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Utilizing the Mass Update Functionality in eTapestry

Date post:01-Jul-2015
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By Kimberly Hammer
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  • 1. Utilizing the Mass UpdateFunctionality in eTapestryPRESENTED BY KIMBERLY HAMMER

2. A Little About Me Purdue University With Blackbaud 8+ years and I have experience with eTapestry, RaisersEdge, and Blackbaud Merchant Services (BBMS) eTapestry Software Quality Analyst My favorite sport is bowling I have two Cairn Terriers named Oscar and Lola2 #bbcon 3. Agenda What is a Mass Update? Things to Remember Types of Mass Updates Things to Remember Tracking Payroll Deductions3 #bbcon 4. What is a Mass Update? Mass updates allow you to make changes to a group ofaccounts in one step. One for all creation or change Updating or creating multiple entries, but each entry will be thesame. (same date, same contact method, same fund, etc.) We cannot create new accounts with the mass updatefeature. Accounts you are creating items for OR the entries you areupdating will already have to exist in the database4 #bbcon 5. Things to remember When updating existing items, entries that are markedFinal will be unaffected by the update. If you wish to update journal entries that have been finalized,you must un-finalize them before you will be able to makeother mass updates. If you choose to remove information, you will beremoving a value from the account or journal entry, butyou will not be able to remove the entire item from yourdatabase.5 #bbcon 6. Things to remember Make sure your query is set up correctly with theappropriate data return type. If youre updating existing journal entries, make sure yourquerys data return type is set to journal entries. Review the change you are about to make carefullybecause there is no undo button.6 #bbcon 7. Types of Mass Updates 8. Types of Mass Updates 9. Update Existing Accounts Assign or Remove account level User Defined Fields Constituents Tributes Users 10. Update Existing Personas Assign or Remove address fields Assign or Remove persona level User Defined Fields Update the Primary persona only or a selected persona type 11. Update Existing Transactions Update the Fund, Campaign, Approach, etc. Assign or Remove transaction level User Defined Fields 12. Update Existing Notes Update the Date and Note text Assign or Remove note level User Defined Fields 13. Update Existing Contacts Update the Date, Contact Method, Subject, and Note text Assign or Remove contact level User Defined Fields 14. Finalizing Journal Entries Finalize Remove Finalization 15. Write Off Pledges Write Off open Pledges, including a write off Date Remove Write Off 16. Types of Mass Updates 17. Create New Relationships Create multiple relationships for a single account 18. Create New Notes Add a new journal note to multiple accounts 19. Create New Contacts Add a new journal contact to multiple accounts 20. Create New Scheduled Payments Add a new payment to existing pledges 21. Create New Scheduled Recurring Gifts Add the next gift in a series of recurring gift schedules 22. Things to remember When updating existing items, entries that are markedFinal will be unaffected by the update. If you wish to update journal entries that have been finalized,you must un-finalize them before you will be able to makeother mass updates. If you choose to remove information, you will beremoving a value from the account or journal entry, butyou will not be able to remove the entire item from yourdatabase.22 #bbcon 23. Things to remember Make sure your query is set up correctly with theappropriate data return type. If youre updating existing journal entries, make sure yourquerys data return type is set to journal entries. Review the change you are about to make carefullybecause there is no undo button.23 #bbcon 24. Payroll Deductions - Set Up1. Create an approach called "Employee Giving or Payroll Deduction Use it to indicate which transactions are payroll deductions2. Decide whether youre going to enter them as Pledges or Recurring GiftSchedules We recommend Pledges if: Employees designate an annual amount to be given as part of the AnnualCampaign The payroll deduction has a start date, a stop date and a set amount Employees agree to give on an annual basis We recommend Recurring Gift Schedules if: Employees intends to give "forever" rather than for a year No known stop date or set amount 25. Payroll Deductions - Set Up3. Be consistent when creating the Pledges/Recurring Gift Schedules Make sure they all get marked with the appropriate Approach (Employee Giving orPayroll Deduction) The Installment Dates and Frequencies should all be the same When a new employee decides to make payroll deductions, add thepledges/recurring gift schedules and use the same approach, scheduled date,and frequency as the other pledges/recurring gift schedules which are payrolldeductions. For the first installment date, enter the date when the amount willbe deducted from the employee's first paycheck.4. Create a query based on the Approach criteria Use Journal Entries as the Data Return Type 26. Payroll Deductions Mass Update When your organization receives the deposit for the payroll deductionseach pay period, apply the payments to employee pledges Apply recurring gifts if youre using Recurring Gift Schedules Run a Mass Update to add scheduled payments to the employee'sjournals Use the query that you created to identify payroll deductions Use the pay period date as the pledge/recurring gift payment date 27. Recap What is a Mass Update? Things to Remember Types of Mass Updates Things to Remember Tracking Payroll Deductions27 #bbcon 28. Questions? 29. eTapestrys Mass Update featurewill save us a lot of time so we canspend more time focusing on ourmission! #bbcon29 #bbconTweet this now 30. Did this session leave you feeling electrified?Dont forget to completea session survey!Each completed survey enters you into a drawing to win acomplimentary registration to bbcon 2015 in Austin, Texas*.*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not beexchanged, applied to, or combined with any other offer.30 #bbcon

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Utilizing the Mass Update Functionality in eTapestry PRESENTED BY KIMBERLY HAMMER
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