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Rick Hernandez

How to create deduping Query with Altru

April 27, 2020 By Rick Hernandez

The Deduper application requires a data source to be able to dedupe data. Typically this is a query that outputs the data you want to dedupe. In this short guide, we will be walking you through the process of creating a simple query to find duplicates.

Remember this query can be any query you want to process for duplicates. For this example, we will be deduping our entire database, but you can choose which data to dedupe depending on how you set up your data source.

Step 1: Login into your Social Good Software account and click on the deduper application.

Login to application

SGS – Deduper

Once you have clicked on the deduper application click on the ODATA Links navigation item on the top right hand side menu.

ODATA Links

Then you will see the option to add an ODATA link. Click on the plus option to create a new link with Altru.

Add ODATA Link

You will get a dialog asking you for an ODATA link since we don’t yet have the link. We will click on the external icon to open the Altru information library directly.

Altru Information Library
Altru Information Library

Step 2: Create a De-duping query

Clicking on the link will open a new tab with the information library in Altru. Click on the “Add an ad-hoc query” option on the top left-hand side navigation.

Ad-hoc Query

This will bring up the option to create a query. We are going to be creating a Constituent query to dedupe constituents.

Note: If you want to dedupe other data types select the right query type, for example, sales query.

Creating query type with Altru

Now it’s time to create the query based on our query restrictions.

Restrictions

Let’s review each restriction one at a time.

The type is equal to individual – We only want to dedupe individual records at this time. If you want to dedupe other types such as organizations create a separate query and process those independently from this query.

Date added is before DATE or is blank – Altru has a restriction to only be able to output 15,000 rows at a time with ODATA links. Because of this restriction, we have to create multiple queries. You want to create a query that outputs less than 15,000 rows. In our example, it’s any record created before 1/1/2002. Keep in mind this could be different for your organization.

Let’s now setup the output display fields

Output Fields

Let’s review each output field one at a time.

Lookup ID – Quick handy way to view if the record is a duplicate by just seeing the ID.

Email Address – Easily see if the email can provide a contextual action

First name – View the first name

Last name – View the last name

Address – View the address

Constituent record – We need this to be able to merge records together

WARNING: The Deduper only works with one type of column. Meaning you can’t have two columns that are the same such as Date changed, Lookup ID, etc.

Now click on the Preview Tab on the top navigation.

Preview tab in Altru

You will want to make sure the total result is less than 15,000 rows.

Don’t worry about not having all the records in this query, we will come back and create more queries for the rest of the records. Once you are happy with the output click on the “Set save options”

Save option with Altru

Make sure you check the “Suppress duplicate rows” checkbox. Don’t worry if you see multiple rows the Deduper application knows how to deal with duplicates.

Suppress duplicate rows

Double check the output of the query is less than 15,000 rows.

Output of query

If you see more than 15,000 rows go back and adjust the date to output less than 15,000 rows.

Once you have verified you have less than 15,000 rows then name and save your query.

Name: Duplicate Constituent Records Query (BOT – 2002)
Description: Query to output records created from the beginning of time to 01/01/2002

Save and close

Step 3: Duplicate Query with revised dates

Once you have your query created, duplicate the query and adjust the dates for the next 15,000 rows in your database by clicking on the copy button.

Copy query

This will bring up a screen identical to the creation query screen. You will have to change the date range selection and rename the query to reflect the new dates. Select the date restriction and use the Between operator to select two date ranges.

Between two dates

You might be able to select more years depending on the output. For example, if your output is only a few hundred rows you can select a wider range of dates. If you are getting too many rows, you might have to restrict the date range between months and years.

Click on the “Set save options” and save your query by changing the name

Save new name for query

Name: Duplicate Constituent Records Query (2002 – 2003)

Description: Query to output records created from 01/01/2002 to 01/01/2003

At this point, you will want to repeat the process in step three until you have done your entire database. This will equal a group of queries. Here is how the process works.

Create queries for output

You will end up with a group of queries. You now have the ODATA queries required for the Deduper application. You can now at this point follow the guide on “How to set up ODATA links with Deduper”.

Filed Under: Deduper, Help Center, Query Example

How to setup a list view for calendar on a mobile device

April 13, 2020 By Rick Hernandez

This short tutorial and video will guide you how to set up a list view for calendar on a mobile device.

