Constituent Code and Crystal Reports

Erica Warner

Hello All,


Question:  If you change an exisiting constituent code name that is linked to a crystal report would taht break any link?  We want to change some codes around that are tied to crystal reports and did not want to break any links they may have.  Thank you all for your help.


 

Sandy Fiddis

If your Crystal Report is filtering or sorting on the Bio 2 constituent code then changing someone's consitituency codes would definitely affect the report, on the other hand if your report is based on Gift consitituency codes then it would not change unless you manually edited each of the consituent's gifts.

Erica Warner

Thank you 

Marie Stark

Did you only change the descriptions of the constituent codes?  I would think that would not break the links, unless your report has a formula which is referring to a specific constituent code.  For example,

if code = Board Member then_____.

Melissa S Graves

As stated earlier - that depends on the report and how you may be using constituent codes. If in any kind of formula, etc. you may need to update the formula, etc.

Joshua Bekerman bCLO bCRE

The other place to update the report is grouping, especially if you are using the Specified Order function.  Oh, and the Select Expert if filtering on Cons Codes.