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.


Import the addressee/salutations on the relationship records


Additional Information:
Because of the setup screen that pops up when you select Add/Sal ID or Add/Sal Type under Individual Relationship Addr/Sals, this cannot be done using an Individual/Contact/Employee Relationship Global change. When you select one of those, the only options are Operation, Add (or Replace), and Overwrite existing value.

 

 

For example, if you select Add for the Operation, "Friend" for the Add field, and choose to overwrite, The Raiser's Edge doesn't know what Additional Addressee/Salutation type to associate with the "Friend" format. The field just isn't there for you to select. The same is true with Add/Sal Type. You can choose Add and pick a Type, but there isn't a field for you to choose the Format to go along with it.




 

If you select both separately, Global Change does not tie them together. It looks at them as two separate changes. While this won't work for adding new types, the Replace function can be used to change out Types and formats if they are present on the records.




 

If you select a Constituent Global Change, you can see the difference. When you select Additional Addressee/Salutation there, you get the option to Add a specific format with a specific Type. It's all done in one step.