Reciprocating Relationship Notes

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Trevor Snider
Trevor Snider ✭
Sixth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
When adding a relationship RE gives you the option to reciprocate the relationship to an existing RE record however, this only reciprocates general tab 1 and 2. How is everyone managing their notes in relationships? An example of this would be, we use the relationship type to identify the kind of relationship but if we want to elaborate on that where are you storing this information? Say I use the relationship type friend - in the notes field I want to elaborate on this friendship and make a note that this person supported the community event hosted by Bob Smith. Is there a way to reciprocate notes and or relationship attributes without having to do it in both records? Has anybody solved and or have a workaround for this challenge? Thanks in advance, Trevor
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    I'm not aware of any way to reciprocate notes. It's just the relationship type info.
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    I have a query which pulls out all relationships that don't have the same note on both records, then I take the note from one record and the import ID from the other record, and re-import.
  • Trevor Snider
    Trevor Snider ✭
    Sixth Anniversary First Reply
    Thanks, JoAnne, appreciate the response. Hopefully, this will conversation will generate a workaround for both of us :-)
  • Trevor Snider
    Trevor Snider ✭
    Sixth Anniversary First Reply
    Thank you Alan, I will check this workaround out. Would it be possible for you to share the criteria and output fields you have set up? We all know how fun queries can be in setting up :-) Key fields would be great I can play with personalizing.
  • Faith Murray
    Faith Murray ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Alan French‍ , what a wonderful idea for bulk copying Notes between records. Am going to mentally file this idea away for the future.
  • Heather MacKenzie
    Heather MacKenzie ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    Faith Murray:
    Alan French‍ , what a wonderful idea for bulk copying Notes between records. Am going to mentally file this idea away for the future.

    Ditto! Alan French‍, I love how you think outside the box.

  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Thank you Faith and Heather! ?

    Trevor Snider‍ yes I'm happy to share my query. It's actually something I run in SQL Server so if you're hosted then you might have to do it slightly differently - I haven't found a way within RE to compare one notepad with another. The query's not very pretty but it does the job - the 'replace' functions are to do with stripping out the line breaks in the notepads as I think they were causing me problems in my CSV when reimporting. My SQL skills are pretty basic so there may well be a better way of handling that though! Here it is:

    use raisersedge7

    select cr2.import_ID as ORImpID, replace(replace(cast(cr.notes as varchar(8000)),char(10),','),char(13),'') as ORNotes from dbo.CONSTIT_RELATIONSHIPS as cr

    inner join dbo.CONSTIT_RELATIONSHIPS as cr2

    on cr.ID = cr2.RECIPROCAL_ID

    where cr.RECIPROCAL_ID is not null and cr.notes is not null and cr2.notes is null

  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    A slight clarification: I said in my first post that the query identifies records that don't have the same note - the code in my previous post actually finds relationships where one record has a note and the other one is blank. I also have a slightly different version of the query which picks up relationships that have notes on both records, but the notes are different. Replace the Where clause on the last line with:


    where cr.RECIPROCAL_ID is not null and cr.notes is not null and cr2.notes not like cr.notes


    (you may also want to add extra fields in the Select clause for this one, as it's probably not a straightforward case of "export from one record and import onto the other" like it is when one relationship has no note at all)

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