How to query on Funds that all begin with the same word? For Global Change to de-activate

Anne August 2 · June 2017

I want to do a static query of a group of funds that all begin with the same name (think, FOCUS - something.) There's no option in query for Fund Descriptions Begins With that I can find - only Equals, Does Not Equal, etc.

I have dozens of these to inactivate and doing them one at a time is not a pleasant prospect. Thanks!

Anne August, Gifts and Database Manager

Eaglebrook School

Deerfield, MA 01342

anne.august@eaglebrook.org

Alan French · June 2017

If you select One Of, then sort the available list of funds by description so that the ones you want are next to each other, you can then shift-click to select multiple consecutive funds.

Michelle Gundrum 3 · June 2017

Anne August:

I want to do a static query of a group of funds that all begin with the same name (think, FOCUS - something.) There's no option in query for Fund Descriptions Begins With that I can find - only Equals, Does Not Equal, etc.

I have dozens of these to inactivate and doing them one at a time is not a pleasant prospect. Thanks!

Anne August, Gifts and Database Manager

Eaglebrook School

Deerfield, MA 01342

anne.august@eaglebrook.org

Is "contains" an option? You could use that in your query criteria unless their are other funds that contain FOCUS in a spot other than the beginning.

Patti Hommes, bCRE-PRO · June 2017

Ditto what Alan said. Do Fund Description "one of" , click the binoculars to open the search box, put "Focus" (or whatever the first word in the fund is) in the search field, highlight the ones you want and click the double arrow to move them to the "Include these Funds" box.

Anne August 2 · June 2017

Thanks, Alan! I didn't know you could select multiple items using One Of. Michelle, "Contains" is not an option but it SHOULD be!

Tammie Cach Abdu · June 2017

This is exactly why we insisted on keeping our Fund ID numbers during conversion. I agree also with the "one of" option as well. It would be nice if RE added a few more query options like you said, "begins with" "contains", "is not blank", alas that's not likely to happen any time soon.

How to query on Funds that all begin with the same word? For Global Change to de-activate

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