"Class of" Format Best Practice?
I am relatively new working for a school. We have realized the issue with the two digit Class of Year business rule that RE doesn't distinguish between 19XX and 20XX. So, our elementary school students' graduation year is reading 19XX for example. We cannot switch to the four-digit Class Year because it affects the addressee we use FName LName ‘XX and it changes it to FName LName XXXX. What are some work-arounds that people found to address this issue? Why hasn’t Blackbaud created a new addressee/salutation formula that allows users to shorten the Class of Year?
Comments
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@Michaela Walker - is the issue is that you want to use a 4 digit year in RE in order not to confuse the db. But you only want to display 2 digit graduation years?
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@Lucy Ruiz Hi Lucy! Yes, I would like to have the four year in the Education Class of field, but have the addressee use the two digit. Thanks!
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@Michaela Walker I do not think that is possible without exporting your addressee salutations into Excel and writing a formula every single time you want to use class year.
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@Lucy Ruiz Thanks! Yea, that's what I was afraid of.
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@Michaela Walker Yes - you CAN configure this!
Go to Config | Business Rules | Alumni Options, and change the setting to a two-year format:
If you enter a class year as 2005, it will display as '05 in any addressee format that you have created that includes “Class of”.
I think that's what you're trying to do?
Karen
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@Michaela Walker it just occurred to me that the elementary school students may have been entered with only two digits for their class year. I've always entered Class of as a 4 digit format so that it is very clear if I need to export anything and sort by year.
Once you change the display to four year, I would recommend doing a Query with that in your output and see what is really showing. If you have a 3rd grader who graduated in 1922, change it to 2022 and that should fix the issue.
It is possible that this is a combination of the display configuration AND your underlying data.
Karen
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@Karen Diener Thank you, Karen! The issue is - that once I change to four digit it changes the addressee so for alumni it doesn't read FName LName ‘XX. I wish the addressee formula would provide the option to change the class of year to two digit for that purpose.
When you do mailings do you include a class year suffix?
Thanks again and Happy Friday!
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@Karen Diener Thank you, Karen! The issue is - that once I change to four digit it changes the addressee so for alumni it doesn't read FName LName ‘XX. I wish the addressee formula would provide the option to change the class of year to two digit for that purpose.
When you do mailings do you include a class year suffix?
Thanks again and Happy Friday!
That makes sense. In configuration, if you change it to display 4 year digits, that's how the addressee formula will look. If you change it to display 2-year digits, the formulas will work just fine and display what you want.
That school did not use the class year in mailings. It didn't seem to have a strategy - the alumni know their class year, and the school didn't need to “prove” that they knew by including it on the envelope. Some alumni began to complain too, because it gave away more information than necessary. I've worked with a couple of schools now, and class years are not typically included on mailings.
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@Karen Diener Thank you! That is helpful to know - it's nice to know what others do.
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@Michaela Walker
I've worked in a handful of schools. In the high school setting we did include the class year in the addressee for mailings so used 2 digit format. But in the lower/middle school environment we do not include it. It does not seem to have a real reason to be there, so we have 4 digits. Not including seems to be the way to go.1 -
@Karen Diener, agree - we don't usually include class year in mailings and never in addressee. We do use it as a merge field inside of a letter, for example, if we are doing a Class Challenge for a campaign, or if we are honoring a special anniversary class at our annual reunion. In those cases, the full four digits works just fine for us.
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