Changing a fund name

@Joe Moretti
(edited) Apology for my previous message, I thought i read you said Fund Name, but yes, Fund Note as you said is good.

@Beth UnruhArnold
it really depend on why are you changing the fund description/name. Fund is what the gift is going to be used for: what program or project the org support. If it is a simple change due to typo in the original name or a more “donor-friendly” name to use in reporting or mailing, then I don't see why you need to keep the old name. If it is to support a completely different program/project, you should create new fund. If you REALLY want to change name and keep the old name, I do not sugguest that you update every gift, you can either add to the fund's note section indicating the old name and date that the change happened, or (for more “reportability”) use a fund attribute to track the old name and date of change.

@Alex Wong I would believe the reportability approach (for querying /lists (even though the fund attributes or Notes are not in web view yet) by using an attribute would be helpful.

@Darlene LeVielle
if in dbview using query, you can query on fund attribute

in webview using list, you can only filter/search by Fund Description (in webview, it is just “Fund”).

It sounds to me like you are just worry that other staff does not remember the new name and can't find gift with the fund's new name? I think you will have a harder time trying to tell people to fund dbview query on fund attribute than to just remember the new name

@Darlene LeVielle
I'm pretty sure that any prebuilt query is going to be fine. query is “saved” with the fund record system id, description change won't affect it.

You can easily test this by checking one query that filter on a specific fund, make a minor description change, and reopen the query to see if that's true or not, I'm pretty sure it is.

@Darlene LeVielle
I'm having a hard time understanding what you were trying to say regarding “1 year".

so I did a test on my test environment database:

Gift Date: 7/1/17-9/30/17
Gift Amount: greater than or equals to $50K
Fund (webview gift list) Fund Description (dbview gift query - dynamic): Impact Scholarship TRI

then after changing the fund description to Impact Scholarship TRI - Changed, I close and reopen the same db query, did not make any changes:

Webview list will take some more minutes to refresh, so i'll post screenshot after it refresh

@Alex Wong Thanks for this information. I was using 1 year just as an example of having not modified the query in a while. The thing perhaps to be mindful of is if RE is integrated with other apps where ad hoc queries exist where uses desc field and that app may not behave in the same way, perhaps but not sure.

@Alex Wong It seems the only thing for RE to be mindful of the option for renaming/changing the Desc is to have a process to communicate the Desc change, update an attribute/custom field with previous desc and applicable dates, as well as other system integrations.