Waving Too Many Flags? Get Them Under Control with Update Flags

If you're like many V-Manager users, your flags screen have become a bit untidy over the years. You may have flags that are no longer necessary or even flags with enigmatic names or initials - and you have no idea what the flag represents! Well, it's time for Spring Cleaning! This is the first in a series of tips on using the Update Flags feature effectively.

Let's start by erasing those old flags that are no longer used. We advise printing a report of donors marked with this flag. Review this report with your staff to make sure that, indeed, this flag is no longer needed. Be sure no other users are logged into V-Manager while you update flags.

• Click on Transactions | Update Flags
• The screen will prompt you, "Reset this flag," where you choose the flag to be erased, "to be a," and select "N" for "no."
• Now click the last radio button, selecting "Change the flag for anybody who has a flag setting of"
• Select the name of the unwanted flag again, and select "Y" for "yes"

You may print the resulting report to the screen, and click on OK to reset the flags. The final step is to return to Tools | Edit System Files | Donors | Flag Names to actually delete the old flag's name.

Next Week: Smart Flag Management Tips

V-Manager 3.7 On the Way

Our interim release, V-Manager 3.7, will be available for download within the next few days. It includes our newest module, the Gift Module, and some of your enhancement requests. Watch your fax and e-mail for download instructions.

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