Hi All,
We have a new Major Giving Officer and I'm in the process of getting them set up with their new portfolio, hopefully before she arrives. She is taking over a former employee's portfolio so I was hoping I could do this quickly and easily using my squeaky SQL training wheels. My plan is to use the former's currently active Solicitor relationships to identify which ones I should add the new PM to, and then add an end date and inactivate the former PM's current records. I think I've figured out the last part (ending current Solicitor relationships), but I'm a little hesitant about the first part. I should be able to Update by Adding the new PM to the former's current records (using things like Affiliation type ID, individual customer ID, etc.). And I think I can add all of the accessories at the same time (start date, affiliation type ID)? OF Course I am test driving this in our test environment first, but I could still use a little nudge from anyone who has done this before.
Jenny