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.

  1. Create a gift query of the gifts to be changed
  2. Go to Admin> Globally Change Records 
  3. Highlight Gift and click New Change
User-added image
  1. In the New Change window, click Include and choose Selected Gifts. Browse to and select the query created in Step 1.  
  2. Under the Available Fields, change the Show option to Gift and double-click on Solicitor to select.
  3. Select the appropriate operator:
    • Add to Globally Add the solicitor to the gifts  
    • Delete to Globally Remove the solicitor from the gifts    
  4. In the Add or Delete field, click the binoculars button to browse for the solicitor.
    Note: If you are deleting the solicitor and have already unmarked the Is Solicitor checkbox on the Bio 1 tab of the constituent record, you will need to unmark the Constituent is a Solicitor checkbox in the Open screen when searching for the solicitor.
  5. Mark the checkboxes to Create query of exceptions and Create query of changed records, as desired in the bottom right corner.
  6. Click Change Now.  Save the queries when prompted (if those options were marked).