Overview We do not want the first name to contain more than one person e.g. Bob and Jane. We do this by checking to see if the word ” and ” (with spaces either side of it) or if the symbol “&” (not necessarily with spaces) appears in the first name field. There are three ways…
Overview This can be achieved by changing the value in the Fields area of RE Config. However you may have a reason why you do not want to do that if, for example you have other systems that integrate or create records in RE. This is a very simple rule but not one that is…
Overview This is a very complicated rule. It starts with a recurring gift being saved. If the constituent has another recurring gift that is active and the constituent has a regular donor constituent code without an end date the user should be informed. The rule consists of four different rules. The first one checks to…
Overview If a gift is given that is over £1000 the constituent should be marked as a major donor and they should have the solicit code “Do not solicit”. Consequently if on saving this gift the constituent is not marked as a major donor or do not solicit, an error message will be shown. Note…
Overview We check to see if the send mail tick box is ticked on any address. If it is not and the “Has No Valid Address” check box is not ticked then the rule is invoked. This recipe consists of two rules; The constituent address has a “Send Mail to this Address” check box checked.…
Overview This rule ensures a constituent has a valid email address. It is one of the simplest rules we can create as it has no dependencies and the regular expression comes with Validatrix.
Overview This rule enforces the donor constituent code as long as there is at least one cash gift with the campaign of “General”. However if that should not apply if the gift has an appeal of “Face to Face”. This is a relatively complex rule consisting of three tiers. There are three rules. Each one…
Overview There is a bug in Validatrix which will prevent this from working. Versions below 2.2 patch 1 are affected. The screenshot are taken from v2.2 patch 1 and include a new checkbox on the overview screen. This recipe is useful when you want to prevent the majority of users from saving a constituent (or…
Overview We first check to see if the constituent has the VIP constituent code. Since it is not possible to test for the lack of an attribute directly we must check to see if the constituent has no attributes. If they have no attributes or if none of the attribute categories are “Origin” then we…
