Global change relationship type for specific canvasser

Ben Rymer

Hi everyone,

My issue is -- I need to use Admin > Globally Change Records to update a number of relationship records to reflect a colleague now having left.  However, I can't find a Relationship query criteria of 'Assigned Canvasser name', so I'm worried that the Global Change is going to change all the canvasser types stored in the relevant constituent records.  Does anyone know a method/ticket ID to help me in making this global change correctly?

I hope that makes sense -- if anyone has any tips I'd be really grateful!

 Many thanks

Ben 

JoAnn Strommen

Ben Rymer:

Hi everyone,

My issue is -- I need to use Admin > Globally Change Records to update a number of relationship records to reflect a colleague now having left.  However, I can't find a Relationship query criteria of 'Assigned Canvasser name', so I'm worried that the Global Change is going to change all the canvasser types stored in the relevant constituent records.  Does anyone know a method/ticket ID to help me in making this global change correctly?

I hope that makes sense -- if anyone has any tips I'd be really grateful!

 Many thanks

Ben 

In my experience, you have good reason to be concerned.  After we converted I tried to do a global change to correct/update solicitor assignments.  My experience was the change was applied to all solicitors on the record.  Restore back up time    As this was a number of years ago, I don't remember what specifics I found out from support, but I know that I still have the incomplete solicitor info from 10 years ago in RE records as there didn't seem to be a way to isolate just the solicitor relationships that needed correction. 

Hope someone has a suggestion for you as it may help me also.