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.
The instructions/example below are based on the following scenario. All board members should have Board Member as the primary constituency code, but not all do.
- Create a static constituent query and filter on Constituency, Constituency Code equals [the constituent code]. In our example, the filter is Constituency, Constituency Code equals Board Member.
- Globally delete the constituent code using the query created in step 1.
- Globally add the constituent code as the primary. (Refer to the From Globally Add Records section of the linked solution for instructions.) Use the query created in step 1 when doing the global add.