGE . . . . . . . . . . . . . . . . . . . . . . . . . 75 What You Can Add, Change, and Delete Using the Global Features . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 G LOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 I NDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

4 2 chapter What Is In This Guide? In the , you learn about the global functionality available in The Raiser’s Edge . Global Add, Delete, & Change Guide For further information about Global Add, Delete, & Change , see the following. • “Globally Add Records” on page 1 • “Globally Change Records” on page 31 • “Globally Delete Records” on page 55 • “Fields You Can Globally Add, Delete, & Change” on page 75 How Do I Use These Guides? The Raiser’s Edge user guides contain examples, scenarios, proce dures, graphics, and conceptual information. To find help quickly and easily, you can access the Raiser’s Edge documentation from several places. User Guides. You can access PDF versions of the guides by selecting Help , User Guides from the shell menu bar or by clicking Help can also access the guides on our Web site at on the Raiser’s Edge bar in the program. You Support www.blackbaud.com. From the menu bar, select User Guides . , In a PDF, page numbers in the Table of Contents, Index, and all cross-references are hyperlinks. For example, click the page number by any heading or procedure on a Table of Contents page to go directly to that page. Help File. In addition to user guides, you can learn about The Raiser’s Edge 7 by accessing the help file in the on your keyboard program. Select , The Raiser’s Edge Help Topics from the shell menu bar or press F1 Help from anywhere in the program. Narrow your search in the help file by enclosing yo ur search in quotation marks on the Search tab. For example, instead of entering Load Defaults, enter “Load Defaults”. The help file searches for the complete phrase in quotes instead of individual words.

5 1 chapter Globally Add Records Navigating in Globally Add Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Parts of the Global Add Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Types of Information You can Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Business Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Education/School Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . . . . . . . . . . . . . . . . . 11 Bank/Financial Institution Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Notepad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Constituent Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Constituent Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 . . . . . . . . . . . . . . . . . . . . . . 15 Registrants for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Sponsors for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Guests for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Proposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Assigned Solicitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Volunteer Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Volunteer Checklist Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Volunteer Time Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Globally Adding Records Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Query Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Globally Adding Information to Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Procedures Opening Globally Add Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Globally adding information to records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

6 C HAPTER 2 , Globally Add Records makes it easy to add information to a group of records in your Using The Raiser’s Edge 7 database. For example, instead of using valuable hours adding an appeal to each constituent record, you can add the appeal to all or selected records with just one process and without opening every constituent record. You can ll or selected constituents. The Raiser’s Edge does not, however, check to see if even send email messages to a ogram adds the selected information to all records in the information you add already exists in a record. The pr the specified group. : Before performing a global add, we strongly recommend you completely back up your database. To Warning successfully back up your data, you must first shut down the database. After running the global add, you can view a control re port, detailing all the changed records in your database and explaining any exceptions. You can also create a query of the records included in the global add to use in Mail or Reports , and you can create an exception query, displaying other functions of The Raiser’s Edge , such as all records the program could not include in the global add. Please be aware, once you add information to records, the records are permanently changed in your database. Navigating in Globally Add Records : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the record. The Global Add page contains the commands necessary to complete all global add functions. You can use a variety of parameters to define a global add process. on the Administration page. Globally Add Records To access the Global Add screen, click Warning . See the Security : Security limitations may prevent some users from accessing Globally Add Records chapter in the Configuration & Security Guide for a information on estab lishing system security. The Global Add screen appears.

7 G DD R ECORDS LOBALLY A 3 Global Add screen, see “Parts of the Global Add Screen” on page 5. Note : For more information about the The fields, buttons, options, and checkboxes on the Global Add screen change slightly, based on the type of information you are adding. For example, if you se lect to add Action or Appeal information, the Send Email Message? checkbox appears, allowing you to send an email me ssage to all constituents included in the global add button in the middle of the Global Add screen changes based on the Information process. Also, the title of the e, if you add Action information, the button reads Action type of information you choose to add. For exampl . Information ; if you add Constituent Attributes, the button reads Attribute Information Opening Globally Add Records  , a user can be assigned to more than one group. If a Note : When you establish security for The Raiser’s Edge user belongs to multiple groups and one group has system level rights to records that the other does not, the user does not have rights to those records. For more information about security, see the Security chapter in . the Configuration & Security Guide . The Administration page appears. 1. On the Raiser’s Edge bar click Admin

8 C HAPTER 4 . The Global Add screen appears. Globally Add Records 2. Click , identify the records you want to Include in the 3. Select the type of information you want to Add procedure, and enter the specific information you want added to the records. You can also select to run a control report and create a query of records to which the information could not be added. 4. To add the selected information to the database, click Add Now . After you run the global add procedure, you return to the Administration page. Business Rules Established in , business rules improve data entry speed and help verify the data is correct. Configuration s, see the Configuration chapter of the Configuration & Note : For more information about business rule . Security Guide o categories: those with predefined rules and those With business rules, you can perform common tasks in tw with rules that you define. Predefined rules are for the most part set up by marking a series of checkboxes and options. They govern a wide variety of functions, such as rules for adding gifts and what constitutes duplicate criteria during searches. User Options . Program Basics Guide : For more information about User Options, see the Note User options are preferences you set that affect how The Raiser’s Edge looks and runs on the workstation you are you log into any workstation using your password, your using. User options are login-specific, which means that if preferences are active on that workstation. When you log off that workstation, your preferences are not active for any other user. You can establish user options by selecting from the menu bar on the User Options , Tools . The Options screen appears so you can establish certain user options for your The Raiser’s Edge shell of workstation.

9 G LOBALLY DD R ECORDS A 5 Parts of the Global Add Screen regardless of the information you choose to add. The Global Add screen is essentially the same, However, when adding actions or appeals to records, you can include an email message, and option names change slightly based on the information type you select. Also, the screen accessed when you click the Information button changes based on the information being ad ded. For example, if you are adding Actions and Action Information button, the New Action screen appears; if you are adding Memberships and click you click the Membership Information button, the New Membership screen appears. the This section includes a general description of fields, buttons, checkboxes, and options you may find while working on a Global Add screen. For specific instructions on completing the Global Add screen, see “Globally Adding Records Basics” on page 22. In the Add field select the type of information you want to add to your records. For example, if you want to Add. Add field; if you want to add a note to add a phone call action to constituent records, select “Action” in the constituent records, select “Notepad” in the Add field. The following information types are available in Globally Add Records . • Action Appeal • •Email •Business • Education/School Bank/Financial Institution • • Membership • Notepad • Constituent Attributes • Constituent Codes • • Sponsors for an event Registrants for an event • Guests for an event • Proposal • Assigned Solicitor • Volunteer Award • Volunteer Checklist Items • Volunteer Time Sheet

10 HAPTER C 6 If you add Action or Appeal information and you send an email Add action to constituents with no email. message, the checkbox appears. To add the action to constituents Add action to constituents with no email regardless of whether they have an email address, mark this checkbox. To include constituents who do not have email addresses in an exception query when you run the global add, do not mark this checkbox. You can use this list of exceptions to easily identify constituents who did not get the email message and notify them some other way. Create control report. checkbox, the program generates a report after it If you mark the Create control report runs the global add process. The report includes details about the affected records and a list of any records to which the selected information was not added (exceptions). It also gives reasons for any exceptions. Select the Preview option to view the report on your screen. Select the Print option to print the control report. u can see which records could not accept the global Note : We recommend creating an exception query so yo add. checkbox, the program generates a query of Create exception query. If you mark the Create exception query all records that satisfied the global add criteria but were not changed. You can use the query in other Reports or to run the global add process again. The Raiser’s Edge , such as Mail or functions of Event. If you are adding registrants, sponsors, or guests for an event, in the Event field, you must select the event to which you are adding these participants. Click the binoculars to access the Open screen. From this screen, you can locate the event in your database and click . You return to the Global Add screen, and Open field. You cannot add events from the Global Add screen. the event you selected appears in the Event queries, see the Query chapter in the . Query & Export Guide : For more information about working with Note button to select records to include in the global add. You can add selected information Include Use the Include. to all records in your database or use queries to select specific records to which to add information. If you or choose selected records, the Open Query screen appears. You must select an existing query and click Open and create a new query. click Add New to access Query This button changes based on the type of information you select to add to records in your Information. ; if you add a membership, Action Information database. For example, if you add an action, the button reads . Membership Information the button reads If you select Action, Appeal, or Email in the Send Email Message. Add field on the Global Add screen, you can compose and send an email message to selected constituents. Mark the Send Email Message? checkbox. To option. If a group email is send an individual message to each constituent, select the to each constituent acceptable, with each constituent’s name appearing in the To field of the email message screen, select to group . Event Management Data Entry Guide : For more information about events, see the Note . Update If you are adding registrants, sponsors, or guests to an event, mark the Update number invited. field on the General tab of No. invited number invited checkbox, and the program automatically updates the the event record. Guide : For more information about appeals, see the???? Note . checkbox, Update number solicited If you are adding Appeal information, mark the Update number solicited. field on the General tab of the appeal record. No. solicited and the program automatically updates the

11 G LOBALLY R ECORDS A DD 7 Types of Information You can Add Globally Add Records records. You can update a select group or all records Raiser’s Edge helps you maintain your in your database in one simple process, without opening each record. Simply select the type of information you want to add, the records to which you want the inform ation added, and the information you want to add. The Global Add screen takes you through each necessary step. type of information you want to add. For example, if The exact steps included in the process vary, based on the in addition to selecting the records and entering the you want to add action or appeal information to records, ail message to the selected constituents. The email information you want to add, you can also send an em message option is not available for the other information types. Note Global Add screen, see “Parts of the Global Add Screen” on page 5. : For more information about the This section includes a detailed explanation of the type s of information you can globally add to records in . The Raiser’s Edge Actions : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the open record. In The Raiser’s Edge , actions are the communications between you a nd your constituents as you go about your ons may include telephone ca fundraising activities. In your organization, these acti lls, meetings, mailings, email messages, and tasks. ent or event records you want to include in the global On the Global Add screen for actions, select the constitu add, if you want an email sent to the selected constituents, the action information you want added to the records, and any reports and queries you want to generate. s, see the Actions chapter in the : For more information about action Note . Constituent Data Entry Guide For example, several corporate donors are late paying the balance on a special pledge they made three years ago, during your organization’s annual campaign. Because these are large amounts, your organization intends to Globally Add Records contact the donors individually. Using , you can globally set up actions on all of these corporate donors’ records in one simple process, without opening each record.

12 C HAPTER 8 tituents by email, you can compose and send the message to all or selected Also, if you want to notify the cons constituents from the Global Add screen if you mark the checkbox. To send an individual Send Email Message? message to each constituent, select the to each constituent option. If a group email is acceptable, with each constituent’s name appearing in the to group . To field of the email message screen, select Appeals Appeals are the solicitations that bring in your gifts. Th ese solicitations can include auctions, direct mailings, and phonathons. Note : For more information about appeal s, see the Appeals chapter in the Campaigns, Funds, & Appeals Guide . t records you want to include in the global add, if you On the Global Add screen for Appeals, select the constituen want an email sent to the selected constituents, the appeal information you want added to the records, any reports and queries you want to generate, and if you want to automatically update the number solicited. : For more information about the Note Global Add screen, see “Parts of the Global Add Screen” on page 5. For example, your organization mailed all constituents in your database a notice asking them to give to your 2004 Globally Add associated with any constituent records. Using Annual Appeal. However, this appeal is not currently , you can add this appeal to the Appeals tab of all or selected constituent records in one simple process, Records without opening each record. You can also send email mess ages to all your constituents, reminding them of the appeal notice. Business Relationships nstituent Records chapter relationships, see the Co : For more information about organization (business) Note Constituent Data Entry Guide of the . The Raiser’s Edge you can track constituents’ organization (business) relationships. The primary With tituent’s current employer. Employment information helps organization (business) relationship is usually the cons e contributions from the employer. The program stores information such as you solicit matching gifts or corporat button of the Bio 1 tab, as well Business the organization name, industry, profession, job title, and income on the as on the Relationships tab of the constituent record.

13 G DD R ECORDS LOBALLY A 9 : Warning The Raiser’s Edge does not check to see if the information you add already exists in a record. The program adds the selected information to all records in the specified group. ent records you want to include in the global add, the On the Global Add screen for Business, select the constitu and any reports and queries you want to generate. business information you want added to the records, Global Add screen, see “Parts of the Global Add Screen” on page 5. : For more information about the Note For example, you discover that 37 of your constituen ts are employed by Trapman & Associates. The company indicates it matches gifts given by its employees to your organization. You have a query of all Trapman & Associates employees. Using Globally Add Records , you can globally add the business relationship to this group of constituents in one simple process, without opening each record. Email Globally Add Records to send an email message to selected or all constituent records in your You can use database. The program uses the email address included with the constituent’s preferred address. This grid on the Bio 1 or Org 1 tab of the constituent record. Phones/Email/Links information is entered in the

14 C HAPTER 10 : Warning does not check to see if the information you add already exists in a record. The The Raiser’s Edge program adds the selected information to all records in the specified group. To send a global email message, on the Global Add screen for emails, select the constituent records to which you want to send the message, how you want the email sent to the selected constituents — one at a time or as a group — and any reports and queries you want to generate. When globally sending email messages, exceptions are generated if the constituent’s preferred address does not contain a valid email address. Education/School Relationships Warning : If you globally add records while a constituent record is open, an exception is generated and nothing is added to the open record. nstituent and a school or educational institution. The An education relationship is an association between a co relationships serve to define the educational history of a constituent. You can track an unlimited number of ol. A school relationship can have its own constituent different schools, from grammar school to graduate scho record or exist solely on the constituent record. If the school is a constituent in your database, the two records are linked together, and they display on each other’s respective Relationships tab. Global Add screen, see“Parts of the Global Add Screen” on page 5. Note : For more information about the e constituent records you want to include in the global On the Global Add screen for Education/School, select th add, the education information you want added to the Relationships tab of the records, and any reports and queries you want to generate. Note onships, see the Constituent Records chapter of the : For more information about education/school relati Constituent Data Entry Guide . For example, a Boston School alumni group complete d personal information cards for your organization, ion. However, not until after your volunteer enters the complete with basic biographical and educational informat constituent records for each member of this group, does he realize they are all Boston School graduates. Boston your database. Also, you created a query of the records School is already an organization constituent record in just entered. Using Globally Add Records , you can establish an education/school relationship between the university and these new constituents in one si mple process, without opening each record.

15 G R ECORDS LOBALLY A DD 11 Bank/Financial Institution Relationship cial institution relationships, see the Constituent Data Entry Note : For more information about bank/finan Guide . Bank relationships are associations that your constituents have with banks or other financial institutions. Your constituents may have checking or savings accounts at a particular bank, or they may ask you to automatically king a constituent’s bank information makes monetary withdraw funds on a monthly basis to pay a pledge. Trac transactions faster and easier for both you and the constituent. A bank must be listed in the Financial Institutions rd as a relationship. For more information, before it can be added to a constituent reco Configuration section of see the Configuration chapter in the Configuration & Security Guide. Note : For more information about the Global Add screen, see “Parts of the Global Add Screen” on page 5. On the Global Add screen for Bank/Financial Institution, select the constituent records you want to include in the global add, the bank information you want added to th e Relationships tab of the constituent records, and any reports and queries you want to generate. Membership : Remember, does not check to see if the information you add already exists in a Warning The Raiser’s Edge ion to all records in the specified group. record. The program adds the selected informat If you have Membership Management , you can track multiple memberships and programs, produce reports to members, link gift records to membership records, and analyze membership activity, print lists and directories of ship cards and renewal notices. In addition, you can perform specific mailing tasks, such as preparing member lapsed members, dropping members who have not perform membership transactions, including locating responded to renewal notices, upgrading or downgrading memberships, and renewing memberships for members who want to remain active. Note : For more information about memberships, see the Membership Data Entry Guide .

16 C HAPTER 12 On the Global Add screen for Membership, select the reco rds you want to include in the global add process, the membership information you want added to the Membership tab of the records, and any reports and queries you want to generate. Global Add screen, see“Parts of the Global Add Screen” on page 5. : For more information about the Note For example, your organization recently held its annual membership drive, and all Board Members agreed to Globally upgrade from Individual to Lifetime memberships. Yo u have a query of all your Board Members. Using Add Records , you can add the new membership information to all the board members’ records in one simple process, without opening each record. Notepad Constituent Data e the Constituent Records chapter of the : For more information about notepads, se Note Entry Guide . , notepads make it easy to maintain helpful pieces of information you hear about your The Raiser’s Edge In ons, events, gifts, and proposals. Each notepad has a constituents and store unique information about your acti . The notepad itself accepts free-form text and holds an unlimited Author , and Description , Date, Type, Title amount of information. Warning : If you globally add records while a constituent record is open, an exception is generated and nothing is added to the open record.

17 G LOBALLY R ECORDS A DD 13 On the Global Add screen for Notepad, use the button to select the type of records you want to include in Include the global add: All Actions, All Constituents, All Events, All Gifts, or All Proposals. If you want to include on selected records, select Selected. You can then select or create a query of records you want to include. Global Add screen, see “Parts of the Global Add Screen” on page 5. Note : For more information about the For example, employees with Trapman & Associates, one of your matching gift companies, make it known they prefer donating to specific projects. They do not like their money going for general operating expenses. You have , you can add this information to the a query of Trapman & Associates employees. Using Globally Add Records Notes tab of the employees’ constituent records in one process, without opening each record. Constituent Attributes butes, see the Constituent Records chapter in the : For more information about constituent attri Note . Constituent Data Entry Guide In The Raiser’s Edge , attributes are the qualities, characteristics, and preferences you associate with a record as a way for you to identify a constituent’s special type. For example, constituent record attributes serve tributes may include hobbies, interests, activities, interests, dietary preferences, or mailing requests. At aspects about attributes is their flexibility. You can committees, and important dates. One of the most useful customize attributes to meet your organization’s specific needs. Attributes are initially created and defined in Configuration. You enter constituent attribute information on the Attributes tab of the constituent record. Note : For more information about setting up attributes Configuration , see the Configuration chapter in the Configuration & Security Guide .

18 C HAPTER 14 On the Global Add screen for Constituent Attributes, sele ct the constituent records you want to include in the global add, the attribute information you want to add to the Attributes tab of the records, and any reports and queries you want to generate. Global Add screen, see “Parts of the Global Add Screen” on page 5. Note : For more information about the For example, you learn 130 employees with Trapman & Associates, one of your matching gift companies, have standard 9 a.m. to 5 p.m. business hours. Because this is a matching gift company, each employee has his own Globally Add Records constituent record, and you have a query of all Trapman & Associates employees. Using , e employees’ constituent records in one process, without you can add this information to the Attributes tab of th opening each record. Constituent Codes tituent Records chapter in the constituent codes, see the Cons : For more information about Note Constituent . Data Entry Guide s with your organization. In other words, a constituent Constituent codes define the relationship a constituent ha code tells you why the constituent is in your database. Examples of constituent codes include Current Parent, Friend, Major Donor, Prospective Donor, and Board Member. Each constituent record in your database should more than one constituent code, always list the most have at least one constituent code listed. If you list recognizes the first code listed as the primary The Raiser’s Edge important active constituent code first. constituent code.

19 G LOBALLY R ECORDS A DD 15 e constituent records you want to include in the global On the Global Add screen for Constituent Codes, select th add, the code information you want added to the Bio 2 or Org 2 tabs of the records, and any reports and queries you want generated. Global Add screen, see “Parts of the Global Add Screen” on page 5. : For more information about the Note For example, 130 employees with Trapman & Associates, one of your matching gift companies, expressed an interest in volunteering for your organization. Because th is is a matching gift company, each employee has his own constituent record, and you have a query of all Trapman & Associates employees. Using Globally Add Records , you can add this information to the Bio 2 tab of the employees’ constituent records in one process, without opening each record. Registrants for an Event dinators, instructors, vendors and other businesses that Registrants are the event’s players, team captains, coor supply a service or product for the event, or any other person involved with the event. Note : For more information about events and registrants, see the Event Management Data Entry Guide . Globally adding registrations is availa ble only if you have Event Management.

20 HAPTER C 16 On the Global Add screen for Registrants for an event, se lect the constituent records you want to include in the global add, the registrant information you want added to the Participants tab of the event record, the event record to which you want this information added, and any reports and queries you want to generate. : For more information about the Global Add screen, see “Parts of the Global Add Screen” on page 5. Note tournament. All of your Board Members register for the For example, your organization is holding its annual golf , you can add the registration Globally Add Records event, and you have a query of their records. Using in one process, without opening each record. information to all of their constituent records Sponsors for an Event presenting a registrant or a group of registrants for an A sponsor is an individual or organization sponsoring or re event. A sponsor can pay all the registration fees, and th e registrants can participate in the event as a group. Note : For more information about events and sponsors, see the Event Management Data Entry Guide . Globally adding sponsors to an event is available only if you have Event Management.

21 G DD R ECORDS A LOBALLY 17 On the Global Add screen for Sponsors for an event, se lect the constituent records you want to include in the e Participant tab of event records, the event record to global add, the sponsor information you want added to th which you want this information added, and any reports and queries you want generated. : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the open record. For example, your organization is holding its annual golf tournament. A representative from Dynamic Engineering ries want to sponsor participants in the tournament. called to let you know the company and its three subsidia Dynamic Engineering and the subsidiaries are constituents in your database. Using Globally Add Record s, you can add the sponsorship information to all four records in one simple process instead of opening each record. Guests for an Event A guest is an individual or organization attending an event as an invitee (guest) of a registrant. Note : For more information about events and guests, see the Event Management Data Entry Guide . Globally adding guests is available only if you have Event Management.

22 HAPTER C 18 On the Global Add screen for Guests for an event, select the constituent records you want to include in the global add, the guest information you want added to the Participant tab of event records, the event record to which you want this information added, and any reports and queries you want generated. Global Add screen, see “Parts of the Global Add Screen” on page 5. Note : For more information about the tournament. Trapman & Associates, a registrant of the For example, your organization is holding its annual golf ests. Because Trapman is a matching gift company, its tournament, tells you it is bringing its employees as gu employees are all constituents in your database, and you have a query of all their records. Using Globally Add Records , you can add the guest information to all the employ ee records in one simple process, without opening each record. Proposals A proposal is a formal plan detailing how your organization intends to win funds from a prospective donor, how much financial support you expect, where the money will be used, and much more. Note : For more information abou t proposal records, see the Prospect Data Entry Guide . Globally adding proposals is available only if you have Prospect Research Management.

23 G LOBALLY R ECORDS A DD 19 tuent records you want to include in the global add, the On the Global Add screen for Proposals, select the consti proposal information you want added to the Prospect ta b of the records, and any reports and queries you want generated. Global Add screen, see “Parts of the Global Add Screen” on page 5. : For more information about the Note childhood diseases, researched a number of constituents, For example, your organization, dedicated to fighting trying to learn about their giving potential. You found 100 constituents you believe are good prospects to give $500 each to your Annual campaign. You saved the records in a query. Using Globally Add Records , you can add in one simple process, without opening each record. a proposal record to each prospect’s constituent record Assigned Solicitors : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the open record. organization in your database, to win contributions to You can assign a solicitor to a constituent, an individual or your campaigns or funds. When you assign a solicitor to a constituent, you can enter specific information concerning the solicitor’s assignment, including the length of the assignment and the solicit amount. Note : For more information about solicitor s, see the Solicitors chapter in the Constituent Data Entry Guide .

24 C HAPTER 20 On the Global Add screen for Assigned Solicitor, select th e constituent records you want to include in the global add, the solicitor information you want added to the Relationships tab of the constituent records, and any reports and queries you want to generate. Global Add screen, see “Parts of the Global Add Screen” on page 5. Note : For more information about the apman & Associates. Mohammed is also a solicitor for For example, constituent Mohammed Rahman works for Tr your organization. Because Trapman is a matching gift company, all of its employees have constituent records in Globally Add Records , you can assign your database, and you have a query of the employee records. Using Mohammed as the solicitor to all Trapman employees for one year, using one simple process and without opening each record. Volunteer Awards Many organizations award volunteers for their loyal commitment and service. On the Volunteer tab of each volunteer’s constituent record, you can build a history of se rvice by tracking awards given to the volunteer. Each award you add appears in the Awards grid. You can also designate the next award for which the volunteer is , Globally Add Records tentatively scheduled and enter any comments you have concerning the next award. From you can add volunteer award information to a numbe r of constituent records all at the same time. Note : For more information about volunteers, see the Volunteers & Jobs Data Entry Guide . Globally adding volunteer awards is available only if you have Volunteer Management.

25 G LOBALLY DD R ECORDS A 21 On the Global Add screen for Volunteer Award, select th e constituent records you want to include in the global add, the award information you want added to the Volunteers tab of the records, and any reports and queries you want generated. : For more information about the Note Global Add screen, see “Parts of the Global Add Screen” on page 5. For example, your organization is a hospital. A group of exceptional volunteers each logged 200 hours working at the patient information desk. They received their Volunteer Appreciation awards at the last hospital board meeting. You have a query of their constituent records. Using , you can add the award to Globally Add Records these volunteer records in one simple process, without opening each record. Volunteer Checklist Items eer to complete before he can start a job. Checklists A checklist contains the individual items you require a volunt are important when determining the jobs a volunteer can actually be assigned. On the Global Add screen for Volunteer Checklist Items, select the constituent records you want to include in the global add, the checklist information you want added to the Volunteers tab of the records, and any reports and queries you want generated.

26 C HAPTER 22 : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the open record. For example, your organization is an aquarium and a new group of volunteers will start in May, volunteering with the Turtle Talks Program. Before a volunteer can start work at the aquarium, he must complete a volunteer orientation, attend the Preserving our Aquatic Environment seminar, and have a TB test. You have a query of the Globally Add Records May volunteers’ constituent records. Using , you can add this information to all the volunteers’ constituent records in one simple process, without opening each record. Volunteer Time Sheets . Globally adding Volunteers & Jobs Data Entry Guide : For more information about volunteers, see the Note volunteer awards is available only if you have Volunteer Management. particular job on a particular date and calculates the A time sheet summarizes the hours a volunteer worked at a value of that time. You can globally add a volunteer time sheet to a group of volunteers. ct the constituent records you want to include in the On the Global Add screen for Volunteer Time Sheet, sele global add, the time sheet information you want added to the Volunteers tab of the records, and any reports and queries you want generated. : For more information about the Global Add screen, see “Parts of the Global Add Screen” on page 5. Note For example, your environmental organization held its annual Clean Up Our Neighborhoods day. Several lawns on a block in their neighborhood. You have all of volunteers with your organization worked all day mowing , you can add the hours worked to their constituent the volunteers saved in a query. Using Globally Add Records records in one simple process, without opening each record. Globally Adding Records Basics Note : You can globally add new Addressees/Salutations, using Globally Change Records . To access Globally Change Records , click Admin on the Raiser’s Edge bar, and click the link. For more information about the global change function, see “Globally Change Records” on page 31.

