Raiser’s Edge Tip: Adding New Constituent Codes, While Removing Old Ones

There are a variety of scenarios that can cause a constituent code in your database to oppose another constituent code. One easy example that comes to mind is when a student graduates and becomes an alumnus. They can’t be both an alumnus and a student, so this situation calls for updating these records in The Raiser’s Edge^®. 

The good news is that ImportOmatic (IOM) allows you to switch constituent codes out with ease. If the switch applies to all records in the import, you don’t even need them in your actual data file.

Here are the basic steps:

In an IOM profile, go to the Constituents section. Choose the option to “Use Constituent Code removal character (“-“) to remove existing codes”

Next, select Virtual Fields, and right click in the middle of your screen to add a new virtual field.

Place your cursor in the Field Name column. Enter the Constituency Code you wish to remove, prefixed with the “-“ symbol. Be sure to use the Record Type, Value Type and Function, for your IOM version, as seen in the screenshots below.

Here is the view for IOM versions prior to v 2.5:

Version 2.5 of IOM has the ability to import multiple Constituent Codes in the same pass. With this added functionality comes a change in how Constituent Codes are mapped in a profile. The screenshot below illustrates how you would map Constituent Codes in IOM versions 2.5 and above (Note: The Value Type column will remain locked/gray in the new mapping format).

 

Please note that the ability to remove constituency codes can also be applied to Raiser’s Edge solicit codes!

 

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