Keep track of edits

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Katie Saria
Katie Saria ✭
Ninth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
I want to make sure everyone in our database is being recognized by their preferred name. To do this, I would like to send an email out to our donors and give them the opportunity to change their preferred name. Does anyone have any suggestions about how to keep track of the edits efficiently? I'm projecting there will be a few hundred edits and I don't want to lose anyone!
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  • Maurice Dixon
    Maurice Dixon ✭
    Ninth Anniversary Facilitator 1 Photogenic
    I'm guessing that you will capture the data and be able to export to a spreadsheet.  You can set up an Import file for this to make it easier to bring the data in.


    As far as the Preferred Name, maybe push the edit to either the Nickname Field and use it in the Primary Addressee / Salutation field or use the Additional Addressee / Salutation fields on the 4th tab of the Constituent Record.  I hope that helps.

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