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 constituent attribute. |
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 change attribute information on a specific group of 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 Category field, select the attribute category that contains the value you want to change. All constituent attribute categories created in Manage attribute categories are available in this field. |
8. | In the Value field, enter the new value you want entered for the selected attribute Category. |
9. | In the Comments field, enter any note information you want to add to the constituent attribute. This information displays in the Comment column of the constituent’s Attributes tab. |
10. | Select Overwrite existing value if you want the new value to replace the existing value. If you do not mark this checkbox, the new value is added to records with no existing value for the attribute category, but if the constituent does have a value entered for the selected attribute category, no new data is entered. |
11. | Select Remove value from unqualified records if you want the attribute value removed from records not qualified to receive the data. |
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. |