Globally update fields in the gift misc tab, can this be done?

Rita Nicholson · April 2016

Hello,

I would like to update our "Marketing Source Code" and "Finder Number" fields on the Miscellaneous gift tab. Is there a way to do this using Import-O-Matic, or any other way? The "Globally Change Records" in RE doesn't allow for updates to those fields.

Appreciate any help with this.

Rita

Jen Claudy · April 2016

I don't know about Import-O-Matic, but you can change these fields using RE > Admin > Import. You must have the Security Rights to use Import, and if you've never used it before, it can be dangerous like Global Add/Change/Delete. Import will allow you to create an Import File...so you can do that to create a file of the Gifts you want to change, then change the data (in a txt or csv file) and then turn the option in the Import record to Import back the same file, and you're done. I suggest doing a file of 3-5 records, check them out and be sure it's good, and then do the whole set of them.

Ryan Hyde · April 2016

Jen's summary of the process is spot on, though I typically use query+export to get the data out of RE, then change it in a .csv file, and then import it - either way works.

If you're super uncomfortable doing this, I'd suggest jumping on chat support. Those folks held my hand through my first few big import projects, and now I use import on a regular basis confidently.

Faith Murray · April 2016

Curious - what do you use those two fields for? Our organization has never used them.

Jen Claudy · April 2016

I use one of the Misc Tab Fields for a Pledge ID (the Gift ID of the Pledge/Recurring Gift, that automatically appears on all of the payments) for use in some processes outside RE to easily connect the payments to the correct pledge. I use another for the Journal Entry numbers from our finance system, entered during the reconciliation process...helps a lot down the road when trying to locate the corresponding transaction in that system. I've relabeled both fields in RE Config, so I can't tell you which is which, but the third (there's also Marketing Segment) is currently hidden and empty.

Rita Nicholson · May 2016

F Murray:

Curious - what do you use those two fields for? Our organization has never used them.

Sorry for the delay. I'm using them for Fiscal Year, and solicitation year.

Globally update fields in the gift misc tab, can this be done?

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