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.

 

       
    • In Administration, click Globally Add Hold Codes.
     
    • In the Query name field, click the binoculars and search for the query created in Step 1.
     
    • Select the appropriate Hold Code from the Hold Code drop-down menu
     
    • Enter a Start Date.
     
    • Enter an End Date and Reason if appropriate.
     
    • If desired, mark the Print Control Report and/or Create exception query checkboxes.
     
    • Click Preprocessing Report to preview the changes and ensure the information is correct.
     
    • Click Add Now.