Changing Constituent Codes

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Susan Stanislas 2
Susan Stanislas 2 ✭
Sixth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi Everyone,


I am looking to change the constituent codes of our graduated seniors from students to alums.  Can anyone be of assistance in how I go about doing this?


Thanks


Susan

 
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  • Susan Stanislas 2
    Susan Stanislas 2 ✭
    Sixth Anniversary Facilitator 1
    Thank you, Daniel, I will try that and let you know how it goes.


    Susan
  • Sunshine Reinken Watson
    Sunshine Reinken Watson ✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Would adding an end date to their student code do the trick?
  • Susan Stanislas 2
    Susan Stanislas 2 ✭
    Sixth Anniversary Facilitator 1
    Never thought about that, but that is a very good idea.  I would put in their Graduation Date as the end date.  I will definitely start doing that.  Thank you.
  • Dariel Dixon 2
    Dariel Dixon 2 ✭✭✭✭✭
    Seventh Anniversary Facilitator 4 Name Dropper Photogenic
    The problem with end date is the way query works with them.  Those records will still populate on any query for the student code even though the end date has passed.  Just because the record still has the code on it.  Which is fine, if you remember to add a condition for the end date, but most people forget about that.
  • Sharon Campbell
    Sharon Campbell ✭
    Tenth Anniversary Facilitator 1
    We leave all the constituent codes on a person's record but have beginning and end dates. For the Class of 2019, the "Student" const code now gets an end date. "Alumni" const code is added with a beginning date and it becomes the primary const code. We do the same for Parents of graduating seniors: "Parent" gets an end date, "Alumni Parent" is added with the beginning date and made the primary const code. Our queries will include dates or specify the end date is blank.

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