Verify Person and Gift Data

The Verify Person and Gift Data function reviews the data in GiftWrap and identifies any errors it finds so that you can fix them. These errors include required data that is missing, inconsistent data, and conflicting data.

We recommend that you run Verify Person and Gift Data at least once per month to ensure the integrity of your data. Doing so will help prevent errors in reports and files created by GiftWrap.

1. Click Utilities > Verify Person and Gift Data in the Menu bar.

2. Enter selection criteria that identify the records whose data you want to verify. There is help available on each field.

3. Click the OK button. If you get an error log, go to steps 4 and 5.

4. To print the error log, click the Print button, then click the OK button in the standard Windows Print dialog box. Alternatively, you may save the log in a file that you can print or review later. When done, click the Continue button.

5. Fix the errors identified in the error log, then run Verify Database again. Repeat this process until you don't get an error log.

Notes:

· Verify Person and Gift Data finds all instances of missing required data, inconsistent data, and conflicting data. An example of a required data field is Gift Type in the Gift Information screen. An example of inconsistent data is two different entries in the Pay to the order of field of a person's Association Information window for two different gifts. An example of conflicting data is a gift annuity's total check amounts for the current year not matching the total annuity amount for the same year in the corresponding Tax Schedule row.