27 G LOBALLY R ECORDS A DD 23 Admin Globally Add Records adds information to all or selected Accessed through on the Raiser’s Edge bar, records in your database. When you globally add inform ation to records, the records are permanently changed. The only way to retrieve the old record is by restoring you database from a backup. the proper security privileges. Security is established in Also, you can globally add records only if you are assigned , accessed through the Administration page. For more i nformation on establishing security rights, see the Security Security chapter in the Configuration & Security Guide . Query Types When globally adding information to records, you can select to include all records or selected records. If you records you to which you want the information added. choose selected records, you must have a query of the Query You create query files in . , see the Query : For more information about Note . Query & Export Guide Query performs two tasks. First, it segments your databa se based on criteria you define. Second, it groups . records for quick reference and use in other areas of the program, such as Globally Add Records You must also make sure the query type under which the re cords are saved is compatible with the record type to which you want to add information. Selecting a specific que ry type instructs the program to select that particular ries available to include in a query. . Query types determine the field catego record type for inclusion in the query Add options and query types are compatible for use in Globally Add Records . The following Add Options Query Type Constituent, Individual, Organization, Event Action Constituent, Individual, Organization Appeal Business Constituent, Individual Email Constituent, Individual, Organization Constituent, Individual Education/School Constituent, Individual, Organization Bank/Financial Institution Membership Constituent, Individual, Organization Notepad Constituent, Individual, Organization Constituent Attributes Constituent, Individual, Organization Constituent Codes Constituent, Individual, Organization Registrants for an Event Individual, Organization Sponsors for an Event Individual, Organization Guests for an Event Individual, Organization Proposal Constituent, Individual, Organization, Assigned Solicitor Constituent, Individual, Organization Volunteer Award Constituent, Individual, Organization, Participant Volunteer Checklist Items Constituent, Individual, Organization, Participant Volunteer Time Sheet Constituent, Individual, Organization, Participant

28 HAPTER C 24 Globally Adding Information to Records : If you globally add records while a constituent record is open, an exception is generated and nothing Warning is added to the open record. On the Global Add screen, depending on the information yo u select to add, you can select the constituent records ssage to the selected constituents, enter the information you want to include in the global add, send an email me you want added to the records, and select the reports and queries you want generated. Remember, The Raiser’s Edge does not check to see if the information you add already exists in a record. The program adds the selected information to all records in the specified group. Globally adding information to records  Admin . The Administration screen appears. 1. On the Raiser’s Edge bar, click 2. Click Globally Add Records . The Global Add screen appears.

29 G LOBALLY DD R ECORDS A 25 3. In the Add field, select the type of information you want to add to your records. For example, if you want to add a phone call action to constituents’ action records, select “Action” in the Add field; if you want to add a note to constituent records, select “Notepad” in the Add field. 4. Use the Include button to select records to include in the global add. You can add selected information to all records in your database or use queries to select specific records to which to add information. If you choose selected records, the Open Query screen appears. You must select an existing query and click Open , or click Add New to access Query and create a new query. Note : For more information about queries, see the Query chapter in the Query & Export Guide . Once you select or create a query, you return to the Global Add screen. The query name appears next to the Include button.

30 C HAPTER 26 Add 5. If you select Action, Appeal, or Email in the field, you can compose and send an email message to selected constituents from the Global Add screen. Mark the Send Email Message? checkbox. To send an individual message to each constituent, select the to each constituent option. If a group email is To acceptable, with each constituent’s name appearing in the to field of the email message screen, select group . : To include constituents who do not have email addresses in an exception query when you run the global Note ptions to easily identify . You can use this list of exce Add action to constituents with no email add, do not mark constituents who did not get the email message and notify them some other way. Add action to constituents with no email 6. If you send an email message from the Global Add screen, the checkbox appears. To add the action to constituents regardless of whether they have an email address, mark this checkbox. 7. To enter the information you want to add to the selected records, click the button. The Information name of the button changes, based on the type of information you are adding to the records. For example, if you add Action information, the button reads ; if you add Business Action Information Business Information . information, the button reads Information Also, the screen accessed by clicking the button changes, based on the type of information you are adding to the records. For example, if you are adding Action information, the New Action screen button. appears when you click the Action Information button, see the following guides. Information For information about the screens accessed from the Constituent Data Entry Guide • New Action screen - see the Actions chapter in the Campaigns, Funds, & Appeals Guide . • Appeal screen - see the Appeals chapter of the • Business screen - see the Constituent Records chapter of the Constituent Data Entry Guide • Education/School screen - see the Education/School Relationships section in the Constituent Records Constituent Data Entry Guide chapter of the • Bank/Financial Institution screen - see the Bank/Fin ancial Relationships section in the Constituent Constituent Data Entry Guide Records chapter of the Membership Data Entry Guide • Membership screen - see the

31 G LOBALLY DD R ECORDS A 27 • Notepad screen - see the Notes section in the Constituent Records chapter of the Constituent Data Entry Guide • Constituent Attributes screen - see the Attributes section in the Constituent Records chapter of the Constituent Data Entry Guide • Constituent Codes screen - see the Adding misce llaneous biographical information on the Bio 2 tab procedure in the Constituent Records chapter of the Constituent Data Entry Guide Event • Registrant screen - see the Adding Participants section in the Event Management chapter of the Management Data Entry Guide • Sponsor screen - see the Adding Participants section in the Event Management chapter of the Event Management Data Entry Guide • Guest screen - see the Adding Participants section in the Event Management chapter of the Event Management Data Entry Guide Prospect Data • Proposal screen - see the Proposal section in the Prospect Information chapter of the Entry Guide Constituent Data Entry Guide • Solicitor Assignment screen - see the Solicitors chapter of the • Volunteer Award screen - see the Volunteer Awards section in the Volunteer & Jobs chapter of the Volunteer & Jobs Data Entry Guide • Volunteer Checklist Items screen - see the Checklists on the Volunteer Tab section in the Volunteer & Jobs chapter of the Volunteer & Jobs Data Entry Guide • Volunteer Time Sheet screen - see the Time Sheets on the Volunteer Tab section in the Volunteer & Jobs chapter of the Volunteer & Jobs Data Entry Guide Information button, indicating the On the Global Add screen, a red check mark appears on the information has been entered. Create control report checkbox, the program generates a report after it runs the global 8. If you mark the add process. The report includes details about the affected records and a list of any records to which the selected information was not added (exceptions). It also gives reasons for any exceptions. Select the Preview option to view the report on your screen. Select the Print option to print the control report. u can see which records could not accept the global : We recommend creating an exception query so yo Note add. checkbox, the program generates a query of all records that 9. If you mark the Create exception query The satisfied the global add criteria but were not changed. You can use the query in other functions of , such as or Reports or to rerun the global add process. Raiser’s Edge Mail

32 C HAPTER 28 Add 10. If you selected Action, Appeal, or Email in the field and you are sending an email message, click the Enter Email Now button. A message appears, asking if you are sure you want to add the action to the selected records. Ye s to continue. If you marked 11. Click , the Save Static Query screen appears. Create exception query 12. Enter a Query name and Description . The Query format defaults to “Static” and cannot be changed. 13. Mark Other users may execute this query to allow others to run this query. 14. Mark to allow others to change the query parameter file. Other users may modify this query 15. Click Save . The Email Message screen appears. : If you are using a 32-bit email program, the screen for sending mail with that program appears. Note Otherwise, the Email Message screen appears. Subject 16. Enter a and compose your message. 17. When you finish entering your message, click Send Now . A processing bar appears, tracking the global add procedure. The Global Add Complete! screen appears when the process is complete. This screen displays the Records Processed, information Added, and any Exceptions.

33 G A DD R ECORDS LOBALLY 29 18. Click Close . If you marked Create control report , the control report appears. 19. From this screen, you can Print , Refresh , or Export the report. 20. To close the report, click the “X” in the upper right corner. You return to the Administration page.

34 C HAPTER 30

35 2 chapter Globally Change Records Navigating in Globally Change Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 . . . . . . . . . . . . . . . . . 35 Toolbar for Globally Change Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Parts of the Global Change Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Edit Change Parameters Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Common Checkboxes on the Edit Change Parameters Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 . . . . . . . . . . . . . . . . . . . . . . . . 42 Replace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Partial Replace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 . . . . . . . . . . . . . . . . . . . . . . . . 43 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Increase/Decrease . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Swap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 . . . . . . . . . . . . . 44 Record Types You can Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Constituents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Globally Changing Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Procedures Opening Globally Change Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Globally changing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

36 C HAPTER 32 makes it easy to change information in a group of records in your database. For example, if The Raiser’s Edge 7 your telephone area code changes, you can perform a glob al change to replace the old area code with the new a global change parameter file and run it again or modify one in all your records. You can save this information in it later. You can make a global change in all records in your database or in a group of records you select. : Before performing a global change, we strongly recommend you completely back up your database. Warning To successfully back up your data, you must first shut down the database. Because global changes are based on record types, changes must be made one record type at a time. For example, you must change the area codes in constituen t records, event records, and action records as three separate glob al changes. To record your change process, you can generate a control report. The report includes details about the changed also gives reasons for each exception. If you create a records and a list of any records not changed (exceptions). It The Raiser’s Edge , query of records included in the global change, you can use the query in other functions of such as not changed by the global change process. Mail or Reports . An exception query contains the records In Globally Change Records , you can perform a number of different operations: add, delete, copy, move, swap, replace, partially replace, increase, or decrease values in a field you select. In addition, you can change an attribute record, an assigned solicitor, a soft credit recipient, primary alumni information, and preferred addresses. Each global change procedure is based on a record type. You can globally change fields in any of the following gn, appeal, gift, action, and job. Many of the record record types: constituent, event, membership, fund, campai types have subcategories. For example, a Constituen t record type includes the following subcategories: dual, Organization, and Individual/Contact/Employee Organization/Business Relationship, Proposal, Indivi determine the fields available to change. For example, Relationship. The record type and subcategory you select if you select Constituent records, all fields included on the constituent record, such as fields related to addressees/salutations, biographical, and address informatio n, are available for the global change process. If you select Proposal constituent records, only fields sp ecific to the constituent proposal record, such as Amount , and Deadline , are available for the global change process. Amount Funded , Asked

37 G C HANGE R ECORDS LOBALLY 33 Navigating in Global ly Change Records The Globally Change Records page contains the commands necessary to complete a ll global change functions. You can use a variety of parameters to define a glob al change process. To access the function, click the Globally Change Records link on the Administration page. The Globally Change Records page appears. The fields available for a global change procedure vary , depending on the record type in which you want to change information.

38 C HAPTER 34 Note : Not all fields from all records types are available. category in the tree view For example, if you want to change campaign attributes, you must select the Campaign on the Globally Change Records page. All campaign record fields available for the global change appear in the Available Fields box, including campaign attributes. Campaign at tributes are not available in any other record type. So, for example, if you select the Constituent category in the tree view on the Globally Change Records Available Fields screen, campaign attributes do not appear in the box. They are not part of the constituent record.  Opening Globally Change Records 1. On the Raiser’s Edge bar, click Admin. The Administration page appears. . The Globally Change Records page appears. 2. On the Administration page, click Globally Change Records The tree view on the left of the page shows the types of records you can change. You can make global changes to constituent, event, membership, fund, campaign, appeal, gift, action, and job records. For more information about the global change proce ss, see “Globally Changing Records” on page 46. membership , : You can globally change event information only if you have Event Management Note information only if you have Membership Management, and job information only if you have Volunteer Management. Saved global change parameter files appear in the gr id on the right of the page. The grid provides the name of the file, the file type, a short description, the date on which it was created, and who created the file. New Change , Open Above the tree view are the , and links for globally changing records. Click Delete these buttons to create a new global change, open a saved global change, or delete a saved global change.

39 G LOBALLY HANGE R ECORDS C 35 New Change , the Global 3. Select a record type in the tree view on the left side of the screen and click Change screen for the selected record type appears. For detailed information about the components of the Global Change screen, see “Parts of the Global Change Screen” on page 37. 4. After you globally change information and save and name the global change parameters, select File , Close from the menu bar on the Global Change screen. You return to the Globally Change Records page, and the new global change parameter file appears in the grid on the right side of the screen. Toolbar for Globally Change Records : You can set up a user option enabling you to view tool tips as you hold your cursor (hover) over each Note of each command. For more information about setting up item in the toolbar. Tool tips explain the function this user option, see the User Options chapter of the . Program Basics Guide . To save time, you Globally Change Records A toolbar is a row of buttons representing commands or functions in can use these buttons as alternatives to menu commands. Save the current global change parameter file Delete the selected global change parameter file Run the selected global change

40 C HAPTER 36 r file to your Favorites list Add this global change paramete View properties for a selected global change Access help topics Business Rules Established in Configuration , business rules improve data entry speed and help to verify that data is correct. Note s, see the Configuration chapter of the Configuration & : For more information about business rule . Security Guide With business rules, you can perform common tasks in tw o categories: those with predefined rules and those with rules that you define. Predefined rules are for the most part set up by marking a series of checkboxes and as rules for adding gifts and what constitutes duplicate options. They govern a wide variety of functions, such criteria during searches. User Options Note . Program Basics Guide : For more information about User Options, see the User options are preferences you set that affect how The Raiser’s Edge looks and runs on the workstation you are you log into any workstation using your password, your using. User options are login-specific, which means that if preferences are active on that workstation. When you log off that workstation, your preferences are not active from the menu bar on the User Options for any other user. You can establish user options by selecting Tools , shell of Globally . The Options screen appears so you can establish certain user options for The Raiser’s Edge . Change Records

41 G LOBALLY HANGE R ECORDS C 37 Parts of the Gl obal Change Screen The Global Change screen is essentially the same, regardless of the record type you select. Only the list of Available Fields changes, based on the record type and subcategory you select on the Globally Change Records page. All other fields, buttons, options, and checkboxes appear for all record types and subcategories. In the Available Fields box, you select the fields and parts of the record you want to change. For example, if you Available Fields want to add the “Celebrity Auction” to all gift records, select Appeal Id in the Appeal Id box and click Select . The Edit Change Parameters screen appears, from which you can search for the appeal. For more information, see “Edit Change Parameters Screen” on page 41.

42 C HAPTER 38 Show field, you can narrow the list of available fields by selecting a specific type of field. In the field, you can select “Gift Attributes”, and only For example, if you are globally changing gift records, in the Show fields related to gift attributes appear. Select “” to display all fields related to all gift records. If you mark Create control report , the program generates a report after it runs the global change process. The of any records not changed (e xceptions). It also gives report includes details about the changed records and a list reasons for each exception. If you mark , the program automatically creates new table entries for fields Automatically add new table entries Globally Change changed that do not already have the table entry entered as an option. For example, you run the process, and you want to replace the Industry category entry “Arts” with “Arts and Music”, but “Arts and Records Industry in Tables . If you have security rights, you can mark the Music” does not exist as a table entry for Automatically add table entries checkbox, and Globally Change Records adds “Arts and Music” as a table entry for Industry at the same time the change records process runs. For more information about tables, see the Configuration & Security Guide . Configuration chapter of the If you mark , the program generates a query of all records that satisfied the global Create query of exceptions change criteria but could not be changed. You can use the query in other functions of The Raiser’s Edge , such as Mail or Reports , or to run the global change process again. If you mark , the program generates a query of all records changed in the global Create query of changed records change process. You can use the query in other functions of The Raiser’s Edge , such as Mail or Reports . Also common to all Global Change scre ens are the buttons, which help you select the information you need to run the global change process.

43 G LOBALLY HANGE R ECORDS C 39 Include. Include button to select records to include in the global change. You can change all records in Use the your database or use queries to select specific records to change. If you choose to change selected records, Open the Open Query screen appears. You must select an existing query and click Add New to access or click Query and create a new query. Query & Export Guide t creating a query, see the : For more information abou Note . box. The Find screen appears. button to search subcategories in the Find Use the Available Fields Find. Find Amount For example, if you want to find the field in a Gift record global change, enter “Amount” in the Match field. In the what field you can specify that you want the “Whole field” name to match, “Any part of to make your search the field” name to match, or the “Start of field” name to match. Mark Match case case-sensitive. Available Fields Selected button to move a highlighted field from the Select. Use the Select box into the Changes box. When you click the button, the Edit Change Parameters screen appears, so you can select the operation you want to perform. For example, if you highlight Appeal ID in the Available Fields box, the Edit Change Parameter screen appears, allowing you to select to “Add”, “Replace”, or “Delete” the Appeal ID . For more information about the Edit Change Parameters screen, see “Edit Change Parameters Screen” on page 41. box. Remove. Remove Use the button to remove selected fields from the Selected Changes button to quickly return to the Edit Change Parameters screen after you select the Use the Criteria. Criteria fields you want to change.

44 C HAPTER 40 Selected Changes Criteria In the box, select the entry for which you want to view the change criteria. Click and the Edit Change Parameters screen appears. For more information about this screen, see “Edit Change Parameters Screen” on page 41. The Browse Changes. button is activated only if you are copying, moving, swapping, Browse Changes replacing, or partially replacing a field. With it, you can preview how a specific field change affects the selected records before you actually run the global change. To activate the button, select a field entry in the Selected Changes box. Click Browse Changes . A screen appears showing the records and how the change parameters affect them. Change Now. Change Now button to process the global change. When you click Change Now , the Save Use the Global Change As screen appears, and you can name and describe the parameter file. Cancel. Use the Cancel button to stop processing the global change. Be aware that any records already changed cannot be undone. When you click Cancel , a warning screen appears, asking if you are sure you want to cancel the global change. To continue, click Resume Change . To stop the global change process, click Exit Change . You return to the Global Change screen.

45 G LOBALLY HANGE R ECORDS C 41 Edit Change Parameters Screen box of the Global The Edit Change Parameters screen appears when you select a field in the Available Fields Fiscal Year Starts Available Fields box on the Global Change screen. For example, when you select from the Change - Constituents screen, the following screen appears. Operation field, where you select to add, replace, partially replace, delete, increase, The screen contains an Operation decrease, copy, move, or swap information in the field. Not all selections are available for every type of change. Your selection in the Operation field determines which additional fields and checkboxes appear on the screen. Operation field, the Partially replace field appears, allowing For example, if you select “Partial Replace” in the you to enter what you want to partially replace. In the With field, enter what you want to replace the information you entered in the Partially replace field with. Common Checkboxes on the Edit Change Parameters Screen The Edit Change Parameters screen includes three checkboxes common to several global change operations. Match case checkbox to make the change process case-sensitive (for example, to search only for •Mark the “South” and not “south”). •Mark the checkbox to use wildcard characters such as * and ? in strings of information Use pattern matching to be changed. You can use the question mark symbol to replace a charac ter. By typing a question mark within a word, you are asking the program to search for every possible spelling of the word with the question mark in that specific spot. More than one question mark is allowed within a word. For example, if you want to locate any Last Name “like” Sm?th. The constituent with a last name such as Smith or Smyth you can use the criteria program selects all constituents whose last name fits the pattern you described. You can use the asterisk to replace a series of characters. For example, to locate all constituents with a last name ending with the letters “son”, you can enter the criteria Last Name “like” *son. The program selects all constituents whose last name ends in son (for example, Simpson, Henderson, or Michaelson). •Mark the Find whole words only checkbox, and the program searches for whole words only when searching for text to change

46 C HAPTER 42 Add Note : You cannot copy, swap, or move fields that represent more than one value. For example, on a group of constituent records, you cannot globally change “Address line 1” under “All addresses” using copy, swap, or move because it represents address line 1 for all non-preferred addresses, not one specific address. The Add global change function adds value to fields. This value can either replace the current value or make no checkbox on the Edit changes to the current data, depending on whether you check the Overwrite existing value Change Parameters screen. • If you leave the Overwrite existing value checkbox unmarked, only empty fields receive the new value. Non-empty fields are not modified. Overwrite existing value checkbox, the program overwrites the values existing in the field. The • If you mark the new value is added to empty fields and replaces the existing values. Overwrite existing value For example, you are making a global change to add “Ms.” as a title. If you leave the checkbox unmarked, “Ms.” is added only to records with no title defined. Records with “Mrs.”, “Dr.”, or any other value remain unchanged. checkbox, the program replaces all titles with “Ms.”, regardless of what If you mark the Overwrite existing value the title was originally. Some fields in The Raiser’s Edge , however, have multiple values. They are generally fields included in a grid, Volunteer Type Phone number , for example. For these type of fields, the allowing for multiple rows of data. and data-replacement rule is as follows: checkbox unchecked, the new value is not written to any of the Overwrite existing value • If you leave the many-to-one types of fields. • If you mark the Overwrite existing value checkbox, then the specified value overwrites ALL existing values in the designated fields. Blank fields remain blank. Replace elds that use code tables (have predefined values). For The Replace global change function is available only for fi Configuration & Security Guide more information about code tables, see the Configuration chapter of the . The Replace function searches for records that exactly match the value (Partial Replace searches for values that field blank for the replace function. contain the value.). You cannot leave the Replace State field from “GA” to “SC”, in the For example, to replace the value in the Replace field, enter “GA”. In the field, enter “SC”. The program changes the state to SC in these records. With Partial Replace : The Partial Replace function is not available for Note code table fields. For more information about code tables, see the Configuration chapter of the . Configuration & Security Guide The Partial Replace global change function searches for records containing the selected value. (Replace searches for records exactly matching the value.) You cannot leave the Replace field blank for the partial replace function. To make the search case sensitive (for example, to search only for “South” and not “south”), mark the Match case checkbox. For example, you can use the Partial Replace global change function to change area codes for records in a query. Because the entire phone number, including area code, is part of a field, you can replace part of the phone number (the area code for first three digits) with a new value. You can partially replace 803 with 843. Any records in the query with a phone number starting with 803 have those numbers replaced with 843. The remainder of the phone numbers in the query remain unchanged.

47 G LOBALLY HANGE R ECORDS C 43 Delete The Delete global change function deletes any value in the selected fields containing the value you specify in the Delete field. For example, your organization no longer requires a minimum age of 16 for selected jobs in your database. You can delete the age requirement by entering “16” in the field. Delete Increase/Decrease The Increase or Decrease global change function increases/decreases values in fields containing a numeric value by an exact amount or percentage. When increasing/decreasing values by a percentage, you specify the number rounded. For fields containing a date value, you of decimal places to which the final value should be increase/decrease the date by a specified number of days, weeks, months, or years. Increases and decreases take into account different length months and leap years. For example, increasing by one day replaces 07/06/2004 with 07/07/2004, or 07/31/2004 with 08/01/2004. 01/2004, or 06/02/2004 with 05/26/2004. Increasing by Decreasing by one week replaces 07/08/2004 with 07/ one month replaces 07/13/2004 with 08/13/2004, or 01/30/2004 with 02/29/2004 (the last day of the next month). Copy the source field into a compatible target field. In the The Copy global change function places the entire value of Copy to field, click the binoculars to select the target field. The value in the target field either makes no changes to the current data or replaces the current value, depending on whether you mark the Overwrite existing value checkbox. • If you leave the Overwrite existing value checkbox unmarked, only empty fields receive the new value. Non-empty fields are not modified. • If you mark the checkbox, the program overwrites existing values. The new value is Overwrite existing value moved into empty fields, and it replaces values in fields with existing values. Swap The Swap global change function places the entire value from the source field into the target field, and the original value of the target field into the source field. In the Swap with field, click the binoculars to select the target field. Move The Move global change function places the entire value of the source field into the target field. Move also deletes the value from the source field. In the field, click the binoculars to select the target field. Move to The value in the target field either makes no changes to the current data or replaces the current value, depending on whether you mark the Overwrite existing value checkbox. • If you leave the Overwrite existing value checkbox unmarked, only empty fields receive the new value. Non-empty fields remain unchanged. • If you mark the Overwrite existing value checkbox, the program overwrites existing values. The new value is moved into empty fields, and the new value replaces existing values in fields with values.

48 C HAPTER 44 Record Types You can Globally Change Globally Change Records records. You can update information in helps you maintain your Raiser’s Edge ft, action, and job records. Each record type appears constituent, event, membership, fund, campaign, appeal, gi as a category on the Globally Change Records page. The larger record ty pes, such as Constituent, include subcategories, allowing you to make changes to specific constituent record types: Constituent, Organization/Business Relationship, Proposal, Indivi dual, Organization, or Individual/Contact/Employee Relationship. The categories determine the fields available for the global change procedure. For example, if you want to globally change Address Attributes, you need the Constituent category, if you want to change participant Shirt Size options, you need the Participant subcategory available under Event. Constituents Constituents are individuals or businesses who support your organization by contributing time, money, and resources. You can make global changes to constituent re cords in your database. For example, if a bank changes Globally Change Records its name or is acquired by another bank, use to change the bank name in one process instead of making the change to each constituent record individually. You can create a constituent global change paramete r file for the following categories: Constituent, Organization/Business Relationship, Proposal, Indi vidual, Organization, Individual/Contact/Employee Relationship. The list in the Available Fields box changes based on the category you select. For example, if you want to change a part of the constituent record — Addressee/Salutations, Aliases, Address Addresses — select the Constituent category; if you want to change part of a Proposal record — proposal attributes or fields such as Amount Asked or Ratings — select the Proposal category. Events , or dances you use to raise funds. You can make global Events are occasions such as golf tournaments, banquets changes to event records only if you have Event Management. For example, due to building renovation, you need to book a different auditorium for several events. Use to change the location in the Globally Change Records event records in one process instead of making the change to each event record individually. You can create an event global change parameter file fo r the following categories: Event and Participant. The list in the Available Fields box changes based on the category you select. For example, if you want to change a part of the event record — Event Attributes or fields such as Capacity or Goal — select the Event category; if you want to or fields such as Solicitor or Status — select the change part of a participant record — Participant Attributes Participant category. Memberships Membership records help you track multiple memberships and programs; produce reports to analyze membership activity; print lists and directories of members; link gift records to membership records; and perform specific mailing tasks, such as preparing membership cards and renewal notices. You can globally change information on membership records only if you have Membership Management. For example, to extend the expiration date of your student memberships, use Globally Change Records to change the expiration date in one process instead of making the change to each membership record individually.

