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Old 02-06-2008, 05:07 PM   #1 (permalink)
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Question Impossible to do?

One of my supervisors has requested a pull of any records with Mr. and Mr. or Ms. and Ms. in the primary salutation...

Although I'd like to be able to do it - I don't think this is possible in Raisers - am I incorrect?

I was thinking that I could maybe do an Export of all active records and then perform a sql query... Any other thoughts?
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Old 02-06-2008, 05:17 PM   #2 (permalink)
my feet hurt.

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Im not exactly sure I understand your question.

you can have a query which asks
Title 1 = Mr.
AND
Spouse Title 1 = Mr.
AND
Primary Saluation = Mr. and Mrs...

would this find them for you?
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Old 02-06-2008, 05:45 PM   #3 (permalink)
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Unfortunately, in many cases, the spouse name records does not have a title entered.

And, often, the primary salutation is: Mr. John Smith and Mr. Rich March - not Mr. and Mr. John Smith or Ms. Joy Lang and Ms. Nicole Paul ... So - a simple query wouldn't work searching on Mr. and Mr. or Ms. and Ms....

Does that make sense?
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Old 02-06-2008, 06:06 PM   #4 (permalink)
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If the spouse title is entered then my query would work you just need to do "Primary salutation one of Mr. and Mr.... or Mr. X and Mrs. Y or whatever configurations you have which have both the donor and the spouse in them.

if the spouse record did not have a title then how did the Mr. for the spouse even get into the salutation? If they were made editable then you may be in for more of a difficult situation.

Avoid the editable! I try to quarterly audit those records with the editable used in them so I can see if people are being lazy and not using the configurations (or not adding titles to spouses...) or if I do not have enough configurations for unique situations. I try to keep the number of editable add/sals down to a minimum so when I need to query like this I can more accurately do so. I also audit for records and spouses and relationships with missing titles or important info. You may want to consider taking these audits on as a project.
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Old 02-06-2008, 06:20 PM   #5 (permalink)
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Unfortunately, I have inherited a database in which a lot of editables have been used - and the spouse title fields have not been used on a regular basis.

Because I'm a more experienced RE user than others in the office, much of this is falling on my shoulders (on top of managing the Annual Fund). One of my projects is doing an audit on all of the data - and then coming up with Standard Operating Procedures. Even though the organization has had RE for a long while, there are no SOPs in place at the moment...

Ugh.

I am probably going to end up doing some manual looking for the records I need...
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Old 02-07-2008, 05:16 AM   #6 (permalink)
ah one, and ah two

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Just to get a look at what you are dealing with you could do a constituent query with or without critera, the output would be Primary Addressee and the sort Primary Addressee. I would then export it to Excel so I could easily delete the correct ones. Mr. and Mrs. would all be grouped and deleted from the spreadsheet leaving the ones that need to be corrected.

I agree with Melissa about the overuse of Editable in some organizations (mine). Is it because of laziness? Maybe, but I would like to believe that it is because, for some people, faster to type the address than scan the list.
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Old 02-07-2008, 08:36 AM   #7 (permalink)
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Try the following

( Salutation Text begins with "Mr."
and Salutation Text contains "and Mr.")
or
( Salutation Text begins with "Ms."
and Salutation Text contains "and Ms.")

Drew
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Old 02-07-2008, 08:42 AM   #8 (permalink)
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Quote:
Originally Posted by Nicolempurcell View Post
One of my supervisors has requested a pull of any records with Mr. and Mr. or Ms. and Ms. in the primary salutation...

Although I'd like to be able to do it - I don't think this is possible in Raisers - am I incorrect?

I was thinking that I could maybe do an Export of all active records and then perform a sql query... Any other thoughts?
that's what I'd do.

well, probably not an SQL query. i'd probably do some kinda jury-rigged combo of sorting and coding in excel or something, followed by some imports to create static queries. depending on the size of the DB of course.
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Old 02-07-2008, 08:55 AM   #9 (permalink)
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I found an even easier way.

Salutation text contains "Mr.*Mr."
or Salutation text contains "Ms.*Ms."

This will catch all instances where the first might miss some really odd ones.

Drew
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Old 02-07-2008, 09:02 AM   #10 (permalink)
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Okay. I ran this on my database and found two records with salutations like.

Mr. and Mrs. John Doe (see also Mr. John Doe)

Lovely. :-(

Drew
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Old 02-07-2008, 12:26 PM   #11 (permalink)
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Quote:
Originally Posted by Michael Sherman View Post
I agree with Melissa about the overuse of Editable in some organizations (mine). Is it because of laziness? Maybe, but I would like to believe that it is because, for some people, faster to type the address than scan the list.
I hate to say it but in so many cases in a database faster does not equal better. Hand typing in an editable addressee because it is faster can cause simple mispellings of Weitzman to Wietzman or the like. It also removes tha autoMagic changes when we realize that the last name field had Weitzman and we change it to Wietzman but the editable salutation does not change. Lots of things are faster than what we go through to enter data but the end result is in the speed of analysis, reporting and the like.

IMHO, Stop the editable....
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Old 02-07-2008, 12:27 PM   #12 (permalink)
my feet hurt.

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Quote:
Originally Posted by DrewAllen View Post
Okay. I ran this on my database and found two records with salutations like.

Mr. and Mrs. John Doe (see also Mr. John Doe)

Lovely. :-(

Drew
EDITABLE salutations! UGH. I am not a fan.
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Old 02-07-2008, 03:51 PM   #13 (permalink)
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Quote:
Originally Posted by Melissa Siobhan View Post
EDITABLE salutations! UGH. I am not a fan.
I'm not a fan either, but on further investigation, it turns out that these were both "Recognition Names". I don't know why they would want the names to appear like that, but I'm not going to raise a fuss about it.

Drew
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