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Just checked the Knowledgebase and it looks like there's still no import function for fund relationships. Has anyone figured out how to set up new fund relationships without having to do this manually? (please...???) I'm in version 7.84.
__________________ Gina Gerhard
Business Systems Analyst
New Hampshire Charitable Foundation
Fund relationships... I never noticed those. They could be useful. What I use in these situations is a product called WinBatch (WinBatch®, the batch language for Windows, your scripting solution.) which can replay keystrokes to the screen. I typically use it to copy things from a spreadsheet and create records in RE.
I have complained about this since I bought RE Enterprise 3 years ago, and according to the technical support person I talked to at Blackbaud about 2 months ago, it is still no where in Blackbaud's development plans to add the ability to import these relationships... I could, of course, pay some very outraegous fee for the 30 minutes of coding time it would take to write this... Thanks but no thanks.
At this time, we're still doing them by hand. I might have to move forward with an external program such as the one that Paul suggests, but since we run off a citrix environment, I don't know yet if it will work without me doing it directly on the server.
Doug
__________________ ~~~~~~~~~~~~~~~~~~~
Doug Creek
RE Database Administrator
University of Alaska Foundation sndgc@email.alaska.edu