Manage constituent identifiers, custom fields, and missing CRM data

How to use

Open School Dashboard → Data Import → Data Management to inspect missing-CRM-data records and the supported identifier settings. Review whether identifiers must be padded with leading zeros before importing new files. Custom Fields and Donor Status Configurations have separate management views; review the people affected by a status configuration.

Rules

The Constituent Identifier Length setting accepts blank or a number from 0 to 50. Changing a nonblank length queues updates for existing constituents; the success message states that updates are in progress. Saving the setting does not mean every record has already been rewritten.

Troubleshooting

Compare the original source identifier, configured length, imported value, and external-system identifier. Do not “fix” an identifier by changing it to another person’s value. The missing-CRM-data area includes deletion controls; inspect dependencies and intended scope before removing records.

Availability and limitations

Exact person matching/merge rules and custom-field propagation are not determined by the screen alone. Escalate duplicate/misidentified constituent cases with source and record identifiers.

Hide old choices from a contact-report custom field

For a list-type contact-report field, such as an institution's Action Type field:

1. Open School Dashboard → Settings → Custom Fields.
2. Select Contact Reports and edit the intended field.
3. In Selectable Options, uncheck historical choices that staff should no longer select.
4. Click Save, then check the choices offered when creating or editing a contact report.

This controls the options available for selection. Existing records retain their values, and imported records can still contain a value that is not selectable in the editor. It is not a bulk cleanup or deletion of historical reports. The field's label is changed by editing and reimporting through the Data Importer, rather than typing a new label in this modal. If Settings is unavailable, ask your institution's authorized administrator to make the change.