We add Funds as relationships to track former parishes from our parishioners.

 we have been using the constituency codes to track all parish relationships, but it is getting very messy.  The logical place to track historical information would be as a Fund Relationship, which currently exist in  RE but only when adding or updating a record.  Our existing Fund codes are used for each parish in our diocese, currently 97 parishes.  We have over 25,000 former parishioners that we would like to add as a fund relationship but not having the tools in place makes it very hard and difficult.  I would like to see the Fund relationship used as an import.

  • Guest
  • Dec 7 2016
  • Attach files
  • +1