I noticed recently that Program Names have not been added for new constituents. We use the "Donor Listing" under Program Names for our Biennial Report so if this is not up to date we have to manually adjust this in Excel. I did that for this year's report, but I'm wondering if there is a Utility to do a mass update for Program Names. I know there is the rebuild salutations utility, but because Program Names do not count as Salutations I don't think that works in this instance.
Any help or ideas on how we can do a mass update of Program Names would be much appreciated. Thank you!
I don't have an answer but jumping in because I'm looking for the same thing. We want recognize members on our website. We're already using program names to track anonymous members and donors, but we haven't been updating program names so most of our members don't have them. I'm not looking forward to entering this information manually, mainly because many of these will be identical to our salutations.
I'm going to post this in Ideas and see what folks over there think! community.tessituranetwork.com/.../ideas