Constituent record with the name Global Add appears in database after globally adding primary business relationships

When globally adding primary business relationships using Admin>Globally Add Records, some users notice that a constituent record with the name "Global Add" is erroneously added into the Raiser's Edge database.
This is resolved in Raiser's Edge 7.96, patch 11, released in May - June 2018 and applied to databases in Blackbaud Hosting Services. If your database is installed locally, download and install the latest version and patch, if applicable. For more information on patch 11, see What is in patch 11 for The Raiser's Edge 7.96?

Steps to Duplicate

  1. Create a query that pulls a group of constituents that already have a Primary Business relationship
  2. Save the query and close the query
  3. Navigate to Admin>Global Add Records
  4. Select Business from the Record type drop-down
  5. Select Include>Selected records
  6. Search for the query created in step 1
  7. Click the Business Information button
  8. In the Relationship record window that appears, select the binoculars icon
  9. Search for any organization record
  10. Click Save and Close
  11. Click OK
  12. Mark the Create Control Report and Create Exception Query checkboxes
  13. Click Add now
  14. Preview report; If exceptions were encountered, the report will include a constituent name of “Global Add” with the next available constituent ID
  15. Click Query>New Query
  16. Select Constituent from the Query drop-down
  17. Click Ok
  18. Select Constituent Information>Date Added
  19. Keep the Operator at equals
  20. Select Today from the Value drop-down
  21. Click OK
  22. Click the Output tab
  23. Select constituent Information>Name
  24. Click Run Now
  25. Notice a constituent record with the name “Global Add” appears


 Raiser's Edge

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