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I am interested in creating user defined business rules to help with consistency in our data entry. I just created a rule that will remind us to remove a constituent code of "prospect" once the constituent has given for the frst time. While I know there are endless possibilities, I wondered if anyone has any suggestions of rules that you cannot live with out.
"In the quiet hours when we are alone and there is nobody to tell us what fine fellows we are, we come sometimes upon a moment in which we wonder, not how much money we are earning, nor how famous we have become, but what good we are doing." A.A. Milne
We have a constituent code called "Key Donor", who is dealt with by our Funding Department. When a record with this code is opened we have a rule that pops up a message that says "This is a Key Donor. Do not contact without approval from the Funding Department"
We have 7 business rules that pop up. One for each our boards that simply state the person is on one of the boards. One that pops up that a person is deceased (I know, I know, the checkbox is on Bio 1 but some people don't think that is obvious enough). One for this person is inactive (see previous sentence). One that reminds people not to take the "\" out of any organization names, it's used for alphabetizing. And the last is to let people know that the person's record they are opening has a corresponding spouse record and any notes or other changes should be made on that record as well. We had a period of time when some of the spouse records weren't linked properly and address changes weren't updating properly. I believe the necessary clean up was done but just to be sure... Plus, some of the notes need to be put on both records.
We came up with these as the office grew and not everyone was aware of what was going on all the time. Try to limit the pop ups, too many and people start to ignore them. The one you have seems like a good place to start. We may have to come up with a similar one.
laura
__________________ Laura Caswell
Worcester State College
Worcester, MA 01602
"In the quiet hours when we are alone and there is nobody to tell us what fine fellows we are, we come sometimes upon a moment in which we wonder, not how much money we are earning, nor how famous we have become, but what good we are doing." A.A. Milne
We too have an historical problem with records not properly linked especially with the mail to this address correctly checked. It will defintiely bring attention to the linked records issue.
"In the quiet hours when we are alone and there is nobody to tell us what fine fellows we are, we come sometimes upon a moment in which we wonder, not how much money we are earning, nor how famous we have become, but what good we are doing." A.A. Milne
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