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Scripts in the Constituents File

Contents

The contents of FileMaker menus changes depending upon the file you are in. Scripts are productivity shortcuts for commonly needed actions.

The following scripts are available within the Constituents file:

  • Main Menu: Navigates you to the Central Navigation screen
  • New Constituent: Add a New Constituent
  • Sort by Constituent Name: Sort found set by last name, first name
  • Sort by Constituent Year of Graduation (YOG), Name: Sort found set by an alumnus/a’s year of graduation first, then by last name
  • Sort by Giving level/Name: Sort found set by giving level first, then last name
  • Sort by State, City, Name: Sort found set by state, then city, then last name
  • Find Lost/Deceased: Find all constituents who are marked as having a lost address or who are deceased
  • Omit Lost/Deceased: Omit all constituents who are marked as having a lost address or who are deceased from your found set
  • Show Field name: When your cursor is placed inside a field, this will display the name of that field
  • Swap Ca/Cb: A shortcut lets you swap all data attached to Ca (the Primary Constituent) and Cb (the Spouse/Partner), to make the former Cb the new Primary Constituent
  • Show Related Transactions: for an individual, or a found set of constituents, this script will bring you all transactions associated with your found set
  • Save Found Set: Save a found set of records
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