I was wondering if anyone could shed some light around constituency codes.
For some, these codes are manually added to a constituent, but for others, there are a set of rules in place for the code to automatically be added/updated if the constituent meets the criteria in the set rules. For us, the code in question is in our associated membership level. My question is, if we manually add this code that is tied to our membership levels, will the membership rules engage and update accordingly, or is it an independent code that will just stay on the constituent until we remove it?
Thank you in advance!
Hi Jessica! Just to further clarify, is there a reason you would want to add codes manually rather than having them populate based on the membership level? Just want to make sure I've got a full picture of your situation in case I can help.
Hi Colleen! Great question - for some donors we might manually add a Major Gifts code before they have reached the required threshold because they are being cultivated and/or are in the process of making gifts to meet that threshold (without a pledge), but we want to make sure they are included in reports/extractions along with the other major gift donors. Does that make sense?
Yup, that makes total sense! In that case, you may not want the system to engage and update accordingly since it'll undo your work if the donor hasn't yet reached that threshold. I wonder if maybe periodically running the Manage Constituency utility will help? You could periodically pull a list of donors with the Major Gifts code who aren't at the threshold, review it to determine who should keep the code for the time being, and then run the utility to remove it from anyone else.