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 solution.

 
  1. Create an action query of the records to be changed
 
  • Click Admin, Globally Change Records
 
  • Highlight Actions and click New Change
 
  • Click Include and choose Selected Records. Select the query from step 1
 
  • Under the Actions section, select Status
 
  • Select the operation (Add, Replace, or Delete) and select the appropriate value for the Add, Replace or Delete box
 
  • Click OK
 
  • Mark the options Create Control Report, Create a query of exceptions, and create a query of changed records.
 
  • Click Change Now