49 G LOBALLY HANGE R ECORDS C 45 Funds Funds are the specific financial purpose of gifts given to your organization. For example, your organization can ing Fund. Funds identify the financial accounts in which have a Building Fund, Acquisition Fund, or General Operat gifts and pledges should be recorded. You can globally change information in fund records in your database. For example, to change the end date for all funds having outstanding expenses, use to Globally Change Records change the date in one process instead of making the change to each fund record individually. Campaigns Campaigns are your overall objectives for raising money. For example, you can have a New Building Campaign, an n set up a campaign to include information, such as Endowment Campaign, or an Annual Giving Campaign. You ca to create summaries and reports to analyze the progress goals and start and end dates; and use this information and success of the campaign. You can also identify the funds and appeals which make up the campaign. You can ample, to change the end date for all campaigns having globally change information in campaign records. For ex Globally Change Records to change the date in one process instead of making the outstanding expenses, use change to each campaign record individually. Appeals Appeals are the solicitations that bring in gifts to your organization.You can set up appeals such as direct mailings, phonathons, exhibits, and newsletters to track the number of constituents you solicit for each appeal. You can also define a default benefit given to those who donate to an appeal (such as a coffee mug, t-shirt, or newsletter subscription) and how much each benefit costs your organization. You can globally change information in appeal records. For example, to change the end date for all appeals having outstanding expenses, use Globally Change Records to change the date in one process instead of maki ng the change to each appeal record individually. Gifts ed payments consecutively from future mailings, : To remove regular supporters who have miss Note field. Then Number of Consecutive Missed Payments transaction files, etc., you can create a query using the riate recurring gift records’ status to Terminated. you can use this query to globally change the approp A gift record contains detailed information about a donation given to your organization by a specific constituent. , amount, and type; the solicitor responsible for obtaining the gift; and the This information includes the gift date campaign, fund, and appeal. Gift records are designed to store all information relating to a single gift in one place. ft record. You can globally change information in gift Each gift donated to your organization has a separate gi to change the Globally Change Records records. For example, to replace the appeal on a group of gifts, use appeal in one process instead of making th e change to each gift record individually. Actions ng a donation from a constituent. They may include Actions are the specific steps you take toward securi tions allow you to build a history of the contacts and meetings, mailings, telephone calls, and email messages. Ac communications involved in creating a successful relati onship with a constituent. In addition to tracking can automatically remind you days, weeks, or months The Raiser’s Edge meetings, phone calls, and mailings, change information in a group of action records. For before an action is scheduled to occur. You can globally Globally Change example, to change the location of a meeting with a group of your organization’s volunteers, use to change the meeting place in one process instead of making the change to each separate record. Records

50 C HAPTER 46 Jobs of work assigned to volunteers in your organization. From a job record, you Jobs are tasks or miscellaneous pieces can enter a category and position for the job, the start and end dates, whether or not you allow mandated volunteers to be assigned to the job, and you can mark th e job as completed when it is finished. You can enter the type of volunteer needed for the job, a complete job de scription, and the minimum age your volunteers must be before they can be assigned to the job. If the job is for a particular organization or event, you can link the job to that organization or event record. You can globally change information in job records only if you have Volunteer Management. For example, you may want to raise, lo wer, or eliminate the minimum age for volunteers who Globally Change Records to change to change the perform certain jobs. To change the age in your database, use the change to each job record individually. minimum age in one process instead of making Globally Changing Records Warning : Before performing a global change, we strongly recommend you completely back up your database. To successfully back up your data, you must first shut down the database. to change a wide variety of record types in your You can use the global change process in The Raiser’s Edge database without accessing each record individually. For example, instead of using valuable hours to change the name of a bank in your records one at a time, you can change the bank name with just one process. You simply open Globally Change Records , complete the Global Change screen, and click one button to change the bank name on all or selected records. Understanding the different record types is essential to using Globally Change Records properly. Selecting a specific record type instructs the program to use that pa rticular record type for inclusion in the global change. Record types determine the field categories available for a global change. : The program locates an addressee/salutation to be replaced based on its formula. Therefore any Warning ula is also replaced in a global change. other addressee/salutation with the same form Be careful when globally changing addressees/salutations on your records. Only addressees/salutations that are non-editable can be globally changed. An addressee/salutation to be replaced is located by the program based on its formula. Therefore, if more than one addressee/salutation is based on the same formula, they are all replaced addressees/salutations, see the Configuration chapter of with the new formula. For more information on creating Configuration & Security Guide the . have Event Management; globally changing job records is Globally changing event records is available only if you available only if you have Volunteer Management; globally changing membership records is available only if you osal records is available only if you have Prospect have Membership Management; and globally changing prop Research Management. Globally changing records  The Administration page appears. Admin. 1. On the Raiser’s Edge bar, click

51 G LOBALLY HANGE R ECORDS C 47 2. Click Globally Change Records . The Globally Change Records page appears. 3. From the tree view on the left, click the plus sign beside the record category you want to change, and select a type of record. For example, in the Event ca tegory, you can select to globally change “Event” or “Participant” record information. In the Constituent category, you can select to globally change “Constituent”, “Organization/Business Relationship”, “Proposal”, “Individual”, “Organization”, or “Individual/Contact/Employee Relationship” record info rmation. The fields available for you to change are based on the record type you select. Note : For more information about the Global Change screen, see“Parts of the Global Change Screen” on page 37.

52 HAPTER C 48 4. On the action bar, click New Change . The Global Change screen appears. The Global Change screen includes the same checkboxes and options, regardless of the record type you Available Fields box change based on the record type you select to change. Only the fields included in the select. ed payments consecutively from future mailings, : To remove regular supporters who have miss Note field. Then Number of Consecutive Missed Payments transaction files, etc., you can create a query using the you can use this query to globally change the approp riate recurring gift records’ status to Terminated. 5. To select the records from your database that you want to include in the global change, click Include . You can include “All” or “Selected” records. Raiser’s Edge database is changed. If you choose “All”, every record in your If you choose “Selected” records, the Open Query screen appears, displaying a blank grid. In the Find Queries that meet these criteria frame, you can enter information limiting your query search. Or, to locate all relevant queries, leave the criteria fields blank.

53 G LOBALLY R ECORDS C HANGE 49 6. Click . All existing queries satisfying the criteria you entered appear in the grid. Find Now Select the query you want to work with, and click Open to return to the Global Change screen. The query Include button. name appears next to the If the query does not exist, click Add New to create a query. . Query & Export Guide t creating a query, see the : For more information abou Note Show field, you can select the category for the field (or other part of 7. On the Global Change screen, in the the record) you want to change. For example, if you want to change “Title” information on constituent records, you can select “Biographical” in the Show field to narrow the options available in the field list; if Show field to narrow the you want to change “Tribute Type” information, you can select “Tributes” in the options available in the field list. Available Fields box, highlight the field (or other part of the record) you want to 8. From the list in the Select . The Edit Change Parameters screen appears. globally change, and click Note : For information about the different options availabl e on all Edit Change Parameters screens, see “Edit Change Parameters Screen” on page 41.

54 C HAPTER 50 Operation The options available on this screen vary, based on the field you select to change and the you select to perform. 9. In the Operation field, select to add, replace, partially replace, delete, increase, decrease, copy, move, or swap information in the field. Not a ll options are available for every type of change. Your selection in the field determines which additional fields and checkboxes appear. For example, when “Partial Operation Replace” is selected, several fields and checkboxes become available. 10. In the field, enter the information for which you want the program to search and Partially replace change. It searches for records containing this information. For instance, in the previous example, “843” can be part of a longer number, like a telephone number, but only these three digits are located and replaced. The remainder of the phone numbers are unchanged. 11. In the With field, enter the new information you want to replace the information entered in the Partially replace field. For instance, in the previous example, “843” is replaced with “853” in all selected records that contain “843” as a phone number entry. 12. To make the change process case-sensitive (for example, to search only for “South” and not “south”), Match case checkbox. mark the 13. Mark the Use pattern matching checkbox to use wildcard characters such as * and ? in strings of information to be changed. You can use the question mark symbol to replace a character. By typing a question mark within a word, you are asking the program to search for every possible spelling of the word with the question mark in that specific spot. More than one question mark is allowed within a word. For example, if you want to locate any constituent with a last name such as Smith or Smyth, you can use the criteria Last Name “like” Sm?th. The program selects all constituents whose last name fits the pattern you described. You can use the asterisk to replace a series of characters. For example, to locate all constituents with a last name ending with the letters “son”, you can enter the criteria Last Name “like” *son. The program selects all constituents whose last name ends in son (for example, Simpson, Henderson, or Michaelson). 14. Mark the Find whole words only checkbox, and the program searches for whole words only when searching for text to change.

55 G LOBALLY HANGE R ECORDS C 51 15. Click OK . You return to the Global Change screen. Your selected field and operation appear in the Selected Changes box. 16. Repeat this procedure for each field you want to change. Selected Changes box, highlight 17. If you want to view the Edit Change Parameters screen for an item in the the item and click Criteria . 18. To delete an item from the Selected Changes box, select the item and click Remove .

56 C HAPTER 52 button is activated only if you are copying, moving, swapping, replacing, or partially Browse Changes 19. The replacing a field. You can preview how a specific field change will affect the selected records before you actually run the global change. To activate the button, select a field entry in the Selected Changes box. Click Browse Changes . A screen appears showing the records and how the change parameters affect them. To return to the Global Change screen, click Close . 20. On the Global Change screen, if you want to view a list of records that were affected by the change as Create control report checkbox and well as information on records that generated exceptions, mark the Preview Print option. The report option. Or, if you want to print the control report, select the select the appears or prints after the program has processed the change request. see the Configuration chapter of the Note Configuration & Security Guide : For more information about tables, . Automatically add table entries 21. If you want to automatically add new table entries to tables, mark the checkbox. If the change specifies a new entry for a code table field, it is automatically added as an entry for that table. 22. If you want to create a query of records that should have been changed but were not changed in this process, mark the Create query of exceptions checkbox. : Queries generated in . For more information, see the Query can be accessed in Globally Change Records Note Query & Export Guide . 23. If you want to create a query of constituent records actually affected by the global change, mark the checkbox. Create query of changed records . If you indicated that you want to create queries for exceptions and/or changed Change Now 24. Click records, the Save Static Query screen appears once for each query option marked. 25. Enter a . Description and Query Name Query format 26. The field defaults to “Static” and cannot be changed.

57 G LOBALLY HANGE R ECORDS C 53 27. If you want to allow other users to have access to this query, mark the Other users may execute this checkbox. query Other users may modify this query 28. If you want to allow other users to edit this query, mark the checkbox. 29. Click Save . The Save Global Change As screen appears. 30. In the Name , field enter a name for the global change file to appear on the Globally Change Records screen. Description box, enter information to help you identify the saved file. 31. In the 32. If you want to allow other users to have access to this global change, mark the Other users may run this global change checkbox. 33. If you want to allow other users to edit this global change, mark the Other users may modify this global change checkbox. 34. To save the file, click Save . The program processes the global change. Once the program finishes processing the global ch ange, the Global Change Complete! screen appears. This screen shows the number of records processed, the number of records completely changed, the number of records partially changed, and the number of records unchanged. This screen also provides the total length of time and the rate per record to make the global change.

58 HAPTER C 54 35. Click Close . If you selected to preview a control report, the report appears. The report details any records that were partially changed or not changed at all and why. 36. To close the report and return to the Global Chan ge screen, click the “X” in the upper right corner. To print the report, click Print on the toolbar. 37. To exit the Global Change screen, select File , Close from the menu bar. You return to the Globally Change Records page. The new global change parameter file now appears in the grid.

59 3 chapter Globally Delete Records Navigating in Global Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Business Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Parts of the Global Delete Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Delete Options Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 . . . . . . . . . . . . . . . . . 64 Global Delete Record Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Constituents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Proposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Tributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 . . . . . . . . . . . . . . . . . . . 67 Volunteer Job Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Notepads Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notepads Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Notepads Constituents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Notepads Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Notepads Proposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Constituent Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Prospect Ratings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Globally Deleting Records Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Query Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Globally Deleting Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Procedures Opening Globally Delete Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Globally deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

60 C HAPTER 56 Globally Delete Records makes it easy to delete a group of records from your database. The The Raiser’s Edge 7 function removes a group of records or selected data from a selected group of records in your database. For example, your organization held a golf tournament fundraiser for several years, but now decides to discontinue the event. You want all the golf tournament event record removed from you database. You can use Globally Delete Records to remove these events records. : Before performing a global delete, we strongly recommend you completely back up your database. Warning To successfully back up your data, you must first shut down the database. ally delete action, attribute, constituent, event, gift, The deleting process is based on record types. You can glob membership, proposal, relationship, tribute, volunteer job assignment, notepad gift, notepad event, notepad constituent, and constituent appeal record types. Because global deletes are based on record types, you must delete information from one record type at a time. To record details about your delete process, you can generate a control report. The report includes information about the deleted records and a list of any records not deleted (exceptions). It also gives reasons for each exception. If you create a query of records included in the global delete, you can use the query in other functions or Reports . An exception query contains the records not changed by the global of The Raiser’s Edge , such as Mail delete process. Please be aware, you cannot recover deleted records. They are permanently removed from your database. Navigating in Global Delete t record is open, an exception is generated and the If you globally delete records while a constituen Note: record is not deleted. The Global Delete screen contains the commands necessar y to complete all global delete functions. You can use a variety of parameters to define a global delete process. To access the Global Delete screen, click Globally Delete on the Administration page. Records

61 G R ECORDS ELETE D LOBALLY 57 : Security limitations may prevent some users from accessing Warning Globally Delete Records . See the Security chapter in the Configuration & Security Guide for a information on establishing system security. The Global Delete screen appears, displaying the General tab. : For more information about the Global Delete sc reen, see “Parts of the Global Delete Screen” on Note page 59. Record type All fields, buttons, options, and checkboxes on the General tab remain the same, regardless of the you select for the deleting process. However, options available on the Delete Options tab change based on the selected. Record type

62 HAPTER C 58  Opening Globally Delete Records 1. On the Raiser’s Edge bar, click Admin . The Administration page appears. 2. Click Globally Delete Records . The Global Delete screen appears, displaying the General tab. 3. Select the record type you want to delete and identify the records you want to include in the procedure. You can also select to run the delete procedure or run a report on all the records the delete procedure will affect.

63 G LOBALLY R ECORDS D ELETE 59 4. Select the Delete Options tab. 5. On the Delete Options tab, you can refine your delete criteria. For example, if you are deleting Constituent record types, you can select to delete the active constituents and/or contacts only. 6. To globally delete the selected information, click Delete Now . You return to the Administration page. Business Rules Configuration , business rules improve data entry speed and help verify that data is correct. Established in Note : For more information about business rule s, see the Configuration chapter of the Configuration & Security Guide . o categories: those with predefined rules and those With business rules, you can perform common tasks in tw with rules that you define. Predefined rules are for the most part set up by marking a series of checkboxes and as rules for adding gifts and what constitutes duplicate options. They govern a wide variety of functions, such criteria during searches. User Options : For more information about User Options, see the Note Program Basics Guide . The Raiser’s Edge User options are preferences you set that affect how looks and runs on the workstation you are using. User options are login-specific, which means that if you log into any workstation using your password, your preferences are active on that workstation. When you log off that workstation, your preferences are not active from the menu bar on the User Options for any other user. You can establish user options by selecting Tools , shell of Globally . The Options screen appears so you can establish certain user options for The Raiser’s Edge . Delete Records

64 C HAPTER 60 Parts of the Global Delete Screen The Global Delete screen is essentially the same for all record types, but options offered on the Delete Options Record type you select on the General tab. tab change slightly based on the General Tab On the General tab, identify record types, select records from your database to include, and tell the program what you want to do. In the Record type field, select the record type you want to delete. For example, if you want to delete a golf outing event from all event records, select “E vents”. The following record types are available: Actions Attributes Constituents Events Gifts Memberships Proposals Relationships Tributes Volunteer Job Assignments Notepads - Gifts Notepads - Events Notepads - Constituents Notepads - Actions Notepads - Proposals Constituent Appeals

65 G LOBALLY ELETE R ECORDS D 61 Prospect Ratings What do you want to do? In the frame, select one of the two procedure options. Delete records. Select this option if you want the program to delete all selected record types without Delete Now generating a pre-delete report. If selected, the button in the bottom right corner reads , and the delete procedure starts when you click this button. Select this option if you want the program to generate a report listing all records Run pre-delete report. affected by the delete procedure before the selected information is removed. If selected, the button in the . The program generates the report when you click this button. bottom right corner reads Run Report Now Nothing is deleted and you can return to the Global Delete screen to make changes or cancel the delete procedure if you are not satisfied with the report results. frame, mark any of the following checkboxes. In the How do you want to see the results? Delete records Create control report. What do you want to This checkbox appears only if you select in the Create control report frame. If you mark do? , the program generates a report after it runs the global delete process. The report includes details about the affected records and a list of any records from which the selected information was not deleted (exceptions). It also gives reasons for each exception. Select the option to view the report on your screen. Select the option to print the control report. Preview Print u can see which records could not accept the global : We recommend creating an exception report so yo Note delete. Create query of exceptions. If you mark Create query of exceptions , the program generates a query of all were not changed. You can use the query in other records that satisfied the global delete criteria but Reports , or run rerun the delete procedure again. The Raiser’s Edge , such as Mail or functions of in Run pre-delete report This checkbox appears only if you select Create query of records to be deleted. What do you want to do? frame. If you mark the program the Create query of records to be deleted, generates a query of all records included in the pre-delete report. You can use the query in other functions of . Reports The Raiser’s Edge , such as Mail or Also common to all Global Delete screens are the buttons, which help you select the information you need to run the global change process. button to select records to include in the global delete. You can delete selected Include Use the Include. information from all records in your database or use queries to select specific records to delete. If you choose or click selected records, the Open Query screen appears. You must select an existing query and click Open Add New to access Query and create a new query. Use the Run Report Now. button to generate a report listing all records affected by the Run Report Now delete procedure before the selected information is removed. Globally Delete Record button to exit s without running the delete procedure or Cancel. Use the Cancel generating the pre-delete report. You return to the Administration page. Use the Next button to move from the General tab to the Delete Options tab. Next. button to move from the Delete Options tab to the General tab. Back Back. Use the

66 C HAPTER 62 Delete Options Tab The Delete Options tab changes slightly, based on the you select on the General tab. On the Delete Record type Options tab, you refine your delete criteria. For example, if you are deleting Events record types, on the Delete Options tab, you can choose to include event records that “are active”, “have actions”, “have jobs”, and/or “have participants”. To include an option listed in the Do NOT Delete Events that box in your global delete, highlight the option and click the single-right arrow to move the option into the Delete Events that box. To include all options, click the double-right arrow. Use the left arrows to remove options from the box. Delete Events that Also, many Delete options tabs include date fields. For example, when deleting an event record type, you can enter a Start date and End Date and only event records with Start date and End Date information satisfying the date criteria you enter are included in the global delete. If you do not want date information considered when deleting records, select in the date fields.

67 G LOBALLY ELETE R ECORDS D 63 Some Delete Option tabs use fields instead of boxes to define the records you want to include in the delete rd types, on the Delete Options tab, you can choose to process. For example, if you are deleting Membership reco include membership records satisfying Current membership lapsed dates, Membership expires dates, a specific Membership category , a specific Membership sub-category , or a specific Membership program . Select the delete criteria you want satisfied in each field and enter any necessary date information. When deleting Membership record types, you can also mark the Do not delete lifetime memberships and Do not delete memberships linked to gifts checkboxes, if you do not want these types of memberships deleted from your database.

68 C HAPTER 64 If you are deleting gifts and on the Delete Options tab you choose to delete gifts posted to the general ledger (are posted), the checkbox is activated. Create adjustments to your general ledger for posted gifts If you mark this checkbox, the program automatically crea tes adjustments for posted gifts not adjusted to $0. If you do not mark this checkbox, gifts are deleted from th e database and the program does not create adjustments for the general ledger. Global Delete Record Types Globally Delete Records helps you maintain your records. You can remove unnecessary records by Raiser’s Edge tions available for the record identifying the record type and selecting the delete op type. Each record type appears as an option in the Record type field on the General tab. All delete options are on the Delete Options tab. Actions Actions are the specific steps you take toward securi ng a donation from a constituent. They may include meetings, mailings, telephone calls, and email messages. Ac tions allow you to build a history of the contacts and communications involved in creating a successful relati onship with a constituent. In addition to tracking meetings, phone calls, and mailings, The Raiser’s Edge can automatically remind you days, weeks, or months before an action is scheduled to occur. Constituent Data Entry Guide s, see the Actions chapter in the : For more information about action Note . Should you no longer need an action, you can globally delete it from your database. For example, your organization needs to clean out its database and decides to delete all completed actions with an action date on or Globally Delete Records , you can delete all action with the Record types Action status before 01/01/2000. Using Action date of “Completed”. You can also specify you want only action records with an “on or before” a specific date.

69 G D R ECORDS LOBALLY ELETE 65 Attributes Attributes are the qualities, characteristics, and preferen ces you associate with a record type. For example, in a constituent record they serve as a way for you to identify a constituent’s special interests, dietary preferences, or s, activities, committees, and important dates. One of mailing requests. Attributes may include hobbies, interest the most useful aspects about attributes is their flexibility. You can customize attributes to meet your organization’s specific needs. Attributes are initially created and defined in Configuration. Configuration , see the Configuration Note : For more information about attributes and setting them up in chapter in the Configuration & Security Guide . Should you no longer need an attribute, you can globally delete it from your database. For example, your organization no longer wants insurer information included in event records. Using , you Globally Delete Records Attributes can delete the event attribute “Insurer” from all event records and . Configuration in Constituents Constituents are individuals or organizations who suppor t your organization by contributing time, money, and resources. You can globally delete constituent records in your database. For example, while entering constituents through Batch , a volunteer for your organization makes repeated data entry mistakes. You decide it is easier to , you can Globally Delete Records reenter the batch than to try and correct all the records individually. Using delete all records included in the batch query. Events Note : For more information ab Event Management Data Entry Guide . out event records, see the ts, or dances you use to raise funds. If you have Event Events are occasions such as golf tournaments, banque Management, you can globally delete event records. For example, during your annual database clean up, you want to remove all inactive event records five-yea rs old or older that have no participants. Using Globally Delete and the Delete Options tab, you can remove these records from your database in a few simple steps. Records Gifts Gift Entry Guide out gift records, see the : For more information ab Note . A gift record contains detailed information about a donation given to your organization by a specific constituent. This information includes the gift date , amount, and type; the solicitor responsible for obtaining the gift; and the campaign, fund, appeal, and package to which the gift is designated. Gift records are designed to store all ft donated to your organization has a separate gift record. information relating to a single gift in one place. Each gi , a Batch You can globally delete gift records from your database. For example, while entering gifts through volunteer for your organization makes repeated data entry mistakes. You decide it is easier to reenter the batch than to try and correct all the records individually. Using Globally Delete Records, you can delete all records included in the batch query. Memberships Note : For more information about membership records, see the Membership Data Entry Guide .

70 HAPTER C 66 Membership records help you track multiple memberships and programs, produce reports to analyze link gift records to membership records, and perform membership activity, print lists and directories of members, specific mailing tasks, such as preparing membership cards and renewal notices. If you have Membership example, during your annual Management, you can globally delete membership record s from your database. For database clean up, you want to remove all memberships lapsed for five years or more. Using Globally Delete Records and the Delete Options tab, you can remove these records from your database in a few simple steps. Proposals t proposal records, see the Prospect Data Entry Guide . Note : For more information abou A proposal is a formal plan, detailing how your organization intends to win funds from a prospective donor, how much financial support you expect, and where the money will be used. For example, you read an article about one of your organization constituents and learned the company recently made a large profit on the sale of one of its subsidiary companies. You can record this information in the various categories on the Prospect tab, and use the to solicit from this constituent. If you have category to determine how and how much you intend Proposal Prospect Research Management, you can globally delete proposal records from your database. For example, during your annual database clean up, you want to remove all proposal records on hold for five years or more. Using Globally Delete Records and the Delete Options tab, you can remove these records from your database in a few simple steps. Relationships rds, see the Constituent Records chapter in the : For more information about relationship reco Note . Constituent Data Entry Guide A relationship is a familial or social association with a constituent. In , you can track five The Raiser’s Edge relationships are individuals (friends, family members, different types of relationships for a constituent. These dit, financial, and lending nk/financial institutions (cre associates), organizations (businesses, clubs, employers), ba institutions), education/schools (schools, colleges, and universities), and assigned solicitor (individuals or tuent). You can globally delete relationships from your organizations assigned to secure donations from the consti , a volunteer for your organization fails database. For example, while entering constituent records through Batch to follow your data entry protocol when entering relationships. You decide it is easier to reenter the batch than to try and correct all the records individually. Using Globally Delete Records , you can delete all records included in the batch query. Tributes : For more information about tribute records, see the Note . Tribute Data Entry Guide A tribute explains the reason you are honoring, memorializing, or celebrating a constituent. For example, Jane McBeth is participating in a walk-a-thon to help fund your Relief Campaign. Many of her friends are donating gifts to your organization to support Jane’s participation in the walk-a-thon. On Jane’s constituent record, you can create a tribute “in support of” Jane’s efforts so you can record the gifts received on her behalf. If you have es from your database. For example, while entering Honor/Memorial Tracking, you can globally delete tribut Batch tribute gifts through follow your data entry protocol. You decide , a volunteer for your organization fails to it is easier to reenter the gift information than to try and correct all the records individually. Using Globally you can delete all gifts included in the batch query. Delete Records

71 G ELETE R ECORDS LOBALLY D 67 Volunteer Job Assignments Volunteers & Jobs Data Entry Guide . Note : For more information about volunteer job assignments, see the gn a volunteer to a job. You can manually find a job and A job assignment is a record you create when you assi of his constituent record, New Job Assignment assign it to a volunteer by using the button on the Volunteer tab button on the same tab. or you can automatically find jobs and a ssign them to a volunteer by using the Find Jobs , Tools nd volunteers and assign them to a job by using For added convenience, you can also automatically fi Find from the menu bar of the job record itself. If you have Volunteer Management, you can globally Volunteers For example, during your annual database clean up, you delete volunteer job assignments from your database. want to remove all volunteer job assignments 10-years old or older. Using Globally Delete Records and the Delete Options tab, you can remove these records from your database in a few simple steps. Notepads - Gifts tes in gift records, see the Note : For more information about no . Gift Entry Guide In a gift record, on the lower half of the Miscellaneous ta b, you can add notes about your gifts. For example, if a constituent donates a large gift, you can add a note concerning how you were able to convince the constituent to from gift records. For example, while entering a group donate the gift. You can globally delete note information Batch llow your data entry protocol when entering , a volunteer for your organization fails to fo of gifts through gift notes. You decide it is easier to reenter the note information than to try and correct all the records individually. Using , you can delete all notes from the gift records included in the batch Globally Delete Records query. Notepads - Events tes tab of event records, see the Note : For more information about the No Event Management Data Entry . Guide In an event record, on the Notes tab, you can add notes about your events. For example, you can store notes about your tennis or golf tournament. You can add location notes, prospect notes, or any other notes related to globally delete note information from event records. your tournament. If you have Event Management, you can For example, while entering event records yesterday, a volunteer for your organization entered alternate location information for a number of events for which you do not have alternate information. You have a query of the records this volunteer worked with and decide to delete this inaccurate note information. Using Globally Delete Records and the Delete Options tab, you can delete all the alternate location notes from the event records included in the query. Notepads - Constituents Note : For more information about the Notes tab of cons tituent records, see the Constituent Records chapter in the Constituent Data Entry Guide .

