Many of our 08-09 sources had end dates of 6/30/09 so now if we try to post gifts for last fiscal year, those sources are not available. I'm thinking of eliminating the end dates for our 08-09 sources all together and chaging them to 00/00/0000. Can anyone forsee a problem with this strategy?
Margaret,
You shouldn't have any problems with this solution. Two things to keep in mind:
1. If you never inactivate old sources your promotions list will get cluttered and may become a problem for gift entry and box office. We had this problem with our box office, they were confused by all the devo sources until I changed the "Usage" on all our devo sources to "cont" and inactivated old sources.
2. People may accidentally use sources that are associated with the wrong fiscal year Appeal. For example lets say you have an "Membership Unsolicited" source under an FY09 appeal and the same source (with the same name) under an FY10 appeal, one might accidentally pick the wrong "unsolicted" if they're not careful.
Dale
Thanks for your input, Dale. This is helpful!