Removing Additional Addressees and Salutations from Non-Constituent Relationship Records

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Theresa Rogers 2
Theresa Rogers 2 ✭
Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge
in Blackbaud Raiser's Edge NXT®: General Discussion

We have completely revamped our Addressee and Salutation formats and I have finished applying the new templates to the constituent records. Because the constituent record now includes joint addressees and salutations for spouses, we no longer want any addressees/salutations on the non-constituent spouse records. And in order to delete all the old templates from the Addressee/Salutations section of Config, I need to remove the old templates from non-constituent records. I have not found a way to delete the old ones either globally or through Import/Export. I am also trying to remove the old formats from Individual non-constituent relationships on Organization records. Deleting them all via Query would take me over 40 hours of work. Does anyone have any advice besides paying BB to remove them all?

As for the Primary Addressee and Primary Salutation, is it possible to import a blank format to replace the old templates that were used since we no longer want these on the non-constituent relationship records.

Thanks for any help anyone can give.

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  • Dariel Dixon 2
    Dariel Dixon 2 ✭✭✭✭✭
    Seventh Anniversary Facilitator 4 Name Dropper Photogenic

    Welcome to the community @Theresa Rogers. I believe you may be able to delete these through import using the * character. I'm sure you can have these as blank on non-constituent fields as long as they aren't a required field. Regardless of this, this is still going to be a lengthy process.

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Theresa Rogers
    As Dariel said you can use import to blank out a field, provided the field isn't marked as “required” in configuration.

    the special character to use is ^ (shief-6)

  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Alex Wong and @David Dixon Thanks to you and Daniel for responding. I did not know about the use of the carat. This should work for the non-constituent records for their Primary Addressee and Primary Salutation. I will try that another day.

    But when I tried this for an additional Addressee/Salutation, it did not work. If I say the field is not editable, then it overwrites the current entry with the template I had to choose for the AddSalID. And if I choose editable, then the carat didn't work and I received the error message "Invalid field value: Required Field Missing Salutation. The field I'm working with - Salutation 1 - is not a required field according to the charts in Config. If I succeed eventually in making this work, and enter a blank Salutation 1 field, how do I remove the label Salutation 1 from all the records?

    Thanks for any additional advice you are able to provide to me.


  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Theresa Rogers
    If you use import to change the “additional addressee/salutation” to some “delete” type, you can use Global Change to delete the “delete” type of additional address/salutation

    e179e5b255dfee83fb890ef215413b8b-huge-im
  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Alex Wong I see that possibility for constituent records, but when I try to set up a global change for Individual/Contact/Employee Relationships, I only see an Add/Replace for Additional Addressees/Salutations. What am I missing?

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Theresa Rogers
    ops…forgot you were talking about relationship's addressee/salutation.

    it seems like global change isn't gonna do “delete” unfortunately.

  • Aldera Chisholm 2
    Aldera Chisholm 2 ✭✭✭✭✭
    Sixth Anniversary Facilitator 2 Name Dropper Photogenic

    @Alex Wong Using the carot may be the best thing I've learned in the past year. It's been so helpful when cleaning up fields where folks in the past put things like “Ignore” or “Delete” in email fields! I think overall, Import is an under-utilized function for data clean-up.

  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Alex Wong Do you have any other suggestions on how I may accomplish this? Must I hire a BB consultant to do this for me by writing code?

  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Theresa Rogers
    I don't have any other suggestion. Check if Blackbaud offer anything.

  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Alex Wong
    Thank you for helping me think through this and making sure I tried everything I could do before I reached out for help that might cost my organization additional fees.

  • Dariel Dixon 2
    Dariel Dixon 2 ✭✭✭✭✭
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    @Theresa Rogers I'm sure you'll consider how cost effective it would be to do this cleanup. You might find it easier to develop internal processes to ignore or remove some of these additional addressees/salutations as this would be a lot of work or a considerable amount of money.

  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Dariel Dixon Thank you for the suggestion. The organization has made the decision to eliminate the additional addressee and salutation types. This is probably the first overhaul the addressees/salutations have had since they began working with RE, so probably in almost 30 years. BB is quoting around 8 hours of labor so they must be able to write SQL code or have a back door in to eliminate them. Or if I can enlist others in the organization to help delete the old formats, it will of course be much more efficient and quicker than me doing them solo.

  • Melissa Anderson 6
    Melissa Anderson 6 ✭
    Seventh Anniversary Name Dropper First Reply

    @Theresa Rogers

    When I have run into this situation, I have to use database view to fix it.

    First step is to run an Addressee/Salutation report by going into Config, addressees and salutations, right click anywhere and then hit preview or print “Addressee/Salutation Report". Then I find the number (sequence) for the formats that I want to remove. The number is listed first, and then the example is shown. Then I build a static query searching for all available Addressee/Salutation with a salutation sequence of that number.

    Then I create an Import file for Constituent Additional Addressee/Salutation that includes the addressee/Salutation sequence and export it. Then I open the import file, remove the sequence number from the file but keep the addressee/salutation import id the same, and then import it back in with update records selected.

    Hope this helps!

  • Melissa Anderson 6
    Melissa Anderson 6 ✭
    Seventh Anniversary Name Dropper First Reply

    @Theresa Rogers
    Hopefully you have resolved this already, but if not, try turning off the addressee/salutation requirements temporarily and then try again. If that still doesn't work (because I seem to have had this problem with something else) try my suggestion with the import file. Good luck!

  • Theresa Rogers 2
    Theresa Rogers 2 ✭
    Second Anniversary Name Dropper First Reply February 2024 Monthly Challenge

    @Melissa Anderson Thanks for sharing your process. That works well for constituents but did not for non-constituent records which is what created the issue. We ended up deleting them individually off the non-constituent records.

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