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- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Identity
This integrity check identifies constituents with a title of Miss or Ms. but who have a spouse constituent in DART with the same or a hyphenated last name so that their title can be updated to Mrs..
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Identity
This integrity check identifies constituents without a title of "Dr." but with education history indicating that they have completed a doctoral program so that their title can be updated to Dr.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
This integrity check identifies possible duplicate constituents that have the same first name, the same middle initial (if a middle name exists), and the same last name or last names that are substrings of one another with at least one piece of shared contact information so that the two records can be reviewed by GRA and either (1) merged if they are determined to be duplicates or (2) marked as not duplicates or unable to confirm as duplicates.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Identity
This integrity check identifies constituents who do not have a title and who have two or more consistent supporting pieces of identity information (gender, gender identity, pronouns) so that a title can be added to their record and name formats.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies UMIDs that are on multiple constituent records so that they can be removed from any constituents not affiliated with that UMID in MPathways.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies constituents with multiple distinct UMIDs so that any incorrect UMIDs can be removed from the constituent's record.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies duplicate UMIDs on a constituent's record so that the duplicate record can be deleted.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies uniqnames that are on multiple constituent records so that they can be reviewed for correctness.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies constituents with multiple distinct uniqnames so that any incorrect uniqnames can be removed from the constituent's record.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies constituents with uniqnames that are not between 3 and 8 characters or which contain non-alphabetical characters so that they can be corrected or removed from the record.
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
- Alternate Lookup ID
This integrity check identifies duplicate uniqnames on a constituent's record so that the duplicate record can be deleted.
- Knowledge Base
- Reporting Help
- MGO Essential Reports in BO
This article walks users through how to run the Business Object report titled: "Tagged Prospects by MGO or Site Rollup." This report is designed to pull all constituents where the comments contain a specified Prospect Tag, Interaction Status, Starting Interaction Date, and Starting Ask Date. Users have the option to restrict results based on MGO Uniqname, Affiliation Constructed Site Rollup, Starting Fiscal Year, Site or Site Rollup Giving Information, Unit Campaign Name, and/or Comm. Preference
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Constituents by LookupID or GUID." This report is designed to pull a list of Constituents given their GUID (System ID) or LookupID (LID).
- Knowledge Base
- DART Data Updates
- Integrity Checks
- Constituent
This integrity check identifies constituents with an ethnicity value of 'Unknown' and any other ethnicity value so that the Unknown value can be removed.
- Knowledge Base
- Reporting Help
- Constituent Reports in BO
This article walks users through how to run the Business Object report titled: "Employees by Company". This report is designed to pull all employees and organization contacts of a selected company given the company’s constituent LookupID (LID) or company name pattern.