The Possible Duplicate Phone Types identifies all the records that may have duplicate phone types if two or more phone types are merged and lists all the records that have the phone types.
The plug-in gives a list of records that need to be manually cleaned up, e.g. deciding whether to delete the phone numbers or assign different phone types to the phone numbers.
Note: If your database is hosted by Blackbaud, this plug-in is pre-installed and will need to start with step 8 of the instructions. Please contact Support so they can provide the resulting text file that is created.
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.
Note: Print and read all of the following instructions before running the plug-in.
- Log in to the workstation as a local administrator
- Download the appropriate plug-in for your version of The Education Edge:
- PossibleDuplicatePhoneTypes.exe: Version 7.6.230
- Save PossibleDuplicatePhoneTypes.exe to the local hard drive of any workstation with The Education Edge installed
- Double-click PossibleDuplicatePhoneTypes.exe
- When prompted, unzip the files into the \Plugins folder on the workstation. (The default path is C:\Program Files\Blackbaud\The Financial Edge\Plugins.) The EXE file is a self-extracting zip file which contain PosDupPhoneTypes.dll and PosDupPhoneTypes.vbd.
- Register PosDupPhoneTypes.dll on the workstation
- Have all other users exit and sign out of The Education Edge
- Log into The Education Edge
- Click Plug-Ins from the navigation bar. The Plug-Ins screen appears.
- From Plug-ins, select Miscellaneous, Find Possible Duplicate Phone Types.
- Choose a phone type to be replaced and what to replace it with
- Click Run
- When the process is complete, a message appear that names the location of the file that is created. This is a text file that lists all the possible duplicates that were encountered. No records are changed in the database when this process is run.