72 HAPTER C 68 In a constituent record, on the Notes tab, you can enter no tes to record family history, prospect information, or Type , Title , , , and Author . The note itself accepts special donation instructions. Each note has a Date Description free-form text and holds an unlimited amount of inform ation. You can globally delete note information from constituent records. For example, while entering constitu ent records yesterday, a volunteer for your organization mistakenly entered event notes in the constituent record s. You have a query of the records this volunteered field whenever she entered the notes. Using Type worked with, and you know she entered “Event Notes” in the and the Delete Options tab you can delete all the event notes from the constituent Globally Delete Records records included in the query. Notepads - Actions on records, see the Action Records chapter in the Note : For more information about the Notes tab of acti Constituent Data Entry Guide . In an action record, on the Notes tab, you can record i nformation about the action. Notes are records you keep to remind yourself of something you heard, read, need to reference, or need to remember about the action. Each note has a Description , and Author . The note itself accepts free-form text and holds an Date Type , Title , , unlimited amount of information. You can globally delete note information from action records. For example, while entering constituent records yesterday, a volunteer for your organization mistakenly entered gift notes in Globally Delete Records the action records. You have a query of the records this volunteered worked with. Using you can delete all the gift notes from the action records included in the query. Notepads - Proposal . s tab of proposal records, see the : For more information about the Note Note Prospect Data Entry Guide information about the proposal. Notes are records you In a proposal record, on the Notes tab, you can record keep to remind yourself of something you heard, read, need to reference, or need to remember about the proposal. . The note itself accepts free-form text and holds an Each note has a Date , Type , Title , Description , and Author unlimited amount of information. You can globally delete note information from proposal records. For example, while entering constituent records yesterday, a voluntee r for your organization mistakenly entered constituent Globally the records this volunteered worked with. Using notes in the proposal records. You have a query of you can delete all the constituent notes from the proposal records included in the query. Delete Records Constituent Appeals Note : For more information about co nstituent appeals, see the Cons tituent Records chapter of the Constituent Data Entry Guide . Appeals are the means you use to raise money for your organization. They can be anything from a letter, to a phonathon, to a dinner party. You enter constituent appeal s on the Appeals tab on the constituent record. This been to your solicitations. It tracks every attempt you tab shows you at a glance how responsive a constituent has made to secure a donation and shows you which ones were successful. The Appeals tab also lists gift totals for appeals to which the constituent responded. You can globally delete appeals from the constituent re cord. For example, while entering constituent records , a volunteer for your organization accidently ente red Direct Mail as the assigned appeal for each Batch through Globally Delete Records and the new constituent. There should be no appeal assigned to these records. Using query of the affected records, you can delete the assi gned appeal information from all the new constituent records.

73 G D R ECORDS LOBALLY ELETE 69 Prospect Ratings Ratings are statistics on your constituents’ giving potent ial compiled by your organization or an outside prospect research agency. These ratings can be based on articles pu blished on your constituents, Income Tax returns, data received from the SEC, etc. You can enter ratings inform ation manually or electronically transfer ratings data provided by an outside agency. Prospect Data Entry Guide . Note : For information about prospect ratings, see the You can globally delete ratings from the constituent record. For example, your organization likes to keep rating three years. Any rating information older than three years, you want to delete from your database. Using , you can delete ratings stultifying your specific date requirements. Globally Delete Records Globally Deleting Records Basics Globally Delete Records on the Raiser’s Edge bar, deletes selected records from your Accessed through Admin database. When you globally delete a record from your database, it is permanently removed. The only way to retrieve the record is by restoring your database from a backup. if you are assigned the proper security privileges. Security is established Also, you can globally delete records only in Security , accessed through the Administration page. For more information on establishing security rights, see Configuration & Security Guide the Security chapter in the . Query Types all records or selected records. If you choose selected When globally deleting records, you can select to delete records, you must have a query of the records you want to include in the deleting process. You create query files . Query in Query & Export Guide , see the Query : For more information about Note . performs two tasks. First, it segments your databa se based on criteria you define. Second, it groups Query records for quick reference and use in other areas of the program, such as Globally Delete Records . For example, a specific date. You can then use that query to delete the you can create a query of all inactive constituents as of constituents from your database. records are saved is compatible with the record type You must also make sure the query type under which the cts the program to select that particular record type for you select to delete. Selecting a specific query type instru inclusion in the query. Query types determine the field categories available to include in a query. Globally Delete Records . The following record and query types are compatible for use in Record Type Query Type Actions Constituent, Individual, Organization, Action, Event Not applicable Attributes Constituents Constituent, Individual, Organization Events Event Gifts Constituent, Individual, Organization, Gift Memberships Constituent, Individual, Organization, Membership Proposals Individual, Organization, Constituent Relationships Relationship

74 HAPTER C 70 Record Type Query Type Individual, Organization, Constituent Tributes Volunteer Job Assignments Individual, Organization, Constituent, Job Notepads - Gifts Gift Notepads - Events Event Constituents Notepads - Constituent Constituent, Individual, Organization, Appeal Constituent Appeals Globally Deleting Records You must complete two tabs when globally deleting records. The General tab requires you to select the record types you want to delete and then select the specific records you want included in the process. You can include lected or only records included in a query. Next, you must tell the program all records satisfying the type you se rt and review the records the process will remove from what you want to do. You can generate a pre-delete repo your database or run the deletion process. Finally on the General tab, you can choose to create a variety of queries and/or a control report. On the Delete Options tab, you select specific delete options. These options change based on the record type you selected to globally delete. Globally deleting records  Admin 1. On the Raiser’s Edge bar, click . The Administration screen appears.

75 G LOBALLY ELETE R ECORDS D 71 2. Click . The Global Delete screen appears, displaying the General tab. The General Globally Delete Records tab includes the same fields, buttons, checkboxes, and options, regardless of the record type you select. 3. In the field, click the drop-down arrow and select the record type you want to globally Record type delete . For example, if you want to delete constituent records from your database, select “Constituents”. , see “Global Delete Record Types” on page 64. : For information about each Record type option Note 4. To select the specific records from your database you want to include in the global delete process, click Include . You can include All or Selected records. If you choose All, the program deletes all selected record types in your database that satisfy Raiser’s Edge For example, if you select All and are deleting any criteria you select on the Delete Options tab. Constituent record types, you can restrict the deleting process to only inactive constituent records, if on the Delete Options tab you select to not delete active records. Find If you choose Selected records, the Open Query screen appears, displaying a blank grid. In the Queries that meet these criteria frame, you can enter information limiting your query search. Or, to locate all relevant queries, leave the criteria fields blank.

76 C HAPTER 72 Find Now Click . All existing queries, satisfying the criteria you entered appear in the grid. Select the query that includes the records you want to delete, and click Open to return to the Global Delete screen. Query & Export Guide t creating a query, see the : For more information abou Note . Query to access Add New If the query does not exist, click and create a query. 5. On the Global Delete screen, in the What do you want to do? frame, select one of the following options. •Select Delete records if you are ready to run the global delete process. If you select this option and Raiser’s Edge , the program starts deleting information from your database based on click Delete Now the criteria you entered on the General and Delete Options tabs. Run pre-delete report if you want to review the global delete parameters selected for the •Select procedure, the number of records that will be affected by the procedure, and any exceptions the program will not delete and why. If you select this option, nothing is deleted. frame, mark any or none of the following checkboxes. How do you want to see the results? 6. In the creates a query of all records satisfying the delete criteria that the program • Create query of exceptions , a screen cannot delete. If you mark this checkbox, when you click Delete Now or Run Report Now appears asking you to name the query. The new query type is the same as the record type you selected to delete. What do you want to do? frame. • Create control report appears if you choose to Delete records in the The report details the parameter settings used for the global delete procedure. in the Run pre-delete report • Create query of records to be deleted appears if you choose What do frame. Mark this checkbox if you want a query of records that will be deleted if you you want to do? , a screen appears Run Report Now run the deletion process. If you mark this checkbox, when you click asking you to name the query. The new query type is the same as the record type you select to delete. . You can use the query in other Raiser’s Edge Mail or Reports functions, such a

77 G D ELETE R ECORDS LOBALLY 73 7. Select the Delete Options tab. 8. On this tab, refine your delete criteria. For example, if you are deleting constituent record types, you may not want to include active constituents in the delete process. To not delete active constituent, make sure “are active constituents” is in the Do NOT Delete Constituents who box. If you want the active constituents included in the delete process, use the right arrow and move “are active constituents” into the Delete Constituents who box. The information included on this screen varies, based on the Record type you selected on the General tab.

78 C HAPTER 74 Record type The appearance of the Delete Options screen also changes based on the you select. If you select Actions, Memberships, Proposals, Tributes, Volunteer Job Assignments, or Constituent Appeals, you refine your delete criteria using a number of fields on the Delete Options screen. For example, if you are deleting tribute record types, on the Delete Options tab, you restrict the tribute Date from , Date to , or records deleted based on . This information is entered on the tribute Tribute type record. You can also choose to not delete active tributes or tributes with gifts given by marking the Do not delete tributes that are active and/or the Do not delete tributes with gifts given checkboxes. Similar fields and checkboxes appear for the other record types listed. The fields and checkboxes relate to specific information entered on the related record type. 9. To run the global delete, click Delete Now or Run Report Now . 10. If on the General tab you selected to create any queries, a screen appears, asking you to name and describe the query. The screen appears once for each query you chose to create. 11. Click OK . A progress bar appears. 12. If you clicked Delete Now , the Finish screen appears after the program processes all the records, displaying the number of Records Processed, Records Deleted, and Exceptions. 13. Click OK . You return to the Administration page. 14. If you clicked Run Report Now , the pre-delete report appears. From this screen you can print, refresh, or export the report. 15. To close the report and return to the Global Delete screen, click the red “X” in the upper left corner. You can then click Delete records or click Cancel to exit Global Delete without deleting records.

79 4 chapter Fields You Can Globally Add, Delete, & Change What You Can Add, Change, and Delete Using the Global Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 . . . . . . . . . . . . . . . . . . . . . . 83 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Assigned Solicitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Bank and Financial Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Business/Organization Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 . . . . . . . . . . . . . . . . . . . . . . . . 127 Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Constituent Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 . . . . . . . . . . . . . . . . . . . . . 128 Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Education/School Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

80 C HAPTER 76 . . . . . . . . . . . . . . . . . . . . . 163 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Individual Constituent Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 . . . . . . . . . . . . . . . . . . . . 164 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 . . . . . . . . . . . . . . . . . . . . . . . 179 Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 . . . . . . . . . . . . . . . . . . . . 179 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Proposals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 . . . . . . . . . . . . . . . . . . . . . . . 201 Prospect Ratings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Guests for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 . . . . . . . . . . . . . . . . . . . . . 201 Registrants for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Globally Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Sponsors for an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Tributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Globally Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Volunteer Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Volunteer Checklist Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Volunteer Time Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Globally Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

81 F IELDS OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 77 The global features available in The Raiser’s Edge make it easy to add, delete, and change information contained in selected or all records in your database. Although the global features offer a wide range of add, delete, or Raiser’s Edge data is available. For example, in change options, not all , you can use the Globally Add Records “Email” Add option to send a message to constituents in your database; you cannot, however, add email ess, to a constituent record using Globally Add Records . information, such as an email addr what you can accomplish using the global features. For The purpose of this document is to help you understand Globally Add Records , see “Globally Add Records” on page 1. For instructions about instructions about working in Globally Change Records working in , see “Globally Change Records” on page 31. For instructions about working in Globally Delete Records , see “Globally Delete Records” on page 55. hange, and Delete Using What You Can Add, C the Global Features Using , or Globally Delete Records in The Raiser’s Edge makes it Globally Add Records, Globally Change Records easy to maintain information in a group of records in yo ur database. For example, instead of using valuable hours adding an appeal to each constituent record, you can a dd the appeal to all or selected records with just one process and without opening every constituent record. You can even send email messages to all or selected constituents. does not check to see if the information you add already exists in a record. The The Raiser’s Edge : Warning program adds the selected information to all records in the specified group. Add you tell the program what you want to add using the Globally Add Records, In field on the Global Add screen. For example, if you want to add a phone call action to constituent records, select “Action” in the Add field. You can then access the Global Add - Action Screen and define the action information you want added to Add field. You can then constituent records, select “Notepad” in the the records. If you want to add a note to access the Notepad for Global Add screen and define th e note information you want to add. For a detailed Globally Add Records , see the Globally Adding Records Basics section in “Globally procedure about working in Add Records” on page 1. In Globally Change Records, you select the category in which you want to change information. You then select ange operation; you can add, remove, partially remove, the specific information you want to change and the ch delete, increase/decrease, copy, swap, or move information. The operations available vary based on the field you , you have event location information entered, and you select to change. For example, in Event Management Event learn the location has changed. Using the category in Globally Change Records , you can replace the old location with the new on all or selected records in your database. For a detailed procedure about working in Globally Change Records , see “Globally Change Records” on page 31. In Globally Delete Records , you can remove a group of records or selected data from a selected group of records in your database. For example, your organization held a golf tournament fundraiser for several years but now decides to discontinue the event. You want all the golf tournament event record removed from you database. to remove these events records. For a detailed procedure about working in You can use Globally Delete Records , see “Globally Delete Records” on page 55. Globally Delete Records Actions You can globally add, globally change, and globally delete action information.

82 HAPTER C 78 Globally Add using The following table displays the type of action information you can add to records in The Raiser’s Edge . The “Add” field options column displays what is selected in the Add field of the Global Globally Add Records Add Add screen; the Data Available column displays what you can add if you select the corresponding field option. Data Available “Add” field options You can access the Global Add - Action Action Action Information screen by clicking the button on the Global Add screen. From the Global Add - Action screen, you can add a phone call, meeting, mailing, email, task, or other action type to the selected constituent or event records. You can also add action attributes and notes to the Attributes and Notes tab of the action record. Globally Change Globally The following tables display the type of action information you can change in The Raiser’s Edge using Change Records . You access this feature using the category on the Globally Change Records page. Action field you can change. The Valid In the tables below, the Available Fields column displays the Raiser’s Edge column lists all the change operations you can perform on that field. Operations Action Attributes Action Attributes Available Fields Valid Operations Attributes A, D Valid Operations Key Interest Generated (Action Attributes;Interest Generated?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Left Message? (Action Attributes;Left Message?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R

83 IELDS F OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 79 Responded (Action Attributes;Responded?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R Valid Operations Key Action Notepads Action notepads Available Fields Valid Operations Author A, R, PR, D Date A, R Description A, R, PR, D Title A, R, PR, D A, R Type Actions Actions Valid Operations Available Fields A, R, I/D, C S Action Date Alert Title A, R, D, C, S, M A, R, D Appeal A, R, D Campaign Category A, R Completed A, R Completed Date A, R, D, I/D, C, S, M Delivery Method A, R, D, C, S, M End Time A, R, PR, D, C, S, M Fund A, R, D Issue A, R, D, C, S, M Letter A, R, D, C, S, M Location A, R, D, C, S, M Message ID A, R, D, C, P/R, S, M Priority A, R Recipient Name A, R, D, C, P/R, S, M

84 HAPTER C 80 Available Fields Valid Operations Start Time A, R, PR, D, C, S, M A, R, D, C, S, M Status A, R, D, C, S, M Type Globally Delete records you want to delete from your database, see : For information about creating a query of action Note . Query & Export Guide the Query chapter of the Globally Delete Records , you can globally delete actions. You can base By selecting Actions on the General tab of the process on a number of filtering options, or you can create a query of all actions you want to delete. Globally Delete Records All filtering options appear on the Delete Options tab in . The following table lists the options available for action records. Filtering Options Action date Action added (date) Action category Action type Action status Appeals You can globally add, globally change, and globally delete appeal information. Globally Add The Raiser’s Edge The following table displays the type of appeal information you can add to records in using field of the Global column displays what is selected in the “Add” field options . The Globally Add Records Add Add screen; the Data Available Add column displays what you can add if you select the corresponding field option. “Add” field options Data Available You can access the Global Add - Appeal Appeal Appeal Information screen by clicking the button on the Global Add screen. From the Global Add - Appeal screen, you can add any appeal available in your database to all selected constituent records. You can also add package, date, response, and comments information. Globally Change Globally The Raiser’s Edge The following table displays the type of appeal information you can change in using Change Records . You access this feature using the Appeal category on the Globally Change Records page.

85 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 81 Available Fields column displays the Raiser’s Edge field you can change. The Valid In the tables below, the column lists all the change operations you can perform on that field. Operations Valid Operations Key Appeals Appeal Attributes Valid Operations Available Fields Attributes A, D Donor list used? (Appeal Attributes;Donor list used?) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R Appeal Benefits Appeal Benefits Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Count Include benefit notes on receipt A, R Notes A, R, PR, D, C, S, M Sent A, R, D Unit Cost A, R, I/D Appeal Expenses Appeal Expenses Available Fields Valid Operations Amount A, R, I/D Budgeted A, R, D, I/D Comments A, R, PR, D Date A, R, D, I/D

86 HAPTER C 82 Appeal Packages Appeal Packages Available Fields Valid Operations A, R, D, I/D Default gift amount End date A, R, D, I/D Inactive A, R A Notes A, R, D, I/D Start date Package Attributes (Appeal Package;Package Attributes) Available Fields Valid Operations Attributes A, D Segment (Appeal Package;Package Attributes;Segment) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Appeals Appeals Valid Operations Available Fields A, D, R, C, S, M Appeal category Appeal is inactive A, R Campaign ID A, D Default gift amount A, R, D I/D, C, S, M End date A, R, D, I/D, C, S, M Fund ID A, D Limit Campaigns A, R Limit Funds A, R Notes A Overall goal A, R, D, I/D, C, S, M Start date A, R, D, I/D, C, S, M

87 ELETE F C AN G LOBALLY A DD , D OU , & C HANGE IELDS Y 83 Globally Delete records you want to delete from your database, see : For information about creating a query of action Note . the Query chapter of the Query & Export Guide By selecting Constituent Appeals on the General tab of Globally Delete Records , you can globally delete appeals from constituent records. You can base the process on a number of filtering options, or you can create a query of all constituent records you want to delete. Globally Delete Records . The following table lists the All filtering options appear on the Delete Options tab in options available for appeals. Filtering Options Appeal ID Package Date (date) Response Category Assigned Solicitor You can globally add assigned solicitors. Globally Add using The Raiser’s Edge The following table displays the type of information you can add to records in Globally Add Records . The “Add” field options column displays what is selected in the Add field of the Global Add screen; field option. column displays what you can add if you select the corresponding Data Available the Add “Add” field options Data Available Assigned Solicitor You can access the Global Add - Solicitor Assignment screen by clicking the Assignment Information button on the Global Add screen. From the Global Add - Solicitor Assignment screen, you can add a new assignment. Attributes You can globally add, globally change, and globally delete attributes.

88 HAPTER C 84 Globally Add ibute information you can add to records in using The following table displays the type of attr The Raiser’s Edge “Add” field options column displays what is selected in the Add Globally Add Records . The field of the Global Data Available column displays what you can add if you select the corresponding Add field Add screen; the option. Data Available “Add” field options Constituent Attributes You can access the Global Add - Constituent Attribute screen by clicking the Attribute Information button on the Global Add screen. From the Global Add - Constituent Attribute screen, you can select the attribute category and enter description, date, and comment information you want added to all selected constituent records. The information is added to the Attributes tab of the constituent record. Globally Change The Raiser’s Edge You can globally change attributes in a number of areas in . The following tables display the type of attribute information you can change. field you can change. The Valid In the tables below, the Available Fields column displays the Raiser’s Edge column lists all the change operations you can perform on that field. Operations , depending on the area of the program in Globally Change Records You access this feature in various locations in e, if you want to change attributes in your action which you want to change attribute information. For exampl records, you must open the Action rds page. The Action Attributes field category on the Globally Change Reco category appears in the Available Fields box on the Global Change - Action screen. Action Records To globally change action attributes, from the Globally Change Records page, click Action under the Action category. The Global Change - Action screen appears. The Action Attributes field category appears in the Available Fields box. Action Attributes Action Attributes Available Fields Valid Operations Attributes A, D Attended (Action Attributes;Attended?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R Description Dietary Preference

89 DD F OU C AN G LOBALLY A Y , D ELETE , & C HANGE IELDS 85 (Action Attributes;Dietary Preference) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Interest Generated? (Action Attributes;Interest Generated?) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Left Message? (Action Attributes;Left Message?) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R Description Responded? (Action Attributes;Responded?) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date Description A, R Appeal Records Appeal To globally change appeal attributes, from the Globally Change Records page, click Appeal under the The Appeal Attributes field category appears in the category. The Global Change - Appeal screen appears. box. Available Fields Appeal Attributes Appeal Attributes Available Fields Valid Operations A, D Attributes Donor list used

90 HAPTER C 86 (Appeal Attributes;Donor list used?) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D A, R Description Package Attributes the Package Attributes field category, which appears in For appeals, to globally change package attributes, use box, under Appeal Packages the . Available Fields Package Attributes Valid Operations Available Fields Attributes A, D Segment (Package Attributes;Segment) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R, D Description Campaigns obally Change Records page, click Campaign under the To globally change campaign attributes, from the Gl appears. The Campaign Attributes field category Campaign category. The Global Change - Campaign screen Available Fields appears in the box. Campaign Attributes Campaign Attributes Available Fields Valid Operations Attributes A, D Campaign Manager (Campaign Attributes;Campaign Manager) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R Description Major Donors Only?

91 , D F OU C AN G LOBALLY A DD Y ELETE , & C HANGE IELDS 87 (Campaign Attributes;Major Donors Only?) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R Description Constituents To globally change constituent attributes, from the Gl obally Change Records page, click Constituent under the category. The Global Change - Constituent screen appears. The Constituent Attributes field category Constituent appears in the Available Fields box. Address Attributes All Address Attributes Available Fields Valid Operations A, D Attributes NCOA Confirmed (All Addresses;All Address Attributes;NCOA Confirmed?) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date Description A, R Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Constituent Attributes Constituent Attributes Available Fields Valid Operations Attributes A, D # of Family Members (Constituent Attributes;# of Family Members) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D

92 C HAPTER 88 Anniversary (Constituent Attributes;Anniversary) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Availability (Constituent Attributes;Availability) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Business Hours (Constituent Attributes;Business Hours) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Committees (Constituent Attributes;Committees) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

93 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 89 Donor Category (Constituent Attributes;Donor Category) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, PR, D Description Inactive (Constituent Attributes;Inactive) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Interests (Constituent Attributes;Interests) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Organization Type (Constituent Attributes;Organization Type) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Retirement Date (Constituent Attributes;Retirement Date) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D

94 HAPTER C 90 Special Mailing Types (Constituent Attributes;Special Mailing Types) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Staff Manager (Constituent Attributes;Staff Manager) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R Description Address Attributes All Addresses;All Address Attributes Valid Operations Available Fields Attributes A, D NCOA Confirmed? (All Addresses;All Address Attributes;NCOA Confirmed?) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R Description Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Education Attributes Education Attributes (Education/School Relationships;All Educat ion Relationships;Education Attributes) Available Fields Valid Operations A, D Attributes Alumni Sponsor

95 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 91 lationships;Education Attributes;Alumni Sponsor) (Education/School Relationships;All Education Re Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date Description A, R Athletics Relationships;Education Attributes;Athletics) (Education/School Relationships;All Education Valid Operations Available Fields A, R, PR, D Comments A, R, I/D, D Date A, R, D Description Awards (Education/School Relationships;All Educatio n Relationships;Education Attributes;Awards) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, PR, D Description Clubs n Relationships;Education Attributes;Clubs) (Education/School Relationships;All Educatio Available Fields Valid Operations A, R, PR, D Comments A, R, I/D, D Date Description A, R, D Dorms/Housing lationships;Education Attributes;Dorms/Housing) (Education/School Relationships;All Education Re Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Leadership Positions (Education/School Relationships;All Education Relati onships;Education Attributes;Leadership Positions) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, PR, D

96 C HAPTER 92 Reason Left? (Education/School Relationships;All Education Re lationships;Education Attributes;Reason Left?) Available Fields Valid Operations A, R, PR, D Comments A, R, I/D, D Date A, R, D Description Preferred Address Attributes Preferred Address Attributes (Preferred Addresses;Preferred Address Attributes) Valid Operations Available Fields Attributes A, D NCOA Confirmed? (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed?) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R Special Mailing Info (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Primary Alumni Attributes Primary Alumni Attributes (Education/School Relationships;Primary Alumni E ducation Relationships;Primary Alumni Attributes) Available Fields Valid Operations A, D Attributes Alumni Sponsor ion Relationships;Primary Alumni Attributes;Alumni (Education/School Relationships;Primary Alumni Educat Sponsor) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R

97 ELETE F OU C AN G LOBALLY A DD , D Y , & C HANGE IELDS 93 Athletics (Education/School Relationships;Primary Alumni Educatio n Relationships;Primary Alumni Attributes;Athletics) Valid Operations Available Fields A, R, PR, D Comments A, R, I/D, D Date A, R, D Description Awards ion Relationships;Primary Alumni Attributes;Awards) (Education/School Relationships;Primary Alumni Educat Valid Operations Available Fields A, R, PR, D Comments Date A, R, I/D, D A, R, PR, D Description Clubs (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Clubs) Valid Operations Available Fields A, R, PR, D Comments Date A, R, I/D, D Description A, R, D Dorms/Housing ni Education Relationships;Primary Alumni (Education/School Relationships;Primary Alum Attributes;Dorms/Housing) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Leadership Positions n Relationships;Primary Alumni Attributes;Leadership (Education/School Relationships;Primary Alumni Educatio Positions) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D A, R, PR, D Description Reason Left?

98 HAPTER C 94 (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Reason Left?) Valid Operations Available Fields A, R, PR, D Comments A, R, I/D, D Date A, R, D Description Events obally Change Records page, click Event under the Event To globally change event attributes, from the Gl category. The Global Change - Event screen appears. The Event Attributes field category appears in the Available box. Fields Event Attributes Event Attributes Available Fields Valid Operations Attributes A, D Chairperson (Event Attributes;Chairperson) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Event Locale (Event Attributes;Event Locale) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Event Success Rate (Event Attributes;Event Success Rate) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Handicap Accessible?

