- From Gift:
- If you choose to use the constituency from the gift record, reports and mailings print for gifts that have one of the constituencies selected for the run. The system will use the constituency assigned on the specific gift to determine which gifts to include. Only gifts with one of the selected constituencies are included.
When a constituent has multiple constituent codes, unless otherwise specified in a gift record, the primary constituent constituency code is defaulted as the gift constituency code. Even if this primary constituency code is later deleted from the Bio 2 tab of a constituent record, the gift constituency code is not deleted from the Gift record.
- From Constituent:
- If you choose to use the constituency from the constituent record, the system prints for constituents who have one of the constituencies which are selected for the run. The system uses a constituency assigned in the constituent's record on the Bio 2 tab.
Things to consider about how the codes are used when running queries, reports, and mailings:
- Gifts are only listed if the date range listed includes the date range for a constituent constituency code on the Bio 2 tab of the constituent's record. For example, Robert Hernandez is a Board Member for the date range of 1/1/2006 - 12/31/06. Running a query, report, or mailing using a constituent constituency code of Board Member with a date range of 1/1/2007 - 12/31/07 would not include any of Robert's gifts because he is no longer a Board Member. Running a query, report, or mailing with a gift constituency code of Board Member for the dates of 1/1/06 - 12/31/07 would include his gifts in 2006 because they have a gift constituency code of Board Member.
- Gift constituency codes do not matter when running a report (such as the Gift Detail and Summary Report) by constituent constituency code. If running the report for 1/1/06 - 12/31/06 with a constituent constituency code of Board Member, and Bob has also given gifts that include a Volunteer gift constituency code, the Volunteer gift constituency codes gifts would appear on the report because Bob's primary constituency code for that period is Board Member.