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If you do the same thing every time, there should be a ''Macro Recorder'' that you can start to record your actions.  Excel will then remember those and you can save it and re-execute it each time.  That depends pretty heavily on being able to repeat the steps exactly each time, though. You may be able to use a PivotTable or PivotChart ...

Jennifer,   I apologize for the delay in responding. 1. I'm not sure if this can be easily undone within portal or not other than by changing the form answers. I know that it could possibly be done through a support ticket, but am not sure otherwise. 2. Creating additional assignments - probably the best example would be a conference with ...

One way to do this would be by creating an attribute group along the lines of ''HS Graduation Class'' with attributes such as ''2009 - 12th Grade'', ''2010 - 11th Grade'' and so on.  You could just use the year by itself as well, but the text can be helpful to know what grade is associated with the year.  It also gives you an easy way to ...

Keith,   For what information are you searching when you want to look at all of the households?  I can see that this may be manageable for you right now, but you must have a reason for doing this other than just wanting to page through them. That's where I'd like to focus if possible. I know when I'm looking at sets of data, I'm ...

Jennifer,   If I'm reading your form creation correctly, you have your form set to give an assignment and schedule and you've also structured the question ''Grade in 2009-2010 school year?'' to give an assignment, but have not specified any particular RLC to that activity.  This results in two assignments - one for the Form and another ...

While Query Builder may have trouble returning 10,000 records (I have not personally tested this), I think that if you're trying to work with a set of that size, you may be better off running a report in the first place. From a dataset of that size, the only thing I can think of that you're trying to do with it might be to do some form of ...

If this is purely for reporting purposes and doesn't affect any actual money in bank accounts, this could probably be accomplished by putting all of the people you want to move into a group and opening a support ticket for us to mass change the sub-funds and any assignment details. Of course, this is better suited for a large mass change. If you ...

Could you split the giving record so that $5 goes to some sort of Receipt fund that defines the Bible and leave the rest to the fund tied to the campaign? It's more work for those records received, but it would separate out their giving appropriately.

Tracy,   The schedules can be removed, but the warning about assignments tied to the schedule indicates that you have Participant and/or Staffing Assignments that are tied to those schedules. You may want to run some reports to figure out who is tied to those old schedules and should be updated or have their assignment removed. Be sure to ...

One possible alternative would be to create some sort of dummy record in the system and then merge unwanted people records into that record. That will retain any giving, but will effectively remove the bad data from your system.  I know that others have done this in the past and the only warning is to be careful as you would in any merge. You ...

Debbie, Quick note - I just tested this under your account and was able to access it. Please open a support ticket about this so we can look into the Edit actions and check the code behind that Edit page. However, in the meantime you should be able to do your edits now. The database server has cached whatever data is being used for this so it's ...

Josh,   I took a quick look at your ticket and while I don't have a solution for the problem that's occurring with the aggregate form, I have a suggestion that may get you up and running while we try to figure this out over here.   I noticed that you have a link on your page that says something like ''Click here to register'' and that ...