Hi All,
A few years ago, we rethought our campaign and fund structure and changed the way gifts are entered. This has worked out very well for the most part, but in hindsight, there are a couple things we probably should not have done that are now making year over year reporting difficult.
In short, all the gifts we received at our annual ball were entered under different campaigns, while in all other years, the Ball has had its own campaign. While I could do all the adjustments manually or do it with a set of contribution batches, it would take a really long time and I would really just like to use a simple SQL script to change the campaign that all those ball gifts appear under. Since I won't be changing any fund information, it's my belief that this change will have little to no financial impact on the finance/GL side of things, only in Tessitura (our financial team uses a separate database to track our finances).
I did a test of this in our test environment, and everything seemed to work, but I'm curious what things I am not thinking of and/or what unseen impacts this could have that I'm not considering. I am the only person at my organization with technical knowledge of the database, so I can't really ask anyone else here about this. I would really appreciate any feedback as to whether this could cause any problems somewhere, if there is another fast and easy way to do this without a SQL script I'm not thinking or aware of, or even if this sounds like an ok thing to do since I'm only changing campaign, and no fund data.
Thanks for any advice or help anyone can provide!
David Rosen, Colorado Symphony
David Rosen,
It is great to see you reaching out to the community. I would not be surprised if there is someone here in the community who has considered doing this or has successfully done the same thing.
In addition, In a situation like this, I'd also tend to open a support ticket. Explain what I was thinking. Even share the code I plan/hoping to use. It is in the best interest of the support team to wave you off if you are trying to do something that will cause problems.
Hi Tom,
Yes, I'm right with you. I would love feedback from anyone in the community who can offer it or has experience doing something like this, but I'm sure the Tessitura people can offer feedback that others who don't know the backend as well might have trouble doing. I appreciate the response.
Thanks, David
I'll confess, the idea of the campaign and the fund not syncing automatically sketches me out.
I have the same concern, which is why I'm trying to cover all my bases before I do it. To be a little more clear, before I run the SQL script I am planning to use, I am going to make sure the new campaign I am moving everything to has all the correct funds associated with it. Is there anything else you can think of that might need to be changed in the system before running a script?
Oh, I see. Less concern then, but I don't know if there might be further ramifications.