Globally Adding a Rating

Vanessa Hales 2

Is it possible to globally add a Rating to a bunch of records? I see I can do all sorts of other Global adds, but not where I could do a Rating. If this is not possible, why not?

Mark Guncheon 2

I'm guessing Ratings are not in Global add because typically constituents don't all have the same rating. We import our ratings using the constituent ID or import ID.

Faith Murray

We also import ratings. It would definitely be nice to have a global add/change for this though!

Vanessa Hales 2

Each of our development officers has what we call our Top 100. These are rated Top 100, with all the same Source. How could we use constituent ID or import ID for this?

Mark Guncheon 2

Have you imported data into RE? There is a section in import under Constituent where you can do this.

You'll need the RE ID and some of the circled fields for your import:

I would suggest you test your import with one or two records to make sure you have it set up correctly. Then do the rest with the same fields.

Daniel R. Snyder

Just adding the KB article to go with @Mark Guncheon's screen shots:

Mark Guncheon 2

Excellent, Dan. Read this first. Knowledgebase should have another name: First Base. ?

Vanessa Hales 2

Thank you! I tried importing just to see if I could figure it out, and could not so this is very helpful.