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: This changes the campaign (or fund) for ALL of a constituent's assigned solicitors
     
    • Create a static constituent query
    • Filter on Relationships, Assigned Solicitors, Campaign equals [the campaign (or fund)]

      to find the constituents who are being solicited for that campaign (or fund)
    • In Administration, click Globally Change Records
    • Highlight Constituent and click New Change
    • The Global Change - Constituents screen appears
    • Click the Include button and select the query created in step 1
    • In the Show field in the Available Fields section, select Assigned Solicitor Relationships
    • Highlight Campaign ID (or Fund ID) and click Select
    • Select the appropriate operator and mark the Overwrite existing value checkbox
      • Replace the campaign (or fund) with different value
      • Delete the campaign (or fund)
      • Add a different campaign (or fund)
       
      • Click OK
      • Click Change Now to begin the global change process