99 DD F OU C AN G LOBALLY A Y , D ELETE , & C HANGE IELDS 95 (Event Attributes;Handicap Accessible?) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R Description Insurer (Event Attributes;Insurer) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, PR, D Description Prizes Donated (Event Attributes;Prizes Donated) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Rain Location (Event Attributes;Rain Location) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, PR, D Description Funds category. ally Change Records page, click Fund under the Fund To globally change fund attributes, from the Glob box. Available Fields The Global Change - Fund screen appears. The Fund Attributes field category appears in the Fund Attributes Fund Attributes Available Fields Valid Operations A, D Attributes Restrictions

100 C HAPTER 96 (Fund Attributes;Restrictions) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Gifts To globally change gift attributes, from the Gl obally Change Records page, click Gift under the Gift category. The Available Fields box. Global Change - Gift screen appears. The Gi ft Attributes field category appears in the Gift Attributes Gift Attributes Valid Operations Available Fields Attributes A, D Adopt An Animal (Gift Attributes;Adopt An Animal) Valid Operations Available Fields Comment A, R, PR, D Date A, R, I/D, D A, R, D Description Auction ID (Gift Attributes;Auction ID) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Auction Item (Gift Attributes;Auction Item) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Beneficiary

101 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 97 (Gift Attributes;Beneficiary) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date Description A, R, PR, D Check Routing (Gift Attributes;Check routing) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, PR, D Description Declared Value (Gift Attributes;Declared Value) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date A, R, D, I/D Description Deposit Date (Gift Attributes;Deposit Date) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D, I/D Donated By (Gift Attributes;Donated By) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R Donor Designation (Gift Attributes;Donor Designation) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D

102 C HAPTER 98 Gift Transfer Date (Gift Attributes;Gift transfer date) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D, I/D Gift-in-Kind Type (Gift Attributes;Gift-in-Kind Type) Available Fields Valid Operations A, R, PR, D Comment A, R, D, I/D Date Description A, R, D Item Number (Gift Attributes;Item Number) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D Named Giving Opp (Gift Attributes;Named Giving Opp) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date A, R, D Description Purchased By (Gift Attributes;Purchased By) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R Remainderman Fund (Gift Attributes;Remainderman Fund) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D

103 DD F OU C AN G LOBALLY A Y , D ELETE , & C HANGE IELDS 99 Reminder Sent (Gift Attributes;Reminder Sent) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R Description Sold On (Gift Attributes;Sold On) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, D, I/D Description Source (Gift Attributes;Source) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R, D Description Individuals om the Globally Change Records page, click Individual To globally change individual constituent attributes, fr category. The Global Change - Individual screen appears. You can select the type of Constituent under the individual constituent attributes (address, education, etc) you want to change in the box. Available Fields Address Attributes All Address Attributes (All Addresses;All Address Attributes) Available Fields Valid Operations Attributes A, D NCOA Confirmed? (All Addresses;All Address Attribute;NCOA Confirmed?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R Description Special Mailing Info

104 C HAPTER 100 (All Addresses;All Address Attribute;Special Mailing Info) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Constituent Attributes Constituent Attributes Valid Operations Available Fields Attributes A, D # of Family Members (Constituent Attributes;# of Family Members) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D, I/D Description Anniversary (Constituent Attributes;Anniversary) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R, D, I/D Description Availability (Constituent Attributes;Availability) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Business Hours (Constituent Attributes;Business Hours) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Closing Codes

105 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 10 (Constituent Attributes;Closing Codes) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Committees (Constituent Attributes;Committees) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Donor Category (Constituent Attributes;Donor Category) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, PR, D Inactive (Constituent Attributes;Inactive) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Interests (Constituent Attributes;Interests) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

106 C HAPTER 102 Organization Type (Constituent Attributes;Organization Type) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R, D Retirement Date (Constituent Attributes;Retirement Date) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D I/D Description Special Mailing Type (Constituent Attributes;Special Mailing Types) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Staff Manager (Constituent Attributes;Staff Manager) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R Description Education Attributes Education Attributes (Education/School Relationships;All Educat ion Relationships;Education Attributes) Available Fields Valid Operations Attributes A, D

107 HANGE F OU C AN G LOBALLY A DD , D ELETE , & C Y IELDS 10 Alumni Sponsor (Education/School Relationships;All Education Re lationships;Education Attributes;Alumni Sponsor) Valid Operations Available Fields A, R, PR, D Comments A, R, I/D, D Date A, R Description Athletics (Education/School Relationships;All Education Relationships;Education Attributes;Athletics) Valid Operations Available Fields A, R, PR, D Comments Date A, R, I/D, D A, R, D Description Awards (Education/School Relationships;All Educatio n Relationships;Education Attributes;Awards) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, PR, D Description Clubs (Education/School Relationships;All Educatio n Relationships;Education Attributes;Clubs) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Dorms/Housing lationships;Education Attributes;Dorms/Housing) (Education/School Relationships;All Education Re Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Leadership Position onships;Education Attributes;Leadership Positions) (Education/School Relationships;All Education Relati Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, PR, D

108 C HAPTER 104 Reason Left? (Education/School Relationships;All Education Re lationships;Education Attributes;Reason Left?) Available Fields Valid Operations A, R, PR, D Comments A, R, I/D, D Date A, R, D Description Preferred Address Attributes Preferred Address Attributes (Preferred Address;Preferred Address Attributes) Valid Operations Available Fields A, D Attributes NCOA Confirmed? (Preferred Address;Preferred Address Attributes;NCOA Confirmed?) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R Description Special Mailing Info ss Attributes;Special Mailing Info) (Preferred Address;Preferred Addre Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Primary Alumni Attributes Primary Alumni Attributes (Education/School Relationships;Primary Alumni E ducation Relationships;Primary Alumni Attributes) Available Fields Valid Operations A, D Attributes Alumni Sponsor (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Alumni Sponsor) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R

109 ELETE F OU C AN G LOBALLY A DD , D Y , & C HANGE IELDS 10 Athletics (Education/School Relationships;Primary Alumni Educatio n Relationships;Primary Alumni Attributes;Athletics) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, D Description Awards ion Relationships;Primary Alumni Attributes;Awards) (Education/School Relationships;Primary Alumni Educat Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D A, R, PR, D Description Clubs (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Clubs) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D Dorms/Housing ni Education Relationships;Primary Alumni (Education/School Relationships;Primary Alum Attributes;Dorms/Housing) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R. D Leadership Position n Relationships;Primary Alumni Attributes;Leadership (Education/School Relationships;Primary Alumni Educatio Positions) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Reasons Left?

110 HAPTER C 106 (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Reasons Left?) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, D Description Jobs Job category. The To globally change job attributes, from the Globally Change Records page, click Job under the Global Change - Job screen appears. The Jo b Attributes field category appears in the Available Fields box. Job Attributes Job Attributes Valid Operations Available Fields Attributes A, D Education Level (Job Attributes;Education Level) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, D Description Location Type (Job Attributes;Location Type) Available Fields Valid Operations A, R, PR, D Comment A, R, D, I/D Date A, R, PR, D Description Memberships To globally change membership attributes, from the Globally Change Records page, click Membership under the Membership category. The Global Change - Membership screen appears. The Membership Attributes field category appears in the Available Fields box. Membership Attributes Membership Attributes Available Fields Valid Operations A, D Attributes # Day Passes

111 , D F OU C AN G LOBALLY A DD Y ELETE , & C HANGE IELDS 10 (Membership Attributes;# Day Passes) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, D, I/D Description Exhibit Interests (Membership Attributes;Exhibit Interests) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D Holiday Gift? (Membership Attributes;Holiday Gift?) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, Description Membership Sponsor (Membership Attributes;Membership Sponsor) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R Purchase Location (Membership Attributes;Purchase Location) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D Organizations To globally change organization constituent attributes, fr om the Globally Change Records page, click Organization Constituent under the category. The Global Change - Organization screen appears. You can select the type of organization constituent attributes (address, constituent, etc.) you want to change in the Available Fields box. Address Attributes All Address Attributes

112 HAPTER C 108 (All Addresses;All Address Attributes) Valid Operations Available Fields A, D Attributes NCOA Confirmed (All Addresses;All Address Attributes;NCOA Confirmed?) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D A, R Description Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Constituent Attributes Constituent Attributes Available Fields Valid Operations Attributes A, D # of Family Members (Constituent Attributes;# of Family Members) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Anniversary (Constituent Attributes;Anniversary) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D, I/D Description Availability

113 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 10 (Constituent Attributes;Availability) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Business Hours (Constituent Attributes;Business Hours) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Committees (Constituent Attributes;Committees) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Donor Category (Constituent Attributes;Donor Category) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D

114 C HAPTER 110 Inactive (Constituent Attributes;Inactive) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Interest (Constituent Attributes;Interests) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Organization Type (Constituent Attributes;Organization Type) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Retirement Date (Constituent Attributes;Retirement Date) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D Special Mailing Types (Constituent Attributes;Special Mailing Types) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

115 F OU G LOBALLY A DD , D ELETE , & C HANGE Y AN IELDS C 11 Staff Manager (Constituent Attributes;Staff Manager) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D A, R Description Preferred Address Attributes Preferred Address Attributes (Preferred Addresses;Preferred Address Attributes) Valid Operations Available Fields A, D Attributes NCOA Confirmed (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed?) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R Special Mailing Info (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Participant obally Change Records page, click Participant under the To globally change Participant attributes, from the Gl s. The Participant Attributes field category appears category. The Global Change - Participant screen appear Event Available Fields in the box. Participant Attributes Participant Attributes Available Fields Valid Operations Attributes A, D Dietary Preference

116 C HAPTER 112 (Participant Attributes;Dietary Preference) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D Handicap (Participant Attributes;Handicap) Available Fields Valid Operations A, R, PR, D Comment A, R, D, I/D Date Description A, R, D, I/D Partner Request (Participant Attributes;Partner Request) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Seating Request (Participant Attributes;Seating Requests) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Shirt Size (Participant Attributes;Shirt Size) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Shoe Size (Participant Attributes;Shoe Size) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, PR, D

117 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 11 Source (Participant Attributes;Source) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Special Requests (Participant Attributes;Special Requests) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date A, R, D Description Proposals To globally change proposal record attributes, from the Globally Change Records page, click Proposal under the category. The Global Change - Proposal screen appears. The Proposal Attributes field category Constituent box. appears in the Available Fields Proposal Attributes Proposal Attributes Available Fields Valid Operations Attributes A, D Relationships, Individual/Contact/Employee attributes, from the Globally Change Records page, click To globally change individual, contact, and/or employee Individual/Contact/Employee Relationship under the Constituent category. The Global Change - You can select the type of relationship attribute Individual/Contact/Employee Relationship screen appears. box. (individual relationship or individual relationship address) in the Available Fields Individual Relationship Address Attributes Individual Relationship Address Attributes Valid Operations Available Fields Attributes A, D NCOA Confirmed? (Individual Relationship Addresses;Individual Re lationship Address Attributes;NCOA Confirmed?) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R Description Special Mailing Info

118 C HAPTER 114 (Individual Relationship Addresses;Individual Relati onship Address Attributes;Special Mailing Info) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date A, R, D Description Individual Relationship Attributes Individual Relationship Attributes Valid Operations Available Fields Attributes A, D Contact As Of (Individual Relationship Attributes;Contact As Of) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, D, I/D Description Interests (Individual Relationship Attributes;Interests) Available Fields Valid Operations A, R, PR, D Comment A, R, D, I/D Date Description A, R, D Office Hours (Individual Relationship Attributes;Office Hours) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D Description A, R, PR, D Relationship Interests (Individual Relationship Attributes;Relationship Interests) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D

119 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 11 Relationships, Organization/Business To globally change organization and/or business relation ship attributes, from the Globally Change Records page, category. The Global Change - click Organization/Business Relationship under the Constituent Organization/Business Relationship screen appears. You can select the type of relationship attribute tion relationship address) in the (organization relationship or organiza Available Fields box. Organization Relationship Address Attributes Organization Relationship Address Attributes Valid Operations Available Fields A, D Attributes NCOA Confirmed ess Attributes;NCOA Confirmed?) (Organization Relationship Addr Available Fields Valid Operations A, R, PR, D Comment A, R, D, I/D Date A, R Description Special Mailing Info (Organization Relationship Address Attributes;Special Mailing Info) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D Description A, R, D Organization Relationship Attributes Organization Relationship Attributes Available Fields Valid Operations Attributes A, D Contact As Of (Organization Relationship Attributes;Contact As Of) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D Office Hours

120 C HAPTER 116 (Organization Relationship Attributes;Office Hours) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Organization Type (Organization Relationship Attributes;Organization Type) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date Description A, R, D Globally Delete By selecting Attributes on the General tab of Globally Delete Records , you can globally delete attribute information. You can base the process on a number of filtering options. All filtering options appear on the Delete Options tab in Globally Delete Records . The following table lists the options available for attributes. Filtering Options Attribute Type Bank and Financial Information You can globally add bank and financia l information to constituent records.

121 F Y AN G LOBALLY A DD , D ELETE , & C HANGE IELDS OU C 11 Globally Add The Raiser’s Edge The following table displays the type of bank/financial information you can add to records in “Add” field options field of the Add . The using Globally Add Records column displays what is selected in the Add Data Available Global Add screen; the column displays what you can add if you select the corresponding field option. “Add” field options Data Available You can access the Global Add - Bank/Financial Institution Bank/Financial Institution screen by clicking button on the Global the Bank Information Add screen. From the Global Add - Bank/Financial Institution screen, you can add a bank/financial institution relationship to selected constituent records. If on the Global Add - Bank/Financial Institution Primary bank screen, you mark information , the information is added as the constituent’s primary bank/financial institution relationship (accessed by clicking button on the Bio 1 tab of the the Bank constituent record). If you do not mark , the bank is Primary bank information added as a relationship (accessed by selecting the Relationships tab on the constituent record). Business/Organization Information You can globally add and globally change business information contained in constituent records. Globally Add The Raiser’s Edge The following table displays the type of bus iness information you can add to records in using field of the Global Globally Add Records . The “Add” field options column displays what is selected in the Add Add field Add screen; the Data Available column displays what you can add if you select the corresponding option. Data Available “Add” field options Business You can access the Global Add - Business screen by clicking the Business Information button on the Global Add screen. From the Global Add - Business screen, you can add a primary business relationship to all selected constituent records. The program will not override any existing primary business relationship. If a relationship already exists on the constituent record, an exception is generated.

122 C HAPTER 118 Globally Change The following tables display the type of business information you can change in using Globally The Raiser’s Edge Change Records . You access this feature by clicking Organization under the Constituent category on the Globally Change Records page. Available Fields column displays the Raiser’s Edge field you can change. The Valid In the tables below, the column lists all the change operations you can perform on that field. Operations Valid Operations Key Aliases Aliases Valid Operations Available Fields A, R, PR Alias Name Alias Type A, R, D Addresses All Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D A, R, PR, D City A, R, D Country County A, R, D Date from A, R, D, I/D, Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R

123 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 11 Available Fields Valid Operations State A, R, D A, R Type ZIP A, R, PR, D Valid Operations Key All Address Attributes (All Addresses;All Address Attributes) Available Fields Valid Operations A, D Attributes NCOA Confirmed? (All Addresses;All Address Attributes;NCOA Confirmed?) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Assigned Solicitor Relationships Assigned Solicitor Relationship Valid Operations Available Fields Amount A, R, D, I/D A, D Assigned Solicitors Campaign ID A, R, D Date From A, R, D Date To A, R, D Fund ID A, R, D Notes A Solicitor Type A, R, D Valid Operations Key

124 HAPTER C 120 Biographical Biographical Valid Operations Available Fields A, R Constituent gives anonymously Constituent has no valid addresses A, R Constituent ID D, C, M Constituent is honor/memorial A, R Constituent is inactive A, R Constituent is solicitor A, R Fiscal Year Starts A, R, PR, D, C, S, M Income A, R, D, C, S, M Industry A, R, D, C, S, M Match Notes A, R, PR, D, C, S, M Matching Factor A, R, PR, D, C, S, M Max Match Annual A, R, D, I/D, C, S, M Max Match Per Gift A, R, D, I/D, C, S, M A, R, D, I/D, C, S, M Max Match Total Min Match Annual A, R, D, I/D, C, S, M Min Match Per Gift A, R, D, I/D, C, S, M Min Match Total A, R, D, I/D, C, S, M Number of employees A, R, D, I/D, C, S, M Number of subsidiaries A, R, D, I/D, C, S, M Org matches Gifts A, R Org Name A, R, PR, C, S Receipt type A, R, D Requests no email A, R Solicit Code A, D Target A, R, D, C, S, M Constituent Appeals Constituent Appeals Available Fields Valid Operations Appeal A, R, PR Comments A, R, PR, D Date A, R, D, I/D, Response A, R, D

125 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 12 Constituent Attributes Constituent Attributes Available Fields Valid Operations A, D Attributes # of Family Members (Constituent Attributes;# of Family Members) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D, I/D Anniversary (Constituent Attributes;Anniversary) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D, I/D Description Valid Operations Key Availability (Constituent Attributes;Availability) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Business Hours (Constituent Attributes;Business Hours) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

126 C HAPTER 122 Committees (Constituent Attributes;Committees) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Donor Category (Constituent Attributes;Donor Category) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, PR, D Valid Operations Key Inactive (Constituent Attributes;Inactive) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R, D Interests (Constituent Attributes;Interests) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Organization Type

127 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 12 (Constituent Attributes;Organization Type) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date Description A, R, D Origin (Constituent Attributes;Origin) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Retirement Date (Constituent Attributes;Retirement Date) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Special Mailing Types (Constituent Attributes;Special Mailing Types) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Staff Manager (Constituent Attributes;Staff Manager) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D A, R Description Constituent Codes Constituent Codes Available Fields Valid Operations Code R

128 HAPTER C 124 Available Fields Valid Operations A, D Constituent Code Date From A, R, D A, R, D Date To Valid Operations Key Notepads Notepads Valid Operations Available Fields A, R, PR Author Date A, R Description A, R, PR, D Title A, R, PR, D Type A, R Preferred Addresses Preferred Addresses Valid Operations Available Fields A, R, PR, D Address lines CART A, R, PR, D A, R, PR, D City Country A, R, D A, R, D County Date from A, R, D, I/D A, R, D, I/D Date to DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D A, R, D NZ City NZ Suburb A, R, D A, R, PR, D Phone number Phone type A, R Preferred Address Attributes

129 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 12 (Preferred Addresses;Preferred Address Attributes) Available Fields Valid Operations Attributes A, D Region A, R, D A, R Seasonal address A, R, PR, D Seasonal from A, R, PR, D Seasonal to Send mail A, R A, R, D State Type A, R A, R, PR, D ZIP Valid Operations Key NCOA Confirmed? (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed?) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R Special Mailing (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Prospects Prospects Available Fields Valid Operations Classification A, R, D Status A, R, D

130 C HAPTER 126 Tributes Tributes Available Fields Valid Operations Date from A, R, D Date to A, R, D Default Fund A, R, D A, R, PR, D Description Gifts may be given to this tribute A, R Letter A, R, D Notes A Tribute Type A, R Volunteer Job Assignments Volunteer Job Assignments Available Fields Valid Operations Category A, R, D Day A, R, D Department A, R, D A, R, D, I/D End Date A, R, PR, D End Time Letter Sent A, R Letter Sent On A, R, D, I/D Location A, R, D Notes A Position A, R, PR, D Requested On A, R, D I/D Start Date A, R, D, I/D Start Time A, R, PR, D Status A, R Supervisor A, R, PR, D Tas k A , R, D Volunteer Type A, R, D

131 HANGE F C AN G LOBALLY A DD , D ELETE , & C OU IELDS Y 12 Volunteers Volunteers Valid Operations Available Fields A, R, D End Date A, R, PR, D Reason Finished A, R, D Start Date A, R Status A, R, D Volunteer Type Campaigns You can globally change campaign information. Globally Change The following tables display the type of campaign information you can change in using Globally The Raiser’s Edge Change Records category on the Globally Change Records page. Campaign . You access this feature using the Valid field you can change. The Raiser’s Edge column displays the Available Fields In the tables below, the column lists all the change operations you can perform on that field. Operations Campaign Attributes Campaign Attributes Available Fields Valid Operations Attributes A, D Campaign Manger (Campaign Attributes;Campaign Manager) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R Major Donors Only? (Campaign Attributes;Major Donors Only?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R

132 HAPTER C 128 Campaigns Campaigns Available Fields Valid Operations A, D Appeal ID Campaign category A, D, R, C, S, M Campaign is inactive A, R A, R, D, I/D, C, S, M End date A, D Fund ID Limit Appeals A, R A, R Limit Funds A Notes A, R, D, I/D, C, S, M Overall goal A, R, D, I/D, C, S, M Start date Constituent Codes existing records in your database. You can globally add constituent codes to Globally Add The Raiser’s Edge ent code information you can add to records in The following table displays the type of constitu column displays what is selected in the Add . The Globally Add Records using field of the “Add” field options Data Available column displays what you can add if you select the corresponding Add Global Add screen; the field option. Data Available “Add” field options Constituent Code You can access the Global Add - Constituent Code screen by clicking the Constituent Code Information button on the Global Add screen. From the Global Add - Constituent Code screen, you can add new code information. This information is added to the Constituent Code grid on the Bio 2 tab of the constituent record. Constituent Records You can globally change most information contained on a constituent record and you can globally delete constituent records, removing them from your database. Globally Change The following tables display the type of constituent record information you can change in using The Raiser’s Edge Globally Change Records category on the . You access this feature by clicking Constituent under the Constituent Globally Change Records page.

133 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 12 Available Fields column displays the Raiser’s Edge field you can change. The Valid In the tables below, the column lists all the change operations you can perform on that field. Operations Addressee/Salutations Addressee/Salutations Available Fields Valid Operations Additional Add/Sals A, D Primary Addressee ID A, R, D Primary Salutation ID A, R, D Aliases Aliases Available Fields Valid Operations Alias Name A, R, PR A, R, D Alias Type Addresses All Addresses Valid Operations Available Fields A, R, PR, D Address lines CART A, R, PR, D City A, R, PR, D A, R, D Country A, R, D County Date from A, R, D, I/D, Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R

134 HAPTER C 130 Available Fields Valid Operations State A, R, D A, R Type ZIP A, R, PR, D All Address Attributes (All Addresses;All Address Attributes) Valid Operations Available Fields A, D Attributes NCOA Confirmed? (All Addresses;All Address Attributes;NCOA Confirmed?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R Description Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Assigned Solicitor Relationships Assigned Solicitor Relationships Valid Operations Available Fields Amount A, R, D, I/D Assigned Solicitors A, D A, R, D Campaign ID Date From A, R, D Date To A, R, D A, R, D Fund ID A Notes Solicitor Type A, R, D

135 F IELDS OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 13 Biographical Biographical Available Fields Valid Operations Birth date A, R, D, C, S, M A, R, PR, D, C, S, M Birthplace A, R Constituent gives anonymously Constituent has no valid addresses A, R Constituent ID D, C, M A, R Constituent is honor/memorial A, R Constituent is inactive A, R Constituent is solicitor A, R Deceased Deceased Date A, R, D, C, S, M Ethnicity A, R, D, C, S, M First Name A, R, PR, D, C, S, M Fiscal Year Status A, R, PR, D, C, S, M Gender A, R, D A, R, D, C, S, M Income A, R, D, C, S, M Industry Last Name A, R, PR, C, S Maiden name A, R, PR, D, C, S, M A, R, D, C, S, M Marital status A, R, PR, D, C, S, M Match Notes Matching Factor A, R, PR, D, C, S, M Max Match Annual A, R, D, I/D, C, S, M Max Match Per Gift A, R, D, I/D, C, S, M Max Match Total A, R, D, I/D, C, S, M Middle Name A, R, PR, D, C, S, M Min Match Annual A, R, D, I/D, C, S, M Min Match Per Gift A, R, D, I/D, C, S, M Min Match Total A, R, D, I/D, C, S, M Name C Nickname A, R, PR, D, C, S, M Number of employees A, R, D, I/D, C, S, M Number of subsidiaries A, R, D, I/D, C, S, M Org matches gifts A, R Receipt type A, R, D

136 HAPTER C 132 Available Fields Valid Operations A, R, D, C, S, M Religion A, R Requests no email A, D Solicit Code D, C, M SSN(US) (* see note below) Suffix 1 A, R, D, C, S, M Suffix 2 A, R, D, C, S, M Target A, R, D, C, S, M Title 1 A, R, D, C, S, M A, R, D, C, S, M Title 2 settings determine ability to import this information. For more information, see the Security chapter in the Security * . Configuration & Security Guide Constituent Appeals Constituent Appeals Valid Operations Available Fields R Appeal Comments A, R, PR, D Date A, R, D, I/D, Response A, R, D Constituent Attributes Constituent Attributes Available Fields Valid Operations Attributes A, D # of Family Members (Constituent Attributes;# of Family Members) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R, D, I/D Description Anniversary (Constituent Attributes;Anniversary) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D

137 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 13 Availability (Constituent Attributes;Availability) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Business Hours (Constituent Attributes;Business Hours) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Committees (Constituent Attributes;Committees) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Donor Category (Constituent Attributes;Donor Category) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D

138 C HAPTER 134 Inactive (Constituent Attributes;Inactive) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Interests (Constituent Attributes;Interests) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Organization Type (Constituent Attributes;Organization Type) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Retirement Date (Constituent Attributes;Retirement Date) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D Special Mailing Types (Constituent Attributes;Special Mailing Types) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

139 , D F C AN G LOBALLY A DD OU ELETE , & C HANGE Y IELDS 13 Staff Manager (Constituent Attributes;Staff Manager) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R Constituent Codes Constituent Codes Available Fields Valid Operations Code R A, D Constituent Code Date From A, R, D Date To A, R, D Education Relationships All Education Relationships (Education/School Relationships;All Education Relationships) Valid Operations Available Fields Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D A, R, D Date left Degree A, R, D Education Attributes (Education/School Relationships;All Educat ion Relationships;Education Attributes) Available Fields Valid Operations Attributes A, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R Major Comments A, R, PR, D Minor A, R Minor Comments A, R, PR, D Notes A

140 HAPTER C 136 Available Fields Valid Operations A, R Primary alum info A, R School name A, R, D Status A, R, D Type Alumni Sponsor lationships;Education Attributes;Alumni Sponsor) (Education/School Relationships;All Education Re Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D A, R Description Athletics (Education/School Relationships;All Education Relationships;Education Attributes;Athletics) Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D A, R, D Description Awards (Education/School Relationships;All Educatio n Relationships;Education Attributes;Awards) Available Fields Valid Operations A, R, PR, D Comments Date A, R, I/D, D Description A, R, PR, D Clubs (Education/School Relationships;All Educatio n Relationships;Education Attributes;Clubs) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Dorms/Housing (Education/School Relationships;All Education Re lationships;Education Attributes;Dorms/Housing) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date Description A, R, D

141 , D F AN G LOBALLY A DD C ELETE , & C HANGE IELDS OU Y 13 Leadership Positions onships;Education Attributes;Leadership Positions) (Education/School Relationships;All Education Relati Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, PR, D Description Reason Left? lationships;Education Attributes;Reason Left?) (Education/School Relationships;All Education Re Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, D Description Primary Alumni Education Relationships Primary Alumni Education Relationships Valid Operations Available Fields A, R, PR, D Campus Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R Major Comments A, R, PR, D Minor A, R Minor Comments A, R, PR, D Notes A Primary alum info A, R School name A, R Status A, R, D A, R, D Type Primary Alumni Attributes

142 HAPTER C 138 (Primary Alumni Education Relation ships;Primary Alumni Attributes) Available Fields Valid Operations Attributes A, D Alumni Sponsor Primary Alumni Attributes;Alumni Sponsor) (Primary Alumni Education Relationships; Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D A, R Description Athletics (Primary Alumni Education Relationship s;Primary Alumni Attributes;Athletics) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Awards (Primary Alumni Education Relationsh ips;Primary Alumni Attributes;Awards) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Clubs ips;Primary Alumni Attributes;Clubs) (Primary Alumni Education Relationsh Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Dorms/Housing Primary Alumni Attributes;Dorms/Housing) (Primary Alumni Education Relationships; Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Leadership Positions

143 ELETE F G LOBALLY A DD , D AN , & C HANGE OU C IELDS Y 13 ary Alumni Attributes;Leadership Positions) (Primary Alumni Education Relationships;Prim Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Reason Left? (Primary Alumni Education Relationships; Primary Alumni Attributes;Reason Left?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Notepads Notepads Valid Operations Available Fields A, R, PR Author Date A, R Description A, R, PR, D Title A, R, PR, D A, R Type Preferred Addresses Preferred Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D City A, R, PR, D Country A, R, D County A, R, D Date from A, R, D, I/D Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D

144 HAPTER C 140 Available Fields Valid Operations Phone type A, R Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R State A, R, D A, R Type ZIP A, R, PR, D Preferred Address Attributes (Preferred Addresses;Preferred Address Attributes) Available Fields Valid Operations Attributes A, D NCOA Confirmed? (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed?) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R Special Mailing Info (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Prospects Prospects Valid Operations Available Fields A, R, D Classification Status A, R, D

145 IELDS F OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 14 Tributes Tributes Available Fields Valid Operations Date from A, R, D Date to A, R, D Default Fund A, R, D Description A, R, PR, D Gifts may be given to this tribute A, R Letter A, R, D Notes A A, R Tribute Type Volunteer Job Assignment Volunteer Job Assignments Valid Operations Available Fields A, R, D Category Day A, R, D Department A, R, D End Date A, R, D, I/D End Time A, R, PR, D Letter Sent A, R Letter Sent On A, R, D, I/D Location A, R, D Notes A, R, PR Position A, R, PR, D Requested On A, R, D I/D Start Date A, R, D, I/D Start Time A, R, PR, D Status A, R Supervisor A, R, PR, D Tas k A , R, D Volunteer Type A, R, D

146 HAPTER C 142 Volunteers Volunteers Valid Operations Available Fields A, R, D End Date A, R, PR, D Reason Finished A, R, D Start Date A, R Status A, R, D Volunteer Type Globally Delete Note ent records you want to delete from your database, : For information about creating a query of constitu . see the Query chapter of the Query & Export Guide Globally Delete Records By selecting Constituents on the General tab of , you can globally delete constituent g options, or you can create a query of all constituent records. You can base the process on a number of filterin records you want to delete. All filtering options appear on the Delete Options tab in . The following table list the Globally Delete Records options available for constituent records. Filtering Options are active constituents are business relationships are contacts are employees are event participants are honor/memorials are primary alumni are solicitors are spouses have current memberships have gifts Education/School Information You can globally add and globally ch ange education/school information.

