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Old 06-18-2008, 09:49 AM   #1 (permalink)
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Blackbaud Products
- Raiser's Edge (RE)

Can you merge FUNDS in RE?

I am working with a RE database that is the end result of three separate databases merged into one (one RE and two ResultsPlus). As you can imagine I have coding issues up the wazoo and 313 funds (seriously). The unrestricted annual giving fund, for example, is coded differently in about 12 instances. My question is -- can funds be merged? I would like to code all of our annual giving funds as simply AG-Unrestricted.

HELP?
Thanks!
Pam
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Old 06-18-2008, 10:35 AM   #2 (permalink)
my feet hurt.

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Blackbaud Products
- Raiser's Edge (RE)

Can you merge FUNDS in RE?

You can not merge, per se, but you can globally change them. Make a
query of the gifts that contain the 11 funds you want to get rid of and
globally change the fund on those gifts to the 1 that you want to keep.

Remember to make a backup immediately prior to any global changes in
case anything goes wrong.

Also remember that funds live in other places besides gifts (proposals,
actions, solicitor assignments, and more) you will need to decide where
else you may want to do a similar global change.

Melissa S. Graves
Director of Development Services
The Village for Families and Children

The mission of the Village for Families and Children is to build a
community of strong, healthy families who protect and nurture children.

"You cannot motivate people; they are already motivated, and your job is
to find out what motivates them and construct the right environment in
which their motivation will flourish." Kay Sprinkel Grace.
__________________
Melissa S. Graves

Director of Development Services
The Village for Families and Children
www.villageforchildren.org



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