Add user-defined constituency globally

1. From Administration, click Global changes. The Global Changes page appears.
2. Click Add. The Select a global change definition screen appears.
3. Under Constituent, select Add user-defined constituency.
4. Click OK.
5. In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.
6. If you want to globally add a user-defined constituency to a specific group of constituent records included in a selection created in Query, select Selection. Click the binoculars at the end of the field to access a search screen and locate the specific selection you want to use. If you do not select a selection, all records are changed.
7. In the Constituency field, select the type of constituency to assign to the constituent. The constituency defines why the constituent is in your database and the affiliation with your organization.
8. Enter the date the constituency begins.
9. Enter the date the constituency ends. If the duration of the constituency is undetermined, leave this field blank.
10. Select Overwrite existing value to change the duration of the constituency to match your new global entries where the constituency already exists.
11. Select Remove value from unqualified records to remove the constituency from records not included in the Selection.
12. Click Save.
13. When you are ready to execute the changes, open the process. On the process status page, select the Job Schedules tab to schedule the process or click Start process to run the process now.

 

 

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