List Management- Globally add, change, delete and import
List Management is a database, which requires regular maintenance like Raiser's Edge. The ability to update existing data on a List Management only record needs to be enhanced to allow imports- allowing the user to pinpoint the type of clean-up using Import ids for things like Note Import ID (Action, Constituent or Gift), Attribute Import ID, Phone Import ID, and Constituent Assigned Appeal Import ID. There should also be the ability to perform global change and global deletion of coding, as coding and code table change/clean-up within systems will occur and/or a user may import the wrong data and reinstating a back-up may not be an option.
Nicole Kennedy
shared this idea
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Cathy Allen
commented
This is important, We recently imported all of our employees into list management and assigned them a constituency code of IND rather than EMP because of the import template that was used. We were able to globally add the EMP constituent code, but now we also want to delete the IND constituent code so that once an employee in LM is promoted to a full constituent, all the gifts will carry the gift constituency of EMP, rather than IND.