Changing constituents code/ how it affects reporting
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I currently have 52 constituent codes that were brought over from Banner( I work at a community college), I would like to clean it up to around 15- I am worried about reporting purposes that this could cause a mess. We have to complete a VSE every that relies on information from these codes. Does anyone have experience with changing them and how it affects reporting? Also, would it affect mail out campaigns or events? We use RE to store donors for not the foundation, but the institution as well. It is common for constituents to have more than one code. One for the foundation and one for the college. Another question, I thought about having dates adding to the codes (former employee, retiree, etc.. Is this more confusion for some. Sorry so many questions, just want to make sure I am doing the right thing.
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I can't imagine making this change not having a large impact on the reports you run. How could it not? Generally speaking, constituency is probably one of the more reported criteria out there. Not only will you be removing codes, but you will potentially be changing consitiuents' primary code, which is by default the gift constituency. But it needs to be done. Have a plan for all of your constituency codes, and how they are going to be removed/replaced.
The impact will be determined by how you run your mailings, reports, etc. As far as VSE goes, I would imagine you're using constituency for these (In theory, you could use gift constituency, but they pull from the same table so...).
It also sounds like you are using your database for two different distinct organizations. That sounds like a bit of trouble. In your hierarchy of codes, do you have a set or codes for the foundation, and a set for the institution? Regardless, I would hope that making mailing and reporting easier/more accurate is the reason for you cleaning up these codes.0 -
As Dariel Dixon posted it will affect your reporting. First cleaning up the codes is not as easy as one might think. Constituency codes are recorded on gift records. So you won't be able to remove a code from system unless you have also removed it from gift records. Codes can be inactive if they remain on old gifts.
Primary constit code auto fills for gifts but you can change it during gift entry. This worked fine for me a previous org where RE essentially had records for main org and two branch orgs with constit codes for each.
I'm also working on constit code clean up project. Db is shared by university's athletic fundraising arm, alumni and the foundation. Lots of things to consider.
Best wishes on your clean up.1 -
If you are going to clean up constituent codes, then you have to figure you should also clean up gift constituent codes to shadow the changes. It can get tricky since primary constituent code in school settings often change throughout lifetime, so some gift constituent codes maybe one thing during a period of time and then change to something else and you have to take that into account when changing. Or -- you just have to document and know that reporting is going to be funky prior to the year/date you do the clean up. Even though it feels like a hassle at the time, I have always fixed the gift constituent codes because I'm a stickler for consistency.2
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Hi Lindsey did you ever find out how to successfully change the constituent codes?
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