147 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 14 Globally Add The following table displays the type of educatio The Raiser’s Edge n/school information you can add to records in . The “Add” field options column displays what is selected in the Add field of the using Globally Add Records Global Add screen; the column displays what you can add if you select the corresponding Data Available Add field option. “Add” field options Data Available Education/School You can access the Global Add - Education/School screen by clicking the button on the Global Education Information Add screen. From the Global Add - Education/School screen, you can add an education/school relationship to selected constituent records. If on the Global Add - Primary Education/School screen, you mark alumni information , the information is added as the constituent’s primary education/school relationship (accessed by button on the Bio 1 clicking the Education tab of the constituent record). If you do not mark Primary alumni information , the school is added as a relationship (accessed by selecting the Relationships tab on the constituent record). Globally Change The following tables display the type of education/school information you can change in The Raiser’s Edge using Globally Change Records . You can globally change education/school information in constituent or individual records. Valid field you can change. The Raiser’s Edge column displays the Available Fields In the tables below, the Operations column lists all the change operations you can perform on that field. rmation in constituent and/or individual records. You can globally change education and school info Constituent Records To globally change education information in your consti tuent records, from the Globally Change Records page, category. The Global Change - Constituent screen appears. The click Constituent under the Constituent Education/School Relationships field category appears in the Available Fields box. Education/School Relationships All Education Relationships (Education/School Relationships;All Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D

148 HAPTER C 144 Available Fields Valid Operations Date left A, R, D Degree A, R, D A, R, PR, D Frat/Sorority GPA A, R, PR, D A, R, PR, D Known name A, R Major Major Comments A, R, PR, D Minor A, R Minor Comments A, R, PR, D A Notes Primary alum info A, R School name A, R A, R, D Status Type A, R, D Valid Operations Key Education Attributes (Education/School Relationships;All Educat ion Relationships;Education Attributes) Available Fields Valid Operations A, D Attributes Alumni Sponsor lationships;Education Attributes;Alumni Sponsor) (Education/School Relationships;All Education Re Available Fields Valid Operations Comment A, R, PR, D Date A, R, I/D, D A, R Description Athletics Relationships;Education Attributes;Athletics) (Education/School Relationships;All Education Available Fields Valid Operations Comment A, R, PR, D A, R, I/D, D Date A, R, D Description Awards

149 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 14 n Relationships;Education Attributes;Awards) (Education/School Relationships;All Educatio Available Fields Valid Operations Comment A, R, PR, D A, R, I/D, D Date Description A, R, PR, D Clubs n Relationships;Education Attributes;Clubs) (Education/School Relationships;All Educatio Valid Operations Available Fields Comment A, R, PR, D A, R, I/D, D Date A, R, D Description Dorms/Housing lationships;Education Attributes;Dorms/Housing) (Education/School Relationships;All Education Re Available Fields Valid Operations Comment A, R, PR, D A, R, I/D, D Date A, R, D Description Leadership Positions onships;Education Attributes;Leadership Positions) (Education/School Relationships;All Education Relati Available Fields Valid Operations A, R, PR, D Comment A, R, I/D, D Date Description A, R, PR, D Reason Left? lationships;Education Attributes;Reason Left?) (Education/School Relationships;All Education Re Available Fields Valid Operations Comment A, R, PR, D Date A, R, I/D, D A, R, D Description Primary Alumni Education Relationships Primary Alumni Education Relationships Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D

150 HAPTER C 146 Available Fields Valid Operations Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R Major Comment A, R, PR, D Minor A, R A, R, PR, D Minor Comment A Notes Primary alum info A, R School name A, R A, R, D Status Type A, R, D Primary Alumni Attributes (Education/School Relationships;Primary Alumni Attributes) Available Fields Valid Operations A, D Attributes Alumni Sponsor (Education/School Relationships;Primary Alumni Attributes;Alumni Sponsor) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R Athletics (Education/School Relationships;Primary Alumni Attributes;Athletics) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, D Awards

151 DD F OU C AN G LOBALLY A Y , D ELETE , & C HANGE IELDS 14 (Education/School Relationships;Primary Alumni Attributes;Awards) Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Clubs (Education/School Relationships;Primary Alumni Attributes;Clubs) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, D Description Dorms/Housing y Alumni Attributes;Dorms/Housing) (Education/School Relationships;Primar Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, D Description Leadership Positions (Education/School Relationships;Primary Alumni Attributes;Leadership Positions) Valid Operations Available Fields A, R, PR, D Comment Date A, R, D, I/D Description A, R, PR, D Reason Left? (Education/School Relationships;Primary Alumni Attributes;Reason Left?) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D A, R, D Description Individual Records To globally change education information in your individua l records, from the Globally Change Records page, click Constituent Individual under the category. The Global Change - Individual screen appears. The Education/School Relationships field category appears in the Available Fields box. Education/School Relationships All Education Relationships

152 C HAPTER 148 (Education/School Relationships;All Education Relationships) Valid Operations Available Fields A, R, PR, D Campus Class of A, R, PR, D Date entered A, R, D A, R, D Date graduated Date left A, R, D A, R, D Degree A, R, PR, D Frat/Sorority GPA A, R, PR, D Known name A, R, PR, D A, R Major A, R, PR, D Major Comment Minor A, R A, R, PR, D Minor Comment Notes A Primary alum info A, R A, R School name A, R, D Status A, R, D Type Education Attributes ion Relationships;Education Attributes) (Education/School Relationships;All Educat Valid Operations Available Fields Attributes A, D Alumni Sponsor lationships;Education Attributes;Alumni Sponsor) (Education/School Relationships;All Education Re Available Fields Valid Operations A, R, PR, D Comment Date A, R, I/D, D Description A, R Athletics (Education/School Relationships;All Education Relationships;Education Attributes;Athletics) Available Fields Valid Operations Comment A, R, PR, D Date A, R, I/D, D Description A, R, D

153 , & C F OU C AN G LOBALLY A DD , D ELETE Y HANGE IELDS 14 Awards (Education/School Relationships;All Educatio n Relationships;Education Attributes;Awards) Valid Operations Available Fields A, R, PR, D Comment A, R, I/D, D Date A, R, PR, D Description Clubs (Education/School Relationships;All Educatio n Relationships;Education Attributes;Clubs) Valid Operations Available Fields A, R, PR, D Comment Date A, R, I/D, D A, R, D Description Dorms/Housing (Education/School Relationships;All Education Re lationships;Education Attributes;Dorms/Housing) Available Fields Valid Operations Comment A, R, PR, D Date A, R, I/D, D A, R, D Description Leadership Positions (Education/School Relationships;All Education Relati onships;Education Attributes;Leadership Positions) Valid Operations Available Fields A, R, PR, D Comment A, R, I/D, D Date Description A, R, PR, D Reasons Left? lationships;Education Attributes;Reasons Left?) (Education/School Relationships;All Education Re Valid Operations Available Fields Comment A, R, PR, D Date A, R, I/D, D Description A, R, D Primary Alumni Education Relationships Primary Alumni Education Relationships

154 C HAPTER 150 (Education/School Relationships;Primary Alumni Education Relationships) Valid Operations Available Fields A, R, PR, D Campus Class of A, R, PR, D A, R, D Date entered Date graduated A, R, D Date left A, R, D A, R, D Degree Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D A, R Major A, R, PR, D Major Comments A, R Minor A, R, PR, D Minor Comments Notes A Primary alum info A, R A, R School name Status A, R, D A, R, D Type Primary Alumni Attributes ducation Relationships;Primary Alumni Attributes) (Education/School Relationships;Primary Alumni E Valid Operations Available Fields Attributes A, D Alumni Sponsor (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Alumni Sponsor) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R Athletics n Relationships;Primary Alumni Attributes;Athletics) (Education/School Relationships;Primary Alumni Educatio Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D

155 , D F OU C AN G LOBALLY A DD Y ELETE , & C HANGE IELDS 15 Awards (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Awards) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Clubs ion Relationships;Primary Alumni Attributes;Clubs) (Education/School Relationships;Primary Alumni Educat Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R, D Description Dorms/Housing (Education/School Relationships;Primary Alum ni Education Relationships;Primary Alumni Attributes;Dorms/Housing) Valid Operations Available Fields A, R, PR, D Comment A, R, D, I/D Date A, R. D Description Leadership Positions n Relationships;Primary Alumni Attributes;Leadership (Education/School Relationships;Primary Alumni Educatio Positions) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Reasons Left? ion Relationships;Primary Alumni Attributes;Reasons (Education/School Relationships;Primary Alumni Educat Left?) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D Email Using , you can send email messages to a group of constituents. Globally Add Records

156 HAPTER C 152 Globally Add “Add” field options Add field of the Global Add In the following table the column displays what is selected in the column displays what you can add if you select the corresponding screen; the field option. Data Available Add Data Available “Add” field options Email You can send an email message to all or selected constituents. You compose your email message on the Email Message screen, which appears when you click the Enter Email Now button on the Global Add screen. The message is sent to selected constituents who have a valid email address entered in the Phones/Email/Links grid of their constituent record. Events You can globally change and delete event information. in the following categories: Event and Participant. The The event fields available for global change are arranged specific fields available for global change are listed under each category. Globally Change The Raiser’s Edge The following tables display the type of event information you can change in using Globally Event Change Records category on the Globally Change Records page. . You access this feature using the Raiser’s Edge column displays the Available Fields In the tables below, the Valid field you can change. The Operations column lists all the change operations you can perform on that field. Event Records Event obally Change Records page, click Event under the To globally change event information, from the Gl category. The Global Change - Event screen appears. Attributes Event Attributes Available Fields Valid Operations Attributes A, D Chairperson (Event Attributes;Chairperson) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Event Locale

157 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 15 (Event Attributes;Event Locale) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, PR, D Event Success Rate (Event Attributes;Event Success Rate) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Handicap Accessible? (Event Attributes;Handicap Accessible?) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R Description Insurer (Event Attributes;Insurer) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, PR, D Prizes Donated (Event Attributes;Prizes Donated) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Rain Location (Event Attributes;Rain Location) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D

158 HAPTER C 154 Notepads Event Notepads Valid Operations Available Fields Author A, R, PR A, R Date Description A, R, PR, D Title A, R, PR, D Type A, R Events Events Valid Operations Available Fields Capacity A, R, I/D, C, S Category A, R A, R, PR, D, C, S, M Description A, R, D, I/D, C, S, M End Date End Time A, R, PR, D, C, S, M Event ID C A, R, D, I/D, C, S, M Goal Group A, R, D, C, S, M Inactive A, R A, R, PR, D, C, S, M Itinerary description A, R, PR, D, C, S, M Location Address A, R, PR, D, C, S, M Location City Location Name A, R, PR, D, C, S, M Location Phone A, R, PR, D, C, S, M Location State A, R, D, C, S, M Location ZIP A, R, PR, D, C, S, M A, R, PR, C, S Name Number invited A, R, I/D, C, S A, R, D, I/D, C, S, M Start Date Start Time A, R, PR, D, C, S, M Type A, R, D, C, S, M Participant Records To globally change event participant information, from the Globally Change Records page, click Participant under Event the category. The Global Change - Participant screen appears.

159 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 15 Attributes Participant Attributes Valid Operations Available Fields A, D Attributes Dietary Preference (Participant Attributes;Dietary Preference) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Handicap (Participant Attributes;Dietary Preference;Handicap) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date Description A, R, D, I/D Partner Request (Participant Attributes;Dietary Preference;Partner Request) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, PR, D Seating Requests (Participant Attributes;Dietary Preference;Seating Requests) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Shirt Size (Participant Attributes;Dietary Preference;Shirt Size) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Shoe Size

160 HAPTER C 156 (Participant Attributes;Dietary Preference;Shoe Size) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, PR, D Source (Participant Attributes;Dietary Preference;Source) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Special Requests (Participant Attributes;Dietary Preference;Special Requests) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Participants Participants Available Fields Valid Operations Attended A, R A, R Do not seat A, R Invitation Invite Date A, R, D Notes A, R, PR, D Participation A, R, D Registration A, R Registration Date A, R, D Response A, R, D Response Date A, R, D Solicitor A, R, D Status A, R, D Globally Delete Note : For information about creating a query of event records you want to delete from your database, see the Query chapter of the Query & Export Guide .

161 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 15 Globally Delete Records By selecting Events on the General tab of , you can globally delete events. You can base the process on a number of filtering options, or you can create a query of all events you want to delete. Globally Delete Records . The following table lists the All filtering options appear on the Delete Options tab in options available for event records. Filtering Options are active have actions have jobs have participants Delete events with these dates (enter Start date and End date ) Funds You can globally change fund information. Globally Change using The following tables display the type of fund information you can change in Globally The Raiser’s Edge category on the Globally Change Records page. Fund . You access this feature using the Change Records field you can change. The Raiser’s Edge column displays the Available Fields In the tables below, the Valid Operations column lists all the change operations you can perform on that field. Attributes Fund Attributes Available Fields Valid Operations Attributes A, D Restrictions (Fund Attributes;Restrictions) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Funds Funds Available Fields Valid Operations Appeal ID A, D Campaign ID A, D End date A, R, D, I/D, C, S, M Fund category A, R, D, C, S, M

162 HAPTER C 158 Available Fields Valid Operations A, R Fund is inactive A, R, D, C, S, M Fund Type Limit Appeals A, R Limit Campaigns A, R A Notes A, R, D, I/D, C, S, M Overall goal A, R Restricted A, R, D, I/D, C, S, M Start date Gifts You can globally change and delete gift information. Globally Change The Raiser’s Edge The following tables display the type of gift information you can change in Globally using . You access this feature using the Change Records category on the Globally Change Records page. Gift Available Fields column displays the In the tables below, the Valid field you can change. The Raiser’s Edge column lists all the change operations you can perform on that field. Operations Attributes Gift Attributes Available Fields Valid Operations Attributes A, D Adopt An Animal (Gift Attributes;Adopt An Animal) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Auction ID (Gift Attributes;Auction ID) Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Auction Item

163 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 15 (Gift Attributes;Auction Item) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, PR, D Beneficiary (Gift Attributes;Beneficiary) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Check routing (Gift Attributes;Check routing) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Declared Value (Gift Attributes;Declared Value) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Deposit Date (Gift Attributes;Deposit Date) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D, I/D Donated By (Gift Attributes;Donated By) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R

164 C HAPTER 160 Donor Designation (Gift Attributes;Donor Designation) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Gift transfer date (Gift Attributes;Gift transfer date) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D, I/D Gift-in-Kind Type (Gift Attributes;Gift-in-Kind Type) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Item Number (Gift Attributes;Item Number) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D, I/D Description Named Giving Opp (Gift Attributes;Named Giving Opp) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Purchased By (Gift Attributes;Purchased By) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R

165 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 16 Remainderman Fund (Gift Attributes;Remainderman Fund) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R, PR, D Description Reminder Sent (Gift Attributes;Reminder Sent) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R Sold On (Gift Attributes;Sold On) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Source (Gift Attributes;Source) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Gift Benefits Gift Benefits Available Fields Valid Operations Comments A, R, PR, D Count A, R, D, I/D Description A, R, PR, D, C, S, M Include benefit notes on receipt A, R Sent A, R, D Unit Cost A, R, I/D

166 C HAPTER 162 Gifts Gifts Available Fields Valid Operations A, R Acknowledge Acknowledge date A, R, D, C, S, M Amount A, R, I/D, C, S Amount bills A, R, I/D, C, S A, R, I/D, C, S Amount coins Anonymous A, R A, R, D Appeal ID A, R, PR, D, C, S, M Authorization code D Bank A, R, D Campaign ID Cardholder name A, R, PR, D, C, S, M A, R, D, C, S, M Check date A, R, PR, D, C, S, M Check number Constituency A, R, D, C, S, M Credit card expires A, R, D, C, S, M Credit card number *(see note A, R, PR, D, C, S, M below) Credit card type D A, R, I/D, C, S Date A, R Direct debit received EFT A, R A, R Fund ID A, R, D, C, S, M Gift code Gift status date A, R, D, C, S, M Letter code A, R,D, C, S, M Membership amount to apply A, R, I/D Pay method A, R Post date A, R, I/D,C, S Post status A, R Prenotification units A, R, D I/D, C, S, M Receipt A, R Receipt amount A, R, I/D, C, S Receipt date A, R, D, C, S, M Receipt number A, R, D, I/D, C, S, M Reference A, R, PR, D, C, S, M

167 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 16 Available Fields Valid Operations A, R, D, C, S, M Reference date A, R, PR, D, C, S, M Reference number Registration fees amount to apply A, R, I/D A, R, D, I/D, C, S, M Sale of stock date Send prenotification A, R Send reminders A, R A, D Solicitor Status A, R Stock issuer A, R, PR, D, C, S, M A, R, I/D, C, S Stock sale broker fee Stock sale notes A, R, PR, D, C, S, M A, R, D I/D, C, S, M Stock sale post date A, R Stock sale post status Subtype A, R, D, C, S, M settings determine ability to import this information. For more informat *Security ion, see the Security chapter in Configuration & Security Guide the . Honor/Memorials Honor/Memorials Available Fields Valid Operations Acknowledge A, R Tribute Type A, R, D Notes Notepads Available Fields Valid Operations Author A, R, PR A, R Date A, R, PR, D Description Title A, R, PR, D A, R Type Globally Delete Note : For information about creating a query of gift reco rds you want to delete from your database, see the Query chapter of the Query & Export Guide . By selecting Gifts on the General tab of , you can globally delete gift records. You can Globally Delete Records base the process on a number of filtering options, or you can create a query of all gifts you want to delete.

168 C HAPTER 164 . The following table lists the All filtering options appear on the Delete Options tab in Globally Delete Records options available for gift records. Filtering Options are acknowledged are linked to an event are linked to an honor/memorial are linked to a membership are linked to a proposal are posted are receipted are recurring gifts with transactions are sold stock/property are split between funds have adjustments applied have a matching gift pledge have pledge payments applied have soft credits have write-offs applied Gift date Delete gifts with these dates ( Gift added ) , Individual Constituent Record You can globally change most information cont ained on an individual constituent record. Globally Change The Raiser’s constituent record information you can change in The following tables display the type of individual . You access this feature by clicking Individual under the Globally Change Records using Constituent Edge category on the Globally Change Records page. Valid field you can change. The Raiser’s Edge column displays the Available Fields In the tables below, the Operations column lists all the change operations you can perform on that field. Addressee/Salutations Addressee/Salutations Available Fields Valid Operations Add/Sal ID A, R Add/Sal Type A, R

169 , D F AN G LOBALLY A DD C ELETE , & C HANGE OU IELDS Y 16 Aliases Aliases Available Fields Valid Operations Alias Name A, R, PR A, R, D Alias Type Addresses All Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D City A, R, PR, D A, R, D Country A, R, D County Date from A, R, D, I/D, Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R State A, R, D Type A, R A, R, PR, D ZIP All Address Attributes (All Addresses;All Address Attributes) Available Fields Valid Operations A, D Attributes NCOA Confirmed?

170 HAPTER C 166 (All Addresses;All Address Attributes;NCOA Confirmed?) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R, D Assigned Solicitor Relationships Assigned Solicitor Relationships Available Fields Valid Operations Amount A, R, D, I/D Assigned Solicitors A, D A, R, D Campaign ID A, R, D Date From Date To A, R, D Fund ID A, R, D A Notes Solicitor Type A, R, D Biographical Biographical Available Fields Valid Operations Birth date A, R, D, C, S, M Birthplace A, R, PR, D, C, S, M Constituent gives anonymously A, R Constituent has no valid addresses A, R Constituent ID D, C, M Constituent is honor/memorial A, R Constituent is inactive A, R Constituent is solicitor A, R Deceased A, R Deceased Date A, R, D, C, S, M

171 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 16 Available Fields Valid Operations Ethnicity A, R, D, C, S, M First Name A, R, PR, D, C, S, M Gender A, R, D Income A, R, D, C, S, M A, R, PR, C, S Last Name Maiden name A, R, PR, D, C, S, M Marital status A, R, D, C, S, M A, R, PR, D, C, S, M Middle Name C Name A, R, PR, D, C, S, M Nickname A, R, D Primary Addressee ID Primary Salutation ID A, R, D A, R, D Receipt type A, R, D, C, S, M Religion Requests no email A, R D, C, M SSN(US) * (see note below) Solicit code A, D A, R, D, C, S, M Suffix 1 A, R, D, C, S, M Suffix 2 A, R, D, C, S, M Target A, R, D, C, S, M Title 1 A, R, D, C, S, M Title 2 * Security settings determine ability to import this information. For more information, see the Security chapter in the . Configuration & Security Guide Constituent Appeals Constituent Appeals Available Fields Valid Operations Appeal A, R Comments A, R, PR, D Date A, R, D, I/D, Response A, R, D Constituent Attributes Constituent Attributes Available Fields Valid Operations Attributes A, D

172 C HAPTER 168 # of Family Members (Constituent Attributes;# of Family Members) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Anniversary (Constituent Attributes;Anniversary) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D, I/D Availability (Constituent Attributes;Availability) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Business Hours (Constituent Attributes;Business Hours) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Committees (Constituent Attributes;Committees) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

173 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 16 Dietary Preference (Constituent Attributes;Dietary Preference) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Donor Category (Constituent Attributes;Donor Category) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, PR, D Description Inactive (Constituent Attributes;Inactive) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Interests (Constituent Attributes;Interests) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Organization Type (Constituent Attributes;Organization Type) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

174 HAPTER C 170 Retirement Date (Constituent Attributes;Retirement Date) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D, I/D Special Mailing Types (Constituent Attributes;Special Mailing Types) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Staff Manager (Constituent Attributes;Staff Manager) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R Constituent Codes Constituent Codes Available Fields Valid Operations Code R Constituent Code A, D A, R, D Date From Date To A, R, D Education/School Relationships All Education Relationships (Education/School Relationships;All Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D

175 , D F C AN G LOBALLY A DD OU ELETE , & C HANGE Y IELDS 17 Education Attributes ion Relationships;Education Attributes) (Education/School Relationships;All Educat Valid Operations Available Fields A, D Attributes A, R, PR, D Frat/Sorority GPA A, R, PR, D Known name A, R, PR, D Major A, R A, R, PR, D Major Comments A, R Minor A, R, PR, D Minor Comments A Notes A, R Primary alum info School name A, R Status A, R, D Type A, R, D Alumni Sponsor (Education/School Relationships;All Education Re lationships;Education Attributes;Alumni Sponsor) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D A, R Description Athletics Relationships;Education Attributes;Athletics) (Education/School Relationships;All Education Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Awards n Relationships;Education Attributes;Awards) (Education/School Relationships;All Educatio Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D A, R, PR, D Description Clubs

176 HAPTER C 172 (Education/School Relationships;All Educatio n Relationships;Education Attributes;Clubs) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, D Description Dorms/Housing (Education/School Relationships;All Education Re lationships;Education Attributes;Dorms/Housing) Valid Operations Available Fields A, R, PR, D Comments Date A, R, I/D, D Description A, R, D Leadership Positions (Education/School Relationships;All Education Relati onships;Education Attributes;Leadership Positions) Available Fields Valid Operations A, R, PR, D Comments Date A, R, I/D, D Description A, R, PR, D Reason Left? (Education/School Relationships;All Education Re lationships;Education Attributes;Reason Left?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Primary Alumni Education Relationships (Education/School Relationships;Primary Alumni Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R

177 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 17 Available Fields Valid Operations Major Comments A, R, PR, D Minor A, R A, R, PR, D Minor Comments Notes A A, R Primary alum info Primary Alumni Attributes ducation Relationships;Primary Alumni Attributes) (Education/School Relationships;Primary Alumni E Valid Operations Available Fields A, D Attributes A, R School name Status A, R, D A, R, D Type Alumni Sponsor (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Alumni Sponsor) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R Athletics n Relationships;Primary Alumni Attributes;Athletics) (Education/School Relationships;Primary Alumni Educatio Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R, D Awards ion Relationships;Primary Alumni Attributes;Awards) (Education/School Relationships;Primary Alumni Educat Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, PR, D Clubs

178 C HAPTER 174 (Education/School Relationships;Primary Alumni Educat ion Relationships;Primary Alumni Attributes;Clubs) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Dorms/Housing ni Education Relationships;Primary Alumni (Education/School Relationships;Primary Alum Attributes;Dorms/Housing) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Leadership Positions n Relationships;Primary Alumni Attributes;Leadership (Education/School Relationships;Primary Alumni Educatio Positions) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Reason Left? (Education/School Relationships;Primary Alumni Educatio n Relationships;Primary Alumni Attributes;Reason Left) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Notes Notepads Available Fields Valid Operations Author A, R, PR Date A, R Description A, R, PR, D Title A, R, PR, D Type A, R

179 IELDS F C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 17 Preferred Addresses Preferred Addresses Available Fields Valid Operations Address lines A, R, PR, D A, R, PR, D CART City A, R, PR, D Country A, R, D County A, R, D A, R, D, I/D Date from A, R, D, I/D Date to DPC A, R, PR, D A, R, D Info source A, R, PR, D LOT NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Region A, R, D A, R Seasonal address A, R, PR, D Seasonal from A, R, PR, D Seasonal to Send mail A, R State A, R, D Type A, R A, R, PR, D ZIP Preferred Address Attributes (Preferred Addresses;Preferred Address Attributes) Available Fields Valid Operations Attributes A, D NCOA Confirmed? (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R Description Special Mailing Info

180 HAPTER C 176 (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Prospects Prospects Available Fields Valid Operations A, R, D Classification Status A, R, D Tributes Tributes Available Fields Valid Operations Date from A, R, D Date to A, R, D A, R, D Default Fund A, R, PR, D Description Gifts may be given to this tribute A, R Letter A, R, D A Notes Tribute Type A, R Volunteer Job Assignments Volunteer Job Assignments Available Fields Valid Operations Category A, R, D Day A, R, D Department A, R, D End Date A, R, D, I/D End Time A, R, PR, D Letter Sent A, R Letter Sent On A, R, D, I/D Location A, R, D Notes A, R, PR Position A, R, PR, D

181 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 17 Available Fields Valid Operations Requested On A, R, D I/D A, R, D, I/D Start Date A, R, PR, D Start Time A, R Status A, R, PR, D Supervisor Tas k A , R, D A, R, D Volunteer Type Volunteers Volunteers Available Fields Valid Operations End Date A, R, D A, R, PR, D Reason Finished Start Date A, R, D Status A, R Volunteer Type A, R, D Jobs You can globally change and delete volunteer job assignments. Globally Change The Raiser’s Edge using The following tables display the type of volunteer job information you can change in Globally Change Records . You access this feature by clicking Job under the Job category on the Globally Change Records page. In the tables below, the field you can change. The column displays the Raiser’s Edge Valid Available Fields Operations column lists all the change operations you can perform on that field. Attributes Job Attributes Available Fields Valid Operations Attributes A, D Education Level (Job Attributes;Education Level) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

182 C HAPTER 178 Location Type (Job Attributes;Location Type) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, PR, D Description Jobs Jobs Available Fields Valid Operations Allow Mandate A, R A, R, D Assignment interest Category A, R, D, C, S, M A, R, D Checklist item A, R Completed A, R, PR, D, C, S, M Description End Date A, R, D, I/D, C, S, M A, R, PR,C, S Job A, R, D, I/D, C, S, M Minimum Age Position A, R, PR, D, C, S, M A, R, D, I/D, C, S, M Start Date A, R, D, C, S, M Volunteer Type Globally Delete u want to delete from your database, see the Query : For information about creating a query of jobs yo Note . Query & Export Guide chapter of the , you can globally delete By selecting Volunteer Job Assignments on the General tab of Globally Delete Records volunteer job assignments. You can base the process on a number of filtering options, or you can create a query of all jobs you want to delete. . The following table lists the Globally Delete Records All filtering options appear on the Delete Options tab in options available for jobs. Filtering Options Start date (date) End date (date) Date added (date) Status

183 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE Y OU 17 Memberships You can globally add, globally change, and globally delete membership information. Globally Add The Raiser’s Edge The following table displays the type of membership information you can add to records in . The using column displays what is selected in the Add field of the Globally Add Records “Add” field options Data Available column displays what you can add if you select the corresponding Add Global Add screen; the field option. Data Available “Add” field options Membership You can access the Global Add - Membership screen by clicking the button on the Membership Information Global Add screen. From the Global Add - Membership screen, you can add membership information, including category, dues amount, expiration information, membership cards needed, and more to all selected constituent records. The information is added to the Membership tab of the constituent record. Globally Change The Raiser’s Edge The following tables display the type of membership information you can change in using Globally Change Records . You access this feature by clicking Membership under the category on Membership the Globally Change Records page. In the tables below, the Valid field you can change. The Raiser’s Edge column displays the Available Fields column lists all the change operations you can perform on that field. Operations Attributes Membership Attributes Available Fields Valid Operations Attributes A, D Valid Operations Key # Day Passes (Membership Attributes;# Day Passes) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D A, R, D, I/D Description Exhibit Interests

184 HAPTER C 180 (Membership Attributes;Exhibit Interests) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date Description A, R, D Holiday Gift? (Membership Attributes;Holiday Gift) Available Fields Valid Operations Comment A, R, PR, D A, R, D, I/D Date Description A, R, Membership Sponsor (Membership Attributes;Membership Sponsor) Available Fields Valid Operations A, R, PR, D Comment Date A, R, D, I/D Description A, R Purchase Location (Membership Attributes;Purchase Location) Available Fields Valid Operations Comment A, R, PR, D Date A, R, D, I/D Description A, R, D Membership Benefits Membership Benefits Available Fields Valid Operations Benefits Notes A Comments A, R, PR, D Count A, R, D, I/D Send Benefits To A, R Sent A, R, D Unit Cost A, R, I/D Waive Benefits A, R Valid Operations Key

185 , D F OU C AN G LOBALLY A DD Y ELETE , & C HANGE IELDS 18 Memberships Memberships Valid Operations Available Fields A, R Category A, R, D, I/D Dues A, R, D, I/D Expires on A, R Lifetime membership A Notes A, R Print Renewals A, R, D Program A, R, D Subcategory A, R, I/D Transaction date Globally Delete Note : For information about creating a query of membership records you want to delete from your database, see the Query chapter of the Query & Export Guide . By selecting Memberships on the General tab of , you can globally delete memberships. Globally Delete Records You can base the process on a number of filtering options, or you can create a query of all memberships you want to delete. All filtering options appear on the Delete Options tab in . The following table lists the Globally Delete Records options available for membership records. Filtering Options Current membership lapsed (date) Membership expires (date) Membership category Membership sub-category Membership program Do not delete lifetime memberships (yes;no) Do not delete memberships linked to gifts (yes;no) Notes You can globally add, globally change, and globally delete notes.

186 HAPTER C 182 Globally Add The following table displays the type of note information you can add to records in The Raiser’s Edge using Globally Add Records . The Record Type column displays the type of record to which you can add a note; the Data

187 F IELDS OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 18 Available column displays what exactly you can add. Data Available Record Type To globally add notes to existing action Actions records, from the Global Add screen, select Add “Notepad” in the Include field. Click the button and select “All Actions” to add this note to all action records in your database. To add the note to selected records, select “Selected” and select the action query you want to use. To create the note, click the Notepad Information button on the Global Add screen. The Notepad screen appears, and you can add date, type, description, title, and author information along with the new note. The information is added to the Notes tab of the action record. Constituents To globally add notes to existing constituent records, from the Global Add screen, select “Notepad” in the Add field. Click the Include button and select “All Constituents” to add this note to all constituent records in your database. To add the note to selected records, select “Selected” and select the constituent query you want to use. To create the note, click the Notepad Information button on the Global Add screen. The Notepad screen appears, and you can add date, type, description, title, and author information along with the new note. The information is added to the Notes tab of the constituent record.

188 HAPTER C 184 Record Type Data Available Events To globally add notes to existing event records, from the Global Add screen, select Include “Notepad” in the field. Click the Add button and select “All Events” to add this note to all event records in your database. To add the note to selected records, select “Selected” and select the event query you want to use. To create the note, click the Notepad Information button on the Global Add screen. The Notepad screen appears, and you can add date, type, description, title, and author information along with the new note. The information is added to the Notes tab of the event record. To globally add notes to existing gift records, Gifts from the Global Add screen, select Include “Notepad” in the field. Click the Add button and select “All Gifts” to add this note to all gift records in your database. To add the note to selected records, select “Selected” and select the gift query you want to use. To create the note, click the Notepad Information button on the Global Add screen. The Notepad screen appears, and you can add date, type, description, title, and author information along with the new note. The information is added to the Notes tab of the gift record. To globally add notes to existing proposal Proposal records, from the Global Add screen, select “Notepad” in the field. Click the Include Add button and select “All Proposals” to add this note to all proposal records in your database. To add the note to selected records, select “Selected” and select the proposal query you want to use. To create Notepad Information the note, click the button on the Global Add screen. The Notepad screen appears, and you can add date, type, description, title, and author information along with the new note. The information is added to the Notes tab of the proposal record.

189 F IELDS OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 18 Globally Change The Raiser’s Edge . The following tables display the type of You can globally change notes in a number of areas in note information you can change. Available Fields column displays the Raiser’s Edge field you can change. The Valid In the tables below, the column lists all the change operations you can perform on that field. Operations Globally Change Records , depending on the area of the program in You access this feature in various locations in you want to change notes in your action records, you which you want to change note information. For example, if Action must open the category on the Globally Change Records page. The Action Notepad field category appears Available Fields box on the Global Change - Action screen. in the Action Records To globally change action notes, from the Globally Change Records page, click Action under the category. Action The Global Change - Action screen appears. The Action notepads field category appears in the Available Fields box. Notes Action Notepads Valid Operations Available Fields A, R, PR, D Author Date A, R A, R, PR, D Description Title A, R, PR, D A, R Type Constituent Records ally Change Records page, click Constituent under the To globally change constituent notes, from the Glob category. The Global Change - Constituent screen appears. The Notepads field category appears in Constituent the Available Fields box. Notes Notepads Valid Operations Available Fields A, R, PR Author A, R Date Description A, R, PR, D Title A, R, PR, D Type A, R Event Records To globally change event notes, from the Glob ally Change Records page, click Event under the Event category. The Global Change - Event screen box. Available Fields appears. The Event Notepads field category appears in the

190 HAPTER C 186 Notes Event Notepads Valid Operations Available Fields A, R, PR Author A, R Date Description A, R, PR, D A, R, PR, D Title A, R Type Valid Operations Key Gift Records To globally change gift notes, from the Glob ally Change Records page, click Gift under the Gift category. The e Notepads field category appears in the box. Available Fields Global Change - Gift screen appears. Th Notes Notepads Valid Operations Available Fields A, R, PR Author Date A, R A, R, PR, D Description A, R, PR, D Title A, R Type Individual Records the Globally Change Records page, click Individual under To globally change individual constituent notes, from appears. The Notepads field category appears in category. The Global Change - Individual screen Constituent the Available Fields box. the Notes Notepads Available Fields Valid Operations Author A, R, PR Date A, R Description A, R, PR, D Title A, R, PR, D Type A, R Valid Operations Key

191 F IELDS C AN G LOBALLY A DD , D ELETE , & C HANGE OU Y 18 Organization Records To globally change organization cons tituent notes, from the Globally Change Records page, click Organization category. The Global Change - Organization Constituent under the screen appears. The Notepads field category appears in the Available Fields box. Notes Notepads Valid Operations Available Fields A, R, PR Author A, R Date A, R, PR, D Description Title A, R, PR, D A, R Type Proposal Records To globally change notes entered on a proposal record. From the Globally Change Records page, click Proposal category. The Global Change - Proposal screen appears. The Proposal notepads field Constituent under the box. Available Fields category appears in the Notes Proposal Notepads Valid Operations Available Fields Author A, R, PR, D A, R Date A, R, PR, D Description A, R, PR, D Title A, R Type Globally Delete You can globally delete notes in action, constituent, event, gift, and proposal records. Action Records By selecting Notepads - Actions on the General tab of , you can globally delete notes Globally Delete Records from action records. You can base the process on a number of filtering options, or you can create a query of all action records you want to include. Note : For information about creating a query, see the Query chapter of the Query & Export Guide .

192 C HAPTER 188 Globally Delete Records All filtering options appear on the Delete Options tab in . The following table lists the options available for action record notes. Filtering Options Email Appeal Action Notes Constituent Contact Notes Event Action Notes Finance Notes Location Notes Lunch Meeting Notes Mailing Notes Media Notes Meeting Notes Proposal Notes Prospect Notes RE 7 Conversion Solicitor Notes Visit Notes Volunteer Notes Note date (date) Note added (date) Constituent Records Globally Delete Records , you can globally delete By selecting Notepads - Constituents on the General tab of notes from constituent records. You can base the process on a number of filtering options, or you can create a query of all constituent records you want to include. Query & Export Guide Note : For information about creating a query, see the Query chapter of the . All filtering options appear on the Delete Options tab in . The following table lists the Globally Delete Records options available for constituent record notes. Filtering Options Address Changes Alumni Notes Biographical Capital Campaign Career Confidential Director’s Notes Financial

193 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 18 Filtering Options Personal Planned Giving Possible Solicitations Prospect Source Note date (date) Note added (date) Event Records Globally Delete Records By selecting Notepads - Events on the General tab of , you can globally delete notes from event records. You can base the process on a number of filtering options, or you can create a query of all event records you want to include. . The following table lists the All filtering options appear on the Delete Options tab in Globally Delete Records options available for event record notes. Filtering Options Agenda Alternate Location Information Location Notes Participant Notes Prospect Notes Volunteer Notes Note date (date) Note added (date) Gift Records By selecting Notepads - Gifts on the General tab of , you can globally delete notes from Globally Delete Records gift records. You can base the process on a number of filtering options, or you can create a query of all gift records you want to include. . Note : For information about creating a query, see the Query chapter of the Query & Export Guide Globally Delete Records All filtering options appear on the Delete Options tab in . The following table lists the options available for gift record notes. Filtering Options Catalog Description Event Information Large Donation Payroll Giving Planned Giving

194 HAPTER C 190 Filtering Options Property RE 7.0 Gift Conversion Solicitation Information Proposal Records Globally Delete Records By selecting Notepads - Proposals on the General tab of , you can globally delete notes from proposal records. You can base the process on a number of filtering options, or you can create a query of all proposal records you want to include. All filtering options appear on the Delete Options tab in Globally Delete Records . The following table lists the options available for proposal record notes. Filtering Options RE 7 Conversion Organization You can globally change organization information. Globally Change using The Raiser’s Edge The following tables display the type of organization information you can change in category on the Globally Change Records . You access this feature by clicking Organization under the Constituent Globally Change Records page. Valid field you can change. The Raiser’s Edge column displays the Available Fields In the tables below, the Operations column lists all the change operations you can perform on that field. Aliases Aliases Available Fields Valid Operations Alias Name A, R, PR Alias Type A, R, D Addresses All Addresses Valid Operations Available Fields A, R, PR, D Address lines A, R, PR, D CART City A, R, PR, D A, R, D Country County A, R, D Date from A, R, D, I/D,

195 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 19 Available Fields Valid Operations A, R, D, I/D Date to DPC A, R, PR, D Info source A, R, D A, R, PR, D LOT NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R A, R, D Region Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R State A, R, D A, R Type A, R, PR, D ZIP All Address Attributes (All Addresses;All Address Attributes) Available Fields Valid Operations A, D Attributes NCOA Confirmed? (All Addresses;All Address Attributes;NCOA Confirmed?) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R Special Mailing Info (All Addresses;All Address Attributes;Special Mailing Info) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

196 C HAPTER 192 Assigned Solicitor Relationships Assigned Solicitor Relationships Valid Operations Available Fields Amount A, R, D, I/D Assigned Solicitors A, D Campaign ID A, R, D Date From A, R, D A, R, D Date To Fund ID A, R, D Notes A Solicitor Type A, R, D Biographical Biographical Available Fields Valid Operations Constituent gives anonymously A, R Constituent has no valid addresses A, R Constituent ID D, C, M Constituent is honor/memorial A, R Constituent is inactive A, R Constituent is solicitor A, R A, R, PR, D, C, S, M Fiscal Year Starts A, R, D, C, S, M Income Industry A, R, D, C, S, M A, R, PR, D, C, S, M Match Notes A, R, PR, D, C, S, M Matching Factor Max Match Annual A, R, D, I/D, C, S, M Max Match Per gift A, R, D, I/D, C, S, M Max Match Total A, R, D, I/D, C, S, M Min Match Annual A, R, D, I/D, C, S, M Min Match Per Gift A, R, D, I/D, C, S, M Min Match Total A, R, D, I/D, C, S, M Number of employees A, R, D, I/D, C, S, M Number of subsidiaries A, R, D, I/D, C, S, M Org matches Gifts A, R Org Name A, R, PR, C, S Receipt type A, R, D

197 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 19 Available Fields Valid Operations A, R Requests no email Solicit Code A, D A, R, D, C, S, M Target Constituent Appeals Constituent Appeals Valid Operations Available Fields Appeal A, R, PR A, R, PR, D Comments Date A, R, D, I/D, Response A, R, D Constituent Attributes Constituent Attributes Valid Operations Available Fields A, D Attributes # of Family Members (Constituent Attributes;# of Family Members) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Anniversary (Constituent Attributes;Anniversary) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Availability (Constituent Attributes;Availability) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D Business Hours

198 C HAPTER 194 (Constituent Attributes;Business Hours) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, PR, D Closing Codes (Constituent Attributes;Closing Codes) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Committees (Constituent Attributes;Committees) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Dietary Preference (Constituent Attributes;Dietary Preference) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Donor Category (Constituent Attributes;Donor Category) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Inactive (Constituent Attributes;Inactive) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D

199 DD F C AN G LOBALLY A OU , D ELETE , & C HANGE Y IELDS 19 Interests (Constituent Attributes;Interests) Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Organization Type (Constituent Attributes;Organization Type) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R, D Description Origin (Constituent Attributes;Origin) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Retirement Date (Constituent Attributes;Retirement Date) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D Description A, R, D, I/D Special Mailing Types (Constituent Attributes;Special Mailing Types) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Staff Manager (Constituent Attributes;Staff Manager) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R

200 C HAPTER 196 Constituent Codes Constituent Codes Available Fields Valid Operations Code R Constituent Code A, D A, R, D Date From A, R, D Date To Notes Notepads Available Fields Valid Operations Author A, R, PR Date A, R Description A, R, PR, D Title A, R, PR, D Type A, R Preferred Addresses Preferred Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D A, R, PR, D City A, R, D Country County A, R, D A, R, D, I/D Date from A, R, D, I/D Date to DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Region A, R, D Seasonal Address A, R Seasonal From A, R, PR, D

201 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 19 Available Fields Valid Operations A, R, PR, D Seasonal To A, R Send Mail A, R, D State A, R Type A, R, PR, D ZIP Preferred Address Attributes (Preferred Addresses;Preferred Address Attributes) Available Fields Valid Operations Attributes A, D NCOA Confirmed? (Preferred Addresses;Preferred Address Attributes;NCOA Confirmed) Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date Description A, R Special Mailing Info (Preferred Addresses;Preferred Address Attributes;Special Mailing Info) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Prospects Prospects Available Fields Valid Operations Classification A, R, D Status A, R, D Tributes Tributes Valid Operations Available Fields A, R, D Date from Date to A, R, D Default Fund A, R, D Description A, R, PR, D

202 HAPTER C 198 Available Fields Valid Operations A, R Gifts may be given to this tribute Letter A, R, D Notes A Tribute Type A, R Volunteer Job Assignments Volunteer Job Assignments Valid Operations Available Fields Category A, R, D Day A, R, D A, R, D Department A, R, D, I/D End Date A, R, PR, D End Time Letter Sent A, R A, R, D, I/D Letter Sent On Location A, R, D Notes A Position A, R, PR, D Requested On A, R, D I/D A, R, D, I/D Start Date A, R, PR, D Start Time Status A, R Supervisor A, R, PR, D Tas k A , R, D Volunteer Type A, R, D Volunteers Volunteers Valid Operations Available Fields End Date A, R, D Reason Finished A, R, PR, D Start Date A, R, D Status A, R Volunteer Type A, R, D

203 HANGE F C AN G LOBALLY A DD , D ELETE , & C OU Y IELDS 19 Proposals You can globally add, globally change, and globally delete proposal information. Globally Add The following table displays the type of information you can add to records in The Raiser’s Edge using Globally . The “Add” field options column displays what is selected in the Add field of the Global Add screen; Add Records the Data Available Add field option. column displays what you can add if you select the corresponding “Add” field options Data Available Proposal You can access the Global Add - Proposal screen by clicking the Proposal Information button on the Global Add screen. From the Global Add - Proposal screen, you can add a new proposal record. Globally Change The Raiser’s Edge Globally using The following tables display the type of proposal information you can change in . You access this feature by clicking Proposal under the Constituent category on the Globally Change Records Change Records page. field you can change. The In the tables below, the Available Fields Valid column displays the Raiser’s Edge Operations column lists all the change operations you can perform on that field. Attributes Proposal Attributes Available Fields Valid Operations Attributes A, D Notes Proposal Notepads Available Fields Valid Operations Author A, R, PR, D Date A, R Description A, R, PR, D Title A, R, PR, D Type A, R

204 C HAPTER 200 Proposals Proposals Available Fields Valid Operations Amount Asked A, R, D, I/D A, R, D, I/D Amount Expected Amount Funded A, R, D, I/D Campaign A, R, D A, R, D, I/D Date Asked Date Expected A, R, D, I/D Date Funded A, R, D, I/D A, R, D, I/D Date Rated Deadline A, R, D, I/D A, R, D Fund A, R Inactive A, R, D Instrument A, R, PR, D Notes Proposal Name A, R, PR A, R, D Purpose A, R, D Rating A, R, D Reason A, R, D Status A, R, D Type of gift Globally Delete records you want to delete from your database, see : For information about creating a query of proposal Note . Query & Export Guide the Query chapter of the By selecting Proposals on the General tab of , you can globally delete proposal Globally Delete Records information. You can base the process on a number of filter ing options, or you can create a query of all proposal records you want to delete. All filtering options appear on the Delete Options tab in Globally Delete Records . The following table lists the options available for proposal records. Filtering Options Proposal deadline (date) Date asked (date) Proposal purpose Proposal fund

205 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 20 Filtering Options Proposal status Do not delete active proposals (yes;no) Do not delete proposals linked to gifts (yes;no) Prospect Ratings You can globally delete prospect ratings from constituent records. Globally Delete : For information about creating a query of records you want to delete from your database, see the Query Note . chapter of the Query & Export Guide , you can globally delete ratings By selecting Prospect Ratings on the General tab of Globally Delete Records information. You can base the process on a number of filt ering options, or you can create a query of all records you want to include. . The following table lists the All filtering options appear on the Delete Options tab in Globally Delete Records options available for prospect ratings. Filtering Options Source Category Date (date) Guests for an Event You can globally add quests to existing event records in your database. Globally Add Globally The Raiser’s Edge The following table displays the type of information you can add to records in using . The “Add” field options column displays what is selected in the Add field of the Global Add screen; Add Records column displays what you can add if you select the corresponding field option. Add Data Available the “Add” field options Data Available Guests for an Event You can access the Global Add - Guest screen by clicking the Guest Information button on the Global Add screen. From the Global Add - Guest screen, you can add new guest or information Registrants for an Event You can globally add registrants for an event to existing event records in your database.

206 HAPTER C 202 Globally Add The Raiser’s Edge Globally The following table displays the type of information you can add to records in using “Add” field options column displays what is selected in the Add Add Records . The field of the Global Add screen; Data Available column displays what you can add if you select the corresponding Add field option. the “Add” field options Data Available Registrants for an Event You can access the Global Add - Registrant screen by clicking the Registrant button on the Global Add Information screen. From the Global Add - Registrant screen, you can add new registrant information Relationships You can globally change and globally delete relationship information. Globally Change using The Raiser’s Edge The following tables display the type of relationship information you can change in . Globally Change Records In the tables below, the Available Fields column displays the Raiser’s Edge field you can change. The Valid column lists all the change operations you can perform on that field. Operations , depending on the area of the program in Globally Change Records You access this feature in various locations in example, if you want to change the assigned solicitor which you want to change relationship information. For Constituent releationship in your organization constituent records, you must click organization under the category on the Globally Change Records page. The Assigned Solicitor Relationships field category appears in the Available Fields box on the Global Change - Organization screen. Constituent Records To globally change relationship information, from the Globally Change Records page, click Constituent under the category. The Global Change - Constituent screen appears. From this screen, using the Constituent Available Fields box, you can change Assigned Solicitor Relationship s, Primary Alumni Relationships, and All Education Relationships. Education/School Relationships All Education Relationships (Education/School Relationships;All Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D

207 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 20 Available Fields Valid Operations A, R, PR, D GPA A, R, PR, D Known name A, R Major A, R, PR, D Major Comments A, R Minor A, R, PR, D Minor Comments A Notes Primary alum info A, R School name A, R A, R, D Status A, R, D Type Education Attributes ion Relationships;Education Attributes) (Education/School Relationships;All Educat Valid Operations Available Fields A, D Attributes Alumni Sponsor (Education/School Relationships;All Education Re lationships;Education Attributes;Alumni Sponsor) Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D Description A, R Athletics Relationships;Education Attributes;Athletics) (Education/School Relationships;All Education Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date Description A, R, D Awards (Education/School Relationships;All Educatio n Relationships;Education Attributes;Awards) Available Fields Valid Operations A, R, PR, D Comments A, R, I/D, D Date Description A, R, PR, D Clubs

208 HAPTER C 204 (Education/School Relationships;All Educatio n Relationships;Education Attributes;Clubs) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, D Description Dorms/Housing (Education/School Relationships;All Education Re lationships;Education Attributes;Dorms/Housing) Valid Operations Available Fields A, R, PR, D Comments Date A, R, I/D, D Description A, R, D Leadership Positions (Education/School Relationships;All Education Relati onships;Education Attributes;Leadership Positions) Available Fields Valid Operations A, R, PR, D Comments Date A, R, I/D, D Description A, R, PR, D Reason Left? (Education/School Relationships;All Education Re lationships;Education Attributes;Reason Left?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Primary Alumni Education Relationships (Education/School Relationships;Primary Alumni Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R

209 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 20 Available Fields Valid Operations A, R, PR, D Major Comments A, R Minor A, R, PR, D Minor Comments A Notes A, R Primary alum info School name A, R Status A, R, D Type A, R, D Primary Alumni Attributes (Education/School Relationships;Primary Alumni Education Relationships;Alumni Attributes) Available Fields Valid Operations Attributes A, D Alumni Sponsor ion Relationships;Alumni Attributes;Alumni Sponsor) (Education/School Relationships;Primary Alumni Educat Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R Athletics ation Relationships;Alumni Attributes;Athletics) (Education/School Relationships;Primary Alumni Educ Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Awards ducation Relationships;Alumni Attributes;Awards) (Education/School Relationships;Primary Alumni E Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, PR, D Description Clubs

210 C HAPTER 206 ducation Relationships;Alumni Attributes;Clubs) (Education/School Relationships;Primary Alumni E Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date A, R, D Description Dorms/Housing (Education/School Relationships;Primary Alumni Educat ion Relationships;Alumni Attributes;Dorms/Housing) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R. D Leadership Positions n Relationships;Alumni Attributes;Leadership Positions) (Education/School Relationships;Primary Alumni Educatio Valid Operations Available Fields Comments A, R, PR, D A, R, D, I/D Date Description A, R, PR, D Reasons Left? (Education/School Relationships;Primary Alumni Educat ion Relationships;Alumni Attributes;Reasons Left?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Assigned Solicitor Relationship Assigned Solicitor Relationships Available Fields Valid Operations Amount A, R, D, I/D Assigned Solicitors A, D Campaign ID A, R, D Date From A, R, D Date To A, R, D Fund ID A, R, D Notes A Solicitor Type A, R, D

211 , D F C AN G LOBALLY A DD OU ELETE , & C HANGE Y IELDS 20 Individual Records To globally change relationship information on individual constituent records, from the Globally Change Records Constituent category. The Global Change - Individual screen appears. From this page, click Individual under the Available Fields or Relationships, Education/School screen, using the box, you can change Assigned Solicit Relationships, and Primary Alumni School Relationships. Assigned Solicitor Relationships Assigned Solicitor Relationships Valid Operations Available Fields Amount A, R, D, I/D Assigned Solicitors A, D Campaign ID A, R, D A, R, D Date From A, R, D Date To Fund ID A, R, D Notes A Solicitor Type A, R, D Education/School Relationships All Education Relationships (Education/School Relationships;All Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R Major Comments A, R, PR, D Minor A, R Minor Comments A, R, PR, D Notes A Primary alum info A, R

212 HAPTER C 208 Available Fields Valid Operations A, R School name A, R, D Status A, R, D Type Education Attributes (Education/School Relationships;All Educat ion Relationships;Education Attributes) Valid Operations Available Fields A, D Attributes Alumni Sponsor (Education/School Relationships;All Education Re lationships;Education Attributes;Alumni Sponsor) Available Fields Valid Operations A, R, PR, D Comments Date A, R, I/D, D Description A, R Athletics (Education/School Relationships;All Education Relationships;Education Attributes;Athletics) Valid Operations Available Fields Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Awards n Relationships;Education Attributes;Awards) (Education/School Relationships;All Educatio Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D A, R, PR, D Description Clubs n Relationships;Education Attributes;Clubs) (Education/School Relationships;All Educatio Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, D Description Dorms/Housing

213 , D F AN G LOBALLY A DD C ELETE , & C HANGE IELDS OU Y 20 (Education/School Relationships;All Education Re lationships;Education Attributes;Dorms/Housing) Available Fields Valid Operations Comments A, R, PR, D A, R, I/D, D Date A, R, D Description Leadership Positions onships;Education Attributes;Leadership Positions) (Education/School Relationships;All Education Relati Available Fields Valid Operations A, R, PR, D Comments Date A, R, I/D, D A, R, PR, D Description Reason Left? (Education/School Relationships;All Education Re lationships;Education Attributes;Reason Left?) Available Fields Valid Operations Comments A, R, PR, D Date A, R, I/D, D Description A, R, D Primary Alumni Education Relationships (Education/School Relationships;Primary Alumni Education Relationships) Available Fields Valid Operations Campus A, R, PR, D Class of A, R, PR, D Date entered A, R, D Date graduated A, R, D Date left A, R, D Degree A, R, D Frat/Sorority A, R, PR, D GPA A, R, PR, D Known name A, R, PR, D Major A, R Major Comments A, R, PR, D Minor A, R Minor Comments A, R, PR, D Notes A Primary alum info A, R

214 HAPTER C 210 Available Fields Valid Operations A, R School name A, R, D Status A, R, D Type Primary Alumni Attributes ducation Relationships;Primary Alumni Attributes) (Education/School Relationships;Primary Alumni E Available Fields Valid Operations A, D Attributes Alumni Sponsor (Education/School Relationships;Primary Alum ni Education Relationships;Alumni Sponsor) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R Description Athletics (Education/School Relationships;Primary Al umni Education Relationships;Athletics) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Awards (Education/School Relationships;Primary Alumni Education Relationships;Awards) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Clubs Alumni Education Relationships;Clubs) (Education/School Relationships;Primary Available Fields Valid Operations Comments A, R, PR, D A, R, D, I/D Date A, R, D Description Dorms/Housing

215 , D F OU C AN G LOBALLY A DD Y ELETE , & C HANGE IELDS 21 (Education/School Relationships;Primary Alum ni Education Relationships;Dorms/Housing) Valid Operations Available Fields A, R, PR, D Comments Date A, R, D, I/D A, R. D Description Leadership Positions Education Relationships;Leadership Positions) (Education/School Relationships;Primary Alumni Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D A, R, PR, D Description Reasons Left? ni Education Relationships;Reasons Left?) (Education/School Relationships;Primary Alum Valid Operations Available Fields A, R, PR, D Comments A, R, D, I/D Date Description A, R, D Organization/Business Relationship Records organization/business releationship constituent records, To globally change relationship information on your from the Globally Change Records page, click Organization/Business Relationship under the Constituent category. The Global Change - Organization/Business Rela tionship screen appears. From this screen, using the Available Fields box, you can change Organization/Business Relationship Addresses, Organization/Business ibutes, and Organization/Business Relationship. Relationship Aliases, Organization/Business Relationship Attr Valid Operations Key Addresses Organization Relationship Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D City A, R, PR, D Country A, R, D County A, R, D Date from A, R, D, I/D, Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D

216 HAPTER C 212 Available Fields Valid Operations LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D A, R, PR, D Phone number Phone type A, R A, R Preferred address Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D A, R Send mail State A, R, D Type A, R A, R, PR, D ZIP Organization Relationship Address Attributes zation Relationship Address Attributes) (Organization Relationship Addresses;Organi Available Fields Valid Operations Attributes A, D NCOA Confirmed? (Organization Relationship Addresses;Organization Relationship Address Attributes;NCOA Confirmed?) Available Fields Valid Operations A, R, PR, D Comments Date A, R, D, I/D A, R Description Special Mailing Info ss Attributes;Special Mailing Info) s;Organization Relationship Addre (Organization Relationship Addresse Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Aliases Organization Relationship Aliases Available Fields Valid Operations Alias Name A, R, PR Alias Type A, R, D

217 , & C F C AN G LOBALLY A DD , D ELETE OU HANGE IELDS Y 21 Attributes Organization Relationship Attributes Valid Operations Available Fields A, D Attributes Contact As Of (Organization Relationship Attributes;Contact As Of) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date A, R, D, I/D Description Office Hours (Organization Relationship Attributes;Office Hours) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, PR, D Organization Type (Organization Relationship Attributes;Organization Type) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Valid Operations Key Organization/Business Relationships Organization/Business Relationships Available Fields Valid Operations Contact Type A, R, D Date From A, R, D Date To A, R, D Do Not Mail A, R Fiscal year starts A, R, PR, D Hon Mem Acknowledge A, R Income A, R, D Industry A, R, D Is Contact A, R

218 HAPTER C 214 Available Fields Valid Operations Is Employee A, R Is Primary A, R A, R, PR, D Match Notes Matching Factor A, R, PR, D Max Match Annual A, R, D, I/D Max Match Per Gift A, R, D, I/D Max Match Total A, R, D, I/D A, R, D, I/D Min Match Annual A, R, D, I/D Min Match Per Gift Min Match Total A, R, D, I/D Notes A Org matches gifts A, R A, R, PR, D Org Name A, R, PR, D Position Print Org A, R Print Position A, R Profession A, R, D A, R, D Reciprocal Relationship A, R, D A, R Soft credit gifts Organization Relationship Records To globally change relationship information on your organization constituent records, from the Globally Change category. The Global Change - Organization screen Constituent Records page, click Organization under the box, you can change Assigned Solicitor Relationship. appears. From this screen, using the Available Fields Assigned Solicitor Relationships Assigned Solicitor Relationships Available Fields Valid Operations Amount A, R, D, I/D A, D Assigned Solicitors Campaign ID A, R, D Date From A, R, D Date To A, R, D Fund ID A, R, D Notes A Solicitor Type A, R, D

219 F IELDS OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 21 Individual/Contact/Employee Relationship t/employee releationship information, from the Globally Change Records To globally change individual/contac page, click Individual/Contact/ Employee Relation under the Constituent category. The Global Change - en appears. From this screen, using the Available Fields box, you Individual/Contact/Employee Relationship scre dual Relationship Addressees/Salutations, Individual can change Individual/Contact/Employee Relation, Indivi tributes, Individual Relationship Aliases, and Individual Relationship Addresses, Individual Relationship Address At Relationship Attributes. Individual Relationship Addressee/Salutations Individual Relationship Addr/Sals Valid Operations Available Fields A, R Add/Sal ID Add/Sal Type A, R Addresses Individual Relationship Addresses Available Fields Valid Operations Address lines A, R, PR, D CART A, R, PR, D A, R, PR, D City A, R, D Country County A, R, D Date from A, R, D, I/D, Date to A, R, D, I/D DPC A, R, PR, D Info source A, R, D LOT A, R, PR, D NZ City A, R, D NZ Suburb A, R, D Phone number A, R, PR, D Phone type A, R Preferred address A, R Region A, R, D Seasonal address A, R Seasonal from A, R, PR, D Seasonal to A, R, PR, D Send mail A, R State A, R, D Type A, R ZIP A, R, PR, D

220 HAPTER C 216 Individual Relationship Address Attributes Individual Relationship Addresses;Individual Relationship Address Attributes) Available Fields Valid Operations A, D Attributes Valid Operations Key NCOA Confirmed? lationship Address Attributes;NCOA Confirmed?) Individual Relationship Addresses;Individual Re Valid Operations Available Fields Comment A, R, PR, D Date A, R, D, I/D A, R Description Special Mailing Info Individual Relationship Addresses;Individual Rela tionship Address Attributes;Special Mailing Info) Valid Operations Available Fields Comment A, R, PR, D A, R, D, I/D Date Description A, R, D Aliases Individual Relationship Aliases Available Fields Valid Operations A, R, PR Alias Name A, R, D Alias Type Attributes Individual Relationship Attributes Available Fields Valid Operations A, D Attributes Contact As Of (Individual Relationship Attributes;Contact As Of) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D, I/D Description Interests

221 IELDS F OU C AN G LOBALLY A DD , D ELETE , & C HANGE Y 21 (Individual Relationship Attributes;Interests) Valid Operations Available Fields Comments A, R, PR, D Date A, R, D, I/D Description A, R, D Office Hours (Individual Relationship Attributes;Office Hours) Available Fields Valid Operations A, R, PR, D Comments A, R, D, I/D Date Description A, R, PR, D Valid Operations Key Relationship Interests (Individual Relationship Attributes;Relationship Interests) Available Fields Valid Operations Comments A, R, PR, D Date A, R, D, I/D A, R, D Description Individual/Contact/Employee/Relationship Individual/Contact/Employee Relationship Available Fields Valid Operations Automatically soft credit gifts A, R Birth date A, R, D Contact Type A, R, D Date From A, R, D Date To A, R, D Deceased A, R Deceased Date A, R, D Do not mail to contact A, R First Name A, R, PR, D Gender A, R, D Hon Mem Acknowledge A, R Is Contact A, R Is Employee A, R Is head of household A, R

222 HAPTER C 218 Available Fields Valid Operations A, R Is Primary A, R Is Spouse A, R, PR Last Name Maiden name A, R, PR, D A, R, PR, D Middle Name Nickname A, R, PR, D Notes A Position A, R, PR, D A, R, D Primary Addressee ID Primary Salutation ID A, R, D A, R Print Org A, R Print Position A, R, D Profession A, R, D Reciprocal A, R, D Relationship A, R, PR, D SSN * (see note below) Suffix 1 A, R, D Suffix 2 A, R, D Title 1 A, R, D A, R, D Title 2 * settings determine ability to import this information. For more information, see the Security chapter in the Security Configuration & Security Guide . Globally Delete Note : For information about creating a query of relationships you want to delete from your database, see the . Query & Export Guide Query chapter of the , you can globally delete relationship Globally Delete Records By selecting Relationships on the General tab of information. You can base the process on a number of filtering options, or you can create a query of all relationships you want to delete. All filtering options appear on the Delete Options tab in . The following table lists the Globally Delete Records options available for relationships. Filtering Options are linked constituents are honor/memorial acknowledgees are business relationships are contacts

223 A F OU C AN G LOBALLY Y DD , D ELETE , & C HANGE IELDS 21 Filtering Options are employees are matching gift organizations are spouses Sponsors for an Event You can globally add sponsors for an event to existing event records in your database. Globally Add The Raiser’s Edge The following table displays the type of information you can add to records in Globally using “Add” field options column displays what is selected in the field of the Global Add screen; . The Add Records Add the Data Available column displays what you can add if you select the corresponding Add field option. Data Available “Add” field options You can access the Global Add - Sponsor Sponsors for an Event Sponsor Information screen by clicking the button on the Global Add screen. From the Global Add - Sponsor screen, you can add new sponsor information Tributes You can globally delete tribute information. Globally Delete you want to delete from your database, see the For information about creating a query of tributes Note: Query chapter of the Query & Export Guide . By selecting Tributes on the General tab of Globally Delete Records , you can globally delete tributes. You can base the process on a number of filtering options, or you can create a query of all tributes you want to delete. All filtering options appear on the Delete Options tab in . The following table lists the Globally Delete Records options available for tributes. Filtering Options Date from (date) Date to (date) Tribute type Do not delete tributes that are active (yes;no) Do not delete tributes with gifts given (yes;no)

224 C HAPTER 220 Volunteer Award You can globally add volunteer award information. Globally Add using Globally The Raiser’s Edge The following table displays the type of information you can add to records in “Add” field options column displays what is selected in the Add field of the Global Add screen; Add Records . The Data Available column displays what you can add if you select the corresponding Add field option. the Data Available “Add” field options You can access the Global Add - Volunteer Volunteer Award Award screen by clicking the Award Information button on the Global Add screen. From the Global Add - Volunteer Award screen, you can add a new award information. Volunteer Checklist Items You can globally add volunteer checklist information. Globally Add Globally using The Raiser’s Edge The following table displays the type of information you can add to records in field of the Global Add screen; Add Records . The “Add” field options column displays what is selected in the Add field option. column displays what you can add if you select the corresponding Data Available the Add “Add” field options Data Available Volunteer Checklist Items You can access the Global Add - Volunteer Checklist Items screen by clicking the Checklist Information button on the Global Add screen. From the Global Add - Volunteer Checklist Items screen, you can add a new checklist information. Volunteer Time Sheet You can globally add volunteer time sheet information.

225 ELETE F OU C AN G LOBALLY A DD , D Y , & C HANGE IELDS 22 Globally Add The following table displays the type of information you can add to records in The Raiser’s Edge using Globally Add Records . The “Add” field options column displays what is selected in the Add field of the Global Add screen; the column displays what you can add if you select the corresponding Add field option. Data Available “Add” field options Data Available Volunteer Time Sheet You can access the Global Add - Volunteer Time Sheet screen by clicking the Time Sheet Information button on the Global Add screen. From the Global Add - Volunteer Time Sheet screen, you can add a new time sheet information.

226 C HAPTER 222

227 5 chapter Glossary This section defines words and phrases you need to kn ow. If you come across an unfamiliar term when reading documentation, make sure you check the online glossary in the help this or any other guide in The Raiser’s Edge file. New , Action bar. , and Delete , you can use An action bar is a screen element that contains buttons, such as Open to perform quick actions. Administration is a shared area, common to all Administration. programs, containing options to The Raiser’s Edge manipulate your data. With , you can monitor system statistics, import and update data, Administration rity access to all areas of the program. You can also validate your database, and grant or restrict a user’s secu globally change and delete information to make editing the database quicker. Adobe® Acrobat® Reader is a third-party software application that enables electronic Adobe® Acrobat® Reader. distribution of formatted documents. can be downloaded free from the Adobe Web Adobe® Acrobat® Reader site. API (Application Programming Interface). API for Advanced Application Development allows experienced programmers can use with Blackbaud’s programming object models to create applications that interface with The Raiser’s Edge applications. Attribute. An attribute is a reporting tool you use to group information based on a common theme. With The Raiser’s Edge attributes defined, you can filter information to your specifications. Examples of attributes include account attributes, project attributes, transaction attributes, action attributes, vendor attributes, purchase order attributes, and invoice/credit memo attributes. A business rule is a system-wide preference you set in Configuration to customize standard Business rule. procedures and requirements. With business rules, you can control functions and displays affecting all users in the program. Configuration. Configuration is a shared area of The Raiser’s Edge you use to set up your system and define settings to customize the program for individual users. Contact. A contact is the name of the primary person with whom you conduct business. For example, you can enter contact information about a vendor on the Vendor tab of a vendor record, or you can enter contact information on the Banks tab of an open bank record. Control report. A control report lists the records affected by the global add. It includes the number of records processed, added, and not added but registered as exceptions; query information; the run date; and reasons for any exceptions. You can mark the Preview option to preview the report on your screen or the Print option to print it on your printer. Database. A database is a collection of information organized so that a computer program can quickly select desired pieces of data. It works much like an electronic filing system. Traditional databases are organized by fields, records, and files. A field is a single piece of information; a record is a set of fields; and a file is a collection of records. Default. A default is a field entry you select on the Options screen to help increase the ease and speed of data entry by providing a preset value.

228 C HAPTER 224 A default set is a record of default transaction information you can create and load in a batch. Once Default Set. loaded, the defaults appear on the record. tes results automatically each time the query Dynamic query. A dynamic query is a query that refreshes and upda is run, providing the most current results. Exception. An exception is a record that cannot accept the global add. For example, when you try to globally add a primary business relationship to a record that already has a primary business relationship, the program does not preform the add function. This record is an exception. Field. A field is a data entry box in which you add and store information on records in your database. The Raiser’s Edge programs that provides a central The Home page is a feature common to all Home page. location for quick and easy access to all areas of the program. Using links and tabs, you can customize your Home page to display records and functions you use most frequently. The Edit Change Parameter screen contains an Operation field, where you select to add, replace, Operation. move, or swap information in the field. Not all partially replace, delete, increase, decrease, copy, Operation of change. Your selection in the field determines which selections are available for every type Operation additional fields and checkboxes appear on the screen. An option is a preference you select that specifies defaults in The Raiser’s Edge . Options are Option. password-specific and follow the user, regardless of the workstation he logs into. Parameter. A parameter is any field, button, option, or checkbox that narrows the information included in a global add. By specifying parameters, you define the global add. For example, the Include button available on all Global Add screens is a parameter, identifying the records in your database you want to include in the global add process. Parameter File. You can save a completed global change process as a parameter file. A parameter file contains the parameters (fields, options, and checkboxes) you select for the global change. You can save parameter files for each global change, so any user can access the file and apply the same parameters to a different global change process. PDF (Portable Document Format). Adobe® Acrobat® Reader that A PDF is a type of document viewed with maintains its formatting and displays correctly on any output device. For example, The Raiser’s Edge user guides are saved as PDFs and can be printed or accessed from the Help file, Online Manual page of the program, or the installation CD. PDF files contain hyperlinks so you can jump from topic to topic. See “Option” on page 224. Preferences. Query. Query is the means by which you flag, group, and list selected records from your database. You can create dynamic and static queries specific to key areas of The Raiser’s Edge based on a set of criteria you define. Although queries group entire records, you can limit and sort the output information included in query results. You can use saved queries to limit the information processed in Records , Mail , and other areas of The Raiser’s Edge . Using queries in this manner reduces data processing time. Query format. Queries can be created in one of two formats: Dynamic and Static. Static queries search the database and generate a list of records that match the specified criteria at a specific point in time. Dynamic queries search the database and return records that match the criteria using the current database of information. Query type. Query types correspond to specific application records. These vary according to the program you are using. Your selection identifies the record type you want to query and makes a list of that record’s fields available for filtering, output, and sorting. Record. A record is a page in The Raiser’s Edge from which you add, edit, and delete information such as names, addresses, relationships, gifts, memberships, events. Records is also an area in The Raiser’s Edge where you can manage records.

229 G LOSSARY 22 Security. The Raiser’s Edge in which you establish access rights for users. With Security Security is a shared area in you can control what specific groups of users are allowed to view, add, edit, or delete information. A Security group is a group of users you define in . You control security in Security group. Administration by creating groups with specific rights and assigning users to groups based on how much The Raiser’s Edge system access you want them to have. You can edit the rights of existing groups. The shell is a central area from which you can access all areas of The Raiser’s Edge . When you click a link to Shell. access an area, it appears as a page in the shell. Shortcut menu. A shortcut menu is a list of commonly used commands you can select to quickly perform actions or to display properties. , Delete , Print , and Properties are common shortcut menu items. To access Open shortcut menus, place your cursor in a field or grid and click the right mouse button. A static query is a query that provides a record of query output that existed at the time you Static query. established the query. If you run a report two months later using the same query, the system restricts the new output to only the records from the original query. Data entered after the original query is disregarded. Status bar. The status bar is a horizontal strip at the bottom of a screen that displays important messages to assist you in the program. For example, when the cursor is in a field with a table lookup available, “Press F7 for Table Lookup” appears in the status bar. Ta b . The Raiser’s Edge . Tabs work to separate A tab is a design element that appears at the top of some screens in options into themed groups. For instance, you will find formatting options on various system Format tabs. Ta b l e s . A table (sometimes referred to as a code table) is a field that contains predefined entries. Tables are established in Configuration , and allow users to select from a list of entries for a field, making data entry quick and consistent. In some cases, such as the State table, the entries are defined by the program. Globally Change Records However, for most tables, if you have security rights, you can define entries. In , you can opt to have the program automatically add table entries as needed. For example, you run the Globally Change Records process and you want to replace the Industry category entry “Arts” with “Arts and Music”, Industry in but “Arts and Music” does not exist as a table entry for . If you have security rights, you can Tables mark the Automatically add table entries checkbox and Globally Change Records adds “Arts and Music” as a table entry for Industry at the same time the change records process runs. Title bar. A title bar is a horizontal strip at the top of a screen that identifies a program or file. To o l b a r. A toolbar is a horizontal strip with buttons that, when clicked, perform specific tasks. It is located under New , Open the title bar at the top of a screen. Common toolbar buttons include Save , and Print . , Tree view. A tree view is a hierarchical list used throughout The Raiser’s Edge . Tree views differ from standard lists in that items in a tree view contain branches represented by dotted lines. Some tree views automatically display all branches; for others you must click a plus sign to view the branches. Query. A query is a group or set of records from your database satisfying specified criteria. For example, think of your database as a filing cabinet. Querying is very much like asking someone to look at all records found in your filing cabinet and create stacks of records based on specific characteristics, such as all married constituents. User option. See “Option” on page 224.

230 C HAPTER 226

231 Index 40 browse changes button A 8 business relationship, globally add action business rules 4 7 globally add records globally add globally change records globally change records 45 36 59 globally delete records globally delete 64 notes 68 add 7 actions C appeals 8 19 45 campaign, globally change records assigned solicitors 11 change bank relationships 8 business relationships 45 actions constituent attributes appeals 45 13 14 constituent codes campaigns 45 constituent records 44 defined 5 events 42 edit change parameters screen 44 45 funds education relationships 10 gifts 45 9 e-mail 11 financial institution relationships jobs 46 17 40 change now button guests for an event checklist, globally add 21 memberships 11 notes constituent 12 18 proposals globally add 15 13 registrants for an event attribute 14 codes school relationships 10 globally change records 44 16 sponsors for an event volunteer awards 20 globally delete 21 68 volunteer checklist items appeals notes 68 22 volunteer time sheets 6 add action to constituents with no e-mail prospect ratings 69 Administration records 65 1 globally add records control report, defined 223 43 appeal copy create adjustments to your general ledger for 68 constituent, globally delete globally add 8 64 posted gifts create control report globally change records 45 6 assigned solicitors, globally add 19 global add screen 38 global change screen attribute 13 globally delete records globally add 61 globally delete 6 create exception query, global add screen 65 38 38 automatically add new table entries create query of changed records 37 available fields create query of exceptions award, globally add 20 38 global change screen global delete screen 61 create query of records to be deleted 61 39 criteria button B bank relationship, globally add 11

232 228 224 defined D 43 decrease delete F 64 actions fields available for global add, delete, & change 75 attributes 65 constituents 65 11 financial institution relationship, globally add find button edit change parameters screen 43 39 events find what 39 65 65 gifts find whole words only 41 fund, globally change records 45 memberships 66 notes 68 action records, from 68 constituent records, from G 67 event records, from gift records, from 67 general tab 68 61 proposal records, from create control report proposals 61 create query of exceptions 66 66 create query of records to be deleted 61 relationships 66 60 defined tributes 60 volunteer job assignments 67 delete records 61 include delete options tab 62 60 delete records record type 60 61 run pre-delete report gift 45 globally change records E 65 globally delete 67 edit change parameters notes, globally delete 42 global add screen add 5 copy 43 add add action to constituents with no e-mail 6 decrease 43 defined 41 6 create control report delete 6 create exception query 43 event 6 41 find whole words only 43 increase 6 include information buttons 41 match case 6 43 send e-mail message move 6 41 update number invited 6 operation update number solicited 6 partial replace 42 42 replace global change screen swap 38 43 automatically add new table entries 41 37 available fields use pattern matching education relationship, globally add 40 browse changes button 10 40 change now e-mail create control report 38 globally add 9 create query of changed records 38 6 send e-mail message in globally add records 62 end date create query of exceptions 38 39 criteria button event 39 find field 6 17 globally add guests include 39 globally add registrants 15 39 remove button 16 globally add sponsors select button 39 38 show globally change records 44 65 globally delete global delete screen 62 notes, globally delete 67 delete options tab 59 general tab exception 38 1 globally add records create query in globally change records 61 create query in glob 7 actions ally delete records

233 I 229 NDEX appeals 8 attributes 65 19 59 business rules assigned solicitors 68 awards for volunteers constituent appeals 20 bank relationships 11 65 constituents 8 62 delete options tab business relationships business rules 4 65 events 60 general tab checklist items for volunteers 21 gifts 65 13 constituent attributes constituent codes membership 66 14 education relationships 56 10 navigating e-mail notes 9 11 68 actions financial institution relationships constituents 68 guests for an event 17 67 events 11 memberships gifts 67 navigating in 2 notes 12 proposals 68 24 procedure procedure 69 66 proposals proposals 18 prospect ratings 69 query types 23 15 registrants for an event 69 query types 10 record types school relationships 64 relationships 66 screen 5 run report now 61 16 sponsors for an event screen 59 22 time sheets for volunteers user options 4 tributes 66 user options 59 globally change records volunteer job assignments 45 67 actions 45 17 appeals guest for an event, globally add 36 guests business rules 17 campaigns 45 globally add 44 constituents edit change parameters screen 42 add H copy 43 61 decrease 43 how do you want to see the results 41 defined 43 delete 41 find whole words only I 43 increase 41 match case include 6 move 43 globally add records 39 globally change records partial replace 42 42 replace globally delete records 61 43 swap increase 43 use pattern matching 41 information button 6 events 44 funds 45 45 gifts J 46 jobs memberships 44 67 job assignment, globally delete 46 job, globally change records navigating 32 46 procedure record types 44 screen 37 M toolbar 35 user options 36 39 match globally delete records 41 match case 64 membership actions

234 230 11 globally add R globally change records 44 66 69 ratings, globally delete globally delete 43 move record type 44 globally change records globally delete records 64 , 60 registrant for an event, globally add 15 N relationship navigating globally add 11 2 bank relationship globally add records business relationship 32 globally change records 8 globally delete records 10 56 education relationships 11 financial institution relationship note school relationship 10 12 globally add 66 globally delete globally delete 68 39 remove button action records, from 68 replace 42 constituent records, from event records, from 67 report gift records, from 223 67 control 61 run report now proposal records, from 68 61 run pre-delete report notepad, see note run report now button 61 O S opening 10 2 school relationship, globally add globally add records 32 screen globally change records 56 5 globally delete records global add 224 37 global change operation, defined 42 overwrite existing value globally delete records 59 43 , find see search, 6 send e-mail message 19 solicitor, globally add P sponsor for an event, globally add 16 224 parameter file, defined 62 start date 224 parameter, defined 43 swap partial replace 42 proposal 18 globally add T globally delete notes tables, defined 225 68 time sheet, globally add 22 proposal record 66 69 prospect ratings, globally delete 35 toolbar 66 tribute, globally delete Q U query update number invited 6 225 defined 6 exception query in globally add records update number solicited 6 use pattern matching exception query in globally change records 41 38 user options exception query in globally delete records 61 globally add records 23 4 globally add records 39 globally change records globally change records 36 61 globally delete records 69 , globally delete records 59

235 I 231 NDEX V volunteer globally add 20 awards checklist items 21 time sheets 22 globally delete, job assignments 67

236 232

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