Can I merge two queries that are different "Types"
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Hi,
I created two queries to use in an upcoming mailing. One is "individual", which I want to combine with an "organization" query.
It doesn't seem to want to let me...I am on RE 7.93 (I think).
Any help?
Thanks in advance
I created two queries to use in an upcoming mailing. One is "individual", which I want to combine with an "organization" query.
It doesn't seem to want to let me...I am on RE 7.93 (I think).
Any help?
Thanks in advance

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Comments
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Per this knowledgebase article queries have to be same type to merge. https://kb.blackbaud.com/articles/Article/46327
You should be able to run both sets of records using a constituent query. I use constituent pretty much all the time - helps to avoid any problem like merging.6 -
Thanks for your help, JoAnn. I will re-do them. Shoot...
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My standard answer to Query travails: use direct SQL. If you're new to it, there's a learning curve. But once you get the hang of it you won't look back.
Of course, if you need the data for an Export or RE Report, this won't really help, unfortunately.
Cheers,
Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions
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Colleen Bell:
Thanks for your help, JoAnn. I will re-do them. Shoot...
You don't need to redo them: go to Tools, Query Options, and then change the query type from Individual/Organisation to Constituent.
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Thank you Alan - I wish I had seen your post before I re-made them - lol!
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Wish I'd known that those could be changed to tell you that also. I know when I tried to change gift / constituent ones, it could not be done. I mistakenly assumed that was the case for all. Sorry for the extra work that caused.2
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Alan's solution is the most direct. However another useful trick is to create a query list off the first "Individual" query and then "Add to List". When you "Add to List" it will allow you to add Individual, Organization, Constituent, and Giving Score query types.
If you then need to convert your ocmbined list back to regular Query format, you can create a new Constituent Query, then under Query Options -- Record Processing -- Select from Query.1 -
Steven Cinquegrana:
My standard answer to Query travails: use direct SQL. If you're new to it, there's a learning curve. But once you get the hang of it you won't look back.
Of course, if you need the data for an Export or RE Report, this won't really help, unfortunately.
Cheers,
Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions
I do a decent amount of SQL querying in RE, and you know there are a lot of tricks their automatically generated queries use that I can't figure out. All those tables named like, tmp_238972763485098766 -- I think i've figured out what they are, but I don't know which is which and can't use them the way the Query function does. For instance, figuring out attributes is always a big pain, but RE just uses tmp_234238840589347 because it knows where it's storing that stuff without the subquery.
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Like JoAnn, I thought that the query type was unchangeable after building it and saving. I will check that next time I need to do that and see if it works. Thanks, Alan and Faith!0
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