Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.


Note: If you only want to delete the constituency code from the constituent record, ignore the instructions for the gift records and vice versa. If you do not want to delete a specific constituency code from all records with that code, modify the queries below to pull only those records from which to delete the code. Only follow step C if you want to delete the constituency code from the entire database.

 A.  Create queries to find the records that still contain the constituency code
 

  • Create a Constituent query filtering on Constituency, Constituency Code equals [the constituent code to delete].
  • Create a Gift query filtering on Gift Information, Constituency equals [the constituent code to delete]


    Note: For both queries, mark the following checkboxes on the Criteria tab:

    • Include inactive constituents
    • Include deceased constituents
    • Include constituents with no valid address

B.  Globally delete the constituency codes from the queries
 

  1. Click Admin, Globally Change Records from the navigation bar
  2. Select Constituent and click New Change
  3. Click Include and choose Selected Constituents. Browse to and select the query created in part A
  4. In the Show drop-down, select Constituent Codes. In the box, select Constituent Code. Select Delete as the Operation. In the Delete field, select the appropriate constituent code.
  5. Click OK
  6. Mark Create Control Report and Create Exception Query checkboxes (optional but recommended)
  7. Click Change now
  8. If running an exception query, save and name it when prompted and click OK
  9. Once complete, a screen with the number of records changed and total exceptions, if any, appears
  10. Click OK and print the Control Report (if selected)
  11. Click Admin, Globally Change Records from the navigation bar
  12. Select Gift and click New Change
  13. Click Include and choose Selected Gifts. Browse to and select the query created in part II
  14. In the Show drop-down, select Gifts. In the box, select Constituency. Select Delete as the Operation. In the Delete field, select the appropriate constituent code.
  15. Click OK
  16. Mark Create Control Report and Create Exception Query checkboxes (optional but recommended)
  17. Click Change now
  18. If running an exception query, save and name it when prompted and click OK
  19. Once complete, a screen with the number of records changed and total exceptions, if any, appears
  20. Click OK and print the Control Report (if selected)

C.  Delete the constituency code from the constituency table

Note: If the constituent code is being used as a default in NetSolutions, Batch, or Records, you may not be able to delete it. If so, remove it as a default from every Netsolutions page, from each batch, and from each default set in Records.

  1. Click Config, Tables from the navigation bar
  2. In the left frame, highlight Constituent Codes
  3. In the right frame, highlight the appropriate constituency and click Delete


Note: If you receive the error: Constituency Code cannot be deleted because it is present on one or more gift records, refer to solution BB18217.