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: Read all the following instructions carefully before performing these functions.

To globally delete and globally add constituent appeals with the same package, date, response, and comments:

  1. Create a static, constituent query to select constituents with duplicate assigned appeals
  2. Globally delete the duplicate appeals from the constituents using the query created in step 1, which removes all instances of the appeal on constituent records.
  3. Globally add the appeal using the query created in step 1

To globally delete constituent appeals with different packages, dates, responses, or comments:

  1. Create a query of the constituents with the appeals to be deleted
  2. Create a Constituent Appeal import file in comma separated values (CSV) format based on the query created in step 1
  3. On the Fields tab of the import screen, select the fields below in addition to any other appropriate fields:

    Constituent Import ID (or Constituent ID)
    Appeal Import ID
  4. Click Create Now to create the CSV file
  5. Open the CSV file
  6. Delete any rows that contain constituent appeals that should not be deleted
  7. Enter 'Delete' in the Response column for all constituent appeals that should be deleted
  8. Save and close the CSV file
  9. Import the constituent appeals
  10. On the General tab of the import screen, select Update existing records and Create new table entries
  11. Select all other appropriate options and complete the import process
  12. Globally delete the constituent appeals that have the value Delete in the Response field

To manually delete duplicate constituent appeals:

  1. In User Options, select Appeals as the default tab
  2. Open the query created in step 1 and select the Results tab
  3. Double-click the first record. It opens to the Appeals tab. Delete the duplicate appeal and save the record.
  4. Use the VCR buttons to go to the next constituent and repeat step 3.
  5. Continue until all the duplicate appeals have been deleted.