Add Constituent Security Group field to enhanced revenue batch template.

Constituent Security Groups (CSG) identify constituents as 'belonging' to USA, Canada, etc. Global