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This Isn't Ben, This is CA. We Have Rules.

One big feature we'll gain in the conversion to CA is Rules. Rules let you use criteria to determine whether or not a certain action will apply. For instance, you can set a rule to determine whether a pledge should post to the GL. During our Constituent and Contribution training we've seen a number of places where rules can apply. I know we'll see even more in our Communications Management training next month.

Just last week Todd and I experimented with CA rules for the first time. We developed, and then refined, a rule that would post a pledge to the GL if it wasn't a current year Annual Fund pledge. The rule would cause a Y or N to default into the "Post to GL" box on the new pledge screen, but would not overwrite a manually entered value in that box. Perfect!

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This page contains a single entry from the blog posted on February 12, 2009 8:34 AM.

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