Seems 7.92 "upgrade" dropped the F2 option to load defaults to a constituent. Also missing the Last, First quick find option. It is only last OR first.
from Peter McCormick to All Participants:
We upgraded to 7.92 and I can't find how to use "F2" to load defaults
from Kimberly Hathaway to All Participants:
Hello, Peter! You're looking to load defaults in The Raiser's Edge 7.92? Where at in the program?
from Peter McCormick to All Participants:
I want to load attribute defaults to a single open constituent. Thanks
from Kimberly Hathaway to All Participants:
Let me test it on my workstation, just a moment please.
from Kimberly Hathaway to All Participants:
I see that this functionality no longer seems to be triggered by F2 on the keyboard.
from Kimberly Hathaway to All Participants:
Was it working in The Raiser's Edge 7.91?
from Kimberly Hathaway to All Participants:
I admittedly never tried the function button for that process.
from Peter McCormick to All Participants:
Yes we used it a lot in 7.91
from Peter McCormick to All Participants:
Actually we were on 7.8 I believe
from Kimberly Hathaway to All Participants:
Were you able to use it from anywhere on the record, or did you have to be on the Attributes tab?
from Peter McCormick to All Participants:
Right from bio 1
from Kimberly Hathaway to All Participants:
It is definitely no longer programmed that way in 7.92. I'm happy to file a suggestion for you, and it would also be benefical for you to post your own suggestion on User Voice, but I'm afraid that I do not have an answer regarding when this may be implemented again.
I'm not sure if it's a feature that was just "broken" in the upgrade or intentionally left out, but it still says on Bio 1 when adding a new record to use Shift F2 to load default values. We used this a lot when adding new records to make sure they got the constuency code and Addressee/Salutations they needed automatically.
from Peter McCormick to All Participants:
We upgraded to 7.92 and I can't find how to use "F2" to load defaults
from Kimberly Hathaway to All Participants:
Hello, Peter! You're looking to load defaults in The Raiser's Edge 7.92? Where at in the program?
from Peter McCormick to All Participants:
I want to load attribute defaults to a single open constituent. Thanks
from Kimberly Hathaway to All Participants:
Let me test it on my workstation, just a moment please.
from Kimberly Hathaway to All Participants:
I see that this functionality no longer seems to be triggered by F2 on the keyboard.
from Kimberly Hathaway to All Participants:
Was it working in The Raiser's Edge 7.91?
from Kimberly Hathaway to All Participants:
I admittedly never tried the function button for that process.
from Peter McCormick to All Participants:
Yes we used it a lot in 7.91
from Peter McCormick to All Participants:
Actually we were on 7.8 I believe
from Kimberly Hathaway to All Participants:
Were you able to use it from anywhere on the record, or did you have to be on the Attributes tab?
from Peter McCormick to All Participants:
Right from bio 1
from Kimberly Hathaway to All Participants:
It is definitely no longer programmed that way in 7.92. I'm happy to file a suggestion for you, and it would also be benefical for you to post your own suggestion on User Voice, but I'm afraid that I do not have an answer regarding when this may be implemented again.
I'm not sure if it's a feature that was just "broken" in the upgrade or intentionally left out, but it still says on Bio 1 when adding a new record to use Shift F2 to load default values. We used this a lot when adding new records to make sure they got the constuency code and Addressee/Salutations they needed automatically.
Thanks Kendra. Are you on 7.92? Technical support was not able find it anymore. We used to use is a lot as well.
This works just fine for me, you might have to re-select you default set the first time, but I use it every day in 7.92.
Thank you David. It is working now. I think it was a user based issue related to rights that we resolved.