Why Need a List View for Calendar on a Mobile Device:

A detailed view of calendar on mobile device looks either overcrowded or it has so many blank areas. Hence is becomes very difficult to use on a mobile device. In order to avoid this, a customized list view for calendar on a mobile device is very useful.

Requirements:

A calendar already built by using Social Good Software.

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to set up list view on a mobile device.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Now look for “Mobile Calendar View” preferences. You can select any of the preferences i.e. “Monthly”, “Weekly”, “Daily”, or “List”.

4. Select “List” from “Mobile Calendar View” and press “SAVE SETTINGS” button on bottom right of the screen. Now click “PREVIEW” from top right of the screen to preview list view for calendar on a mobile device.

5. Next click “SHARE” from top right of the screen and then click “PREVIEW CALENDAR” below “Direct Link” to preview the calendar on a different tab. 

6. Now press “SHARE” and then “PREVIEW” to preview the calendar on a mobile device. Now you can preview the calendar on a screen similar to that of a mobile device.

7. You can change the view type such as daily, weekly, or monthly any time by going back to settings just as described in step 3. Now open the mobile view again as described in step 4 and 5 and refresh the view by clicking “…….”.

8. As you can observe, the “daily”, “weekly” or “monthly” views on a mobile device are not as user-friendly as list view. You can also directly toggle between “daily”, “weekly”, or “monthly” view by clicking “day”, “week”, or “month” from mobile view of your calendar.

Filed Under: Calendar Builder, Calendars, Help Center

Protected: Online Template – Wonders of Wildlife – Version 3

April 7, 2020 By Rick Hernandez

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Filed Under: Projects

Protected: Online Template – Wonders of Wildlife – Version 2

March 31, 2020 By Rick Hernandez

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Filed Under: Projects

How to add custom CSS and JavaScript to Calendar

March 20, 2020 By Rick Hernandez

This short tutorial and/or video will guide you how to add custom CSS and JavaScript to calendar.

Why Need to Add Custom CSS and JavaScript to Calendar:

Adding custom CSS and JavaScript enables you to improve the functionality of your calendar to meet your organization’s special requirements and preferences.

Requirements:

An already created calendar using Social Good Software

An already written CSS and Javascript you want to add to your calendar

Note: You can also “Reach out to us” if you need help writing these code.

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar to which you want to add custom CSS and JavaScript.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Scroll down the settings page and look for blue colored “CSS” and “JavaScript” tabs on the left side of the settings page.

4. Now click “CSS” tab, copy paste the CSS code in “Custom CSS Code” box and press “Save”.

5. Similarly click “JavaScript” tab, copy paste the JavaScript in “Custom JavaScript Code” box and press “Save”.

6. Now click “SAVE SETTINGS” at the bottom left of the settings page and scroll up the page.

7. Next click “Preview” tab on the top right of the page to preview the added functionality of CSS and JavaScript code.

8. Click “Share” tab on the top right of the page and then click “Preview Calendar” and go down to mobile device by shrinking your window down or by using your mobile device to preview the calendar on a mobile device.

Note: Anytime you want to remove/edit the CSS and JavaScript from your calendar go to “CSS” and “JavaScript” tabs and remove/edit the code.

CSS

.render-calendar .container-wrapper {
    max-width: 80%;
    float: left;
}

.render-calendar .checkbox-wrapper {
    width: 19%;
    overflow: scroll;
    padding-left: 1%;
}

@media (max-width: 650px) {
    .render-calendar .container-wrapper {
        max-width: 100%;
    }

    .render-calendar .checkbox-wrapper {
        width: 100%;
        padding-left: 0%;
    }

    .render-calendar .checkbox-container {
        width: 100%;
        max-width: 100%;
    }
}

JavaScript

var checkboxes = $(container).find('.checkbox-wrapper').detach();
$(container).append(checkboxes);
var height = $(container).find('.container-wrapper').height();
$(container).height(height);
$(container).find('.checkbox-wrapper').height(height);

Filed Under: Calendar Builder, Calendars, Help Center

Social Good Software Update 1.2.3v

March 20, 2020 By Rick Hernandez

Calendar Builder

  • Added support for calendar preview not to cache data. (Only applicable when building your calendar)
  • Fixed a minor bug with calendars not opening links in a new tab when viewing in list mode
  • Added support to remove links from events that have been sold out.
  • Fixed a minor bug to keep selected colors as the focus color
  • Fixed minor bug with Safari not supporting large calendars in local storage.
  • Added support for custom CSS and JavaScript

Email Designer

  • Worked on new drag and drop email builder

Filed Under: 2020, Help Center, Software Updates

How to set up custom grouping

March 11, 2020 By Rick Hernandez

This article will guide you how to set up custom grouping for calendar.

Why Need to Set up Custom Grouping for Calendar:

Custom Grouping on calendar will enable you to group events based on event titles that have a specific pattern. This is very useful especially when you have too many checkboxes and categories in your calendar.

Warning:

  • If you activate this feature, it will cause a new name checkbox and colors to be generated for the new group events. So if you have any customs labels or colors, you will need to redo them after enabling the custom grouping.
  • Only one separator per calendar is allowed.

Requirements:

An already created calendar using Social Good Software

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to set up custom grouping.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Scroll down the settings page and look for “Custom Grouping” on the left side of the settings page.

4. To learn more about the process of custom grouping for your calendar watch the video.

Once you have correctly followed the steps in this tutorial and video demo, all the events of the same event types (first part) and different event names will be grouped together. However grouping will be done under the event type, and event names will be ignored.

Filed Under: Calendar Builder, Calendars, Help Center

How to configure availability in a calendar

March 11, 2020 By Rick Hernandez

This tutorial will guide you how to configure availability on your calendar of remaining seats for a specific event.

Requirements:

An already created calendar using Social Good Software

An already created Reserved Events Query

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to configure availability.

2. Click “SETTINGS” on top right of the interface. This will open settings page with many preferences to customize your calendar.

3. Click settings icon in front “Reserved Events Configuration” on the top right of the setting page.

4. This will open settings options for reserved events configuration. From the settings options you need to map three different things i.e. Title, Date Field, and the Start Time correctly. Now click “SET VALUES” at the bottom to go back to main settings page.

5. Now click pencil sign below “Event Name”. This will open an on-screen message asking you to edit and customize the event name using nine available variables. Use the variable “%availability% to show the availability on the calendar title for each calendar type.

6. Click “PREVIEW” tab on top of the interface to preview whether availability shows up on the calendar or not.

Note: The availability will only show up if you have reserved events configuration and query setup correctly.

Filed Under: Calendar Builder, Calendars, Help Center

How to delete a calendar

March 11, 2020 By Rick Hernandez

This short tutorial will guide you how to delete your calendar. It will also inform you of potential consequences of doing so and also which steps you should take before deleting your calendar.

Warning:

If your calendar is embedded in someone’s website or your mail client, it would stop appearing there and display an error message. So you need to notify them in advance to remove the embedded calendar.

All the events, system logs, API requests, and the data downloads related the calendar will also be deleted. So, if you want to keep this information for the auditing or any other purpose, it is highly recommended that you should not delete the calendar.

Steps:

1. Click “Calendar Builder” tab from you Social Good App, and open the calendar you want to delete.

2. Now click “SETTINGS” on the top right side of the interface and scroll all the way to the bottom of the page.

3. Click “DELETE CALENDAR” on the bottom left of the settings page. You will get an onscreen message to inform you of the consequences of deleting the calendar.

4. Once you fully understand the consequences and still want to delete the calendar, click “DELETE CALENDAR”. This will delete the calendar, and it will no longer be available in Social Good App, or anywhere else.

Filed Under: Calendar Builder, Calendars, Help Center

How to view system logs for calendar

March 11, 2020 By Rick Hernandez

This short tutorial will guide you how to view system logs for calendar.

Requirements:

A calendar already built by using Social Good Software

You have been using the calendar for some period of time, so that it does have some system logs to be viewed.

Steps:

1. Click “Calendar Builder” tab on Social Good App. Now click a calendar from available calendars to open the calendar for which you want to view the system logs.

2. Open a calendar from “Available Calendars”, select a day to view the system logs. Now click “Sync Activity”. This will open system logs view for the selected date.

3. Click any event from the log to view more details of the event.

4. You can change the selected date from the small calendar sign on top of the log view.

Note: The system logs will not be available if you delete the calendar either intentionally or accidentally

Filed Under: Calendar Builder, Calendars, Help Center

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