Parent Constituency Codes

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How do other organizations get historical data on parents once they become past parents?  Do you use date to and date from in the constituency code area and if so, how does that affect report running.

 

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Glenda Mechling-smith:

    How do other organizations get historical data on parents once they become past parents?  Do you use date to and date from in the constituency code area and if so, how does that affect report running.

     

    Answer similar to your first question.  I don't deal with current vs. past for parents, but do have it with board and staff so I know they can make a difference.

    Have you looked at the knowledgebase solutions about this?   Here's one that describes how gift detail report is affected.  There are other solutions about using the codes, too.

    https://www.blackbaud.com/kb/index?page=content&id=BB526142&actp=search&viewlocale=en_US&searchid=1422058984638 

     

    Side note, for questions such as yours, it may be best for the future to post them under the data entry heading instead of this catch-all at the bottom of the page.  Your posts are apt to be seen by more users who subscribe to posts from the sub-forums. 

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