Hi all! Not sure if this is the right forum, still trying to get my bearings on this site (and with Tess.)
I need to learn how (or if) I'm able to add things globally based on a list. I need to add a note to a group of constituents currently, but this is a question for other areas as well, such as attributes and even bringing in an external list to globally add contributions to a list? Any of these things possible? I'm not a SQL person (yet) and have very little access to anyone who is, so looking for options from an end-user perspective, if such a thing exists.
Appreicate your time!
Jen
Hello Jen!
Below is a list of what we'd call "Data Management utilities" that use a list parameter to push data onto those constituents. They are all in the Data Management folder of the Reports and Utilities section. (There are many other utilities in the system that change data based on lists, but those are for more specific processes like billing.)
Beyond those, you certainly could build a list and use SQL to push data into other areas. Tessitura Consulting can assist with that if you are still learning the ropes, or the community might offer answers here in the forums. And there are also Shared Reports that might offer functionality you're looking for; you can install them with the right technical knowledge, or Tessitura Consulting can assist you as well.
Specifically for your example about pushing a note to a group of constituents, that might be a good job for the Manage Attributes utility, as long as your note fits within the 30 character limit of an attribute.
Manage Attributes Manage Constituency Manage Constituent Protection Rebuild Salutations Manage Contact Point Purposes Manage Special Activity
Hope that helps,
Michael Flaherty-Wilcox
Sorry, I'm back. This is so crazy to me it's not a straighforward thing. Arg. Anyway ...The Manage Attributes Utility, this would add an attribute, not a note, correct?
Yes. By note do you mean research note. I've done bulk updates in SQL but I don't think there is anything in the client to do that
Yes research note.
As Heath mentioned, there is no front-end utility to add research notes in bulk. (I suggested attributes because attributes can be configured like small notes fields, for a max of 30 characters.) What's the situation you're working with? Perhaps there are some other options that might work.
-Michael
It’s basically a stewardship piece, cards sent to high level donors. We are going to add steps to a plan, so went a different direction. Unfortunately, we can’t attach the card to a step in plans maintenance. Always hitting a block, but at least we can copy/paste it into a step note. thanks for the help!
Sure thing! Sources and Promotion is another good place for tracking mailed pieces for a list, and it does have a utility (Create Promotions, in the Campaign and Appeal folder) to push them out in bulk. It would not include the contents of the piece, but it does create the record of having sent them the mailing. I hope the project goes well!
-Michael Flaherty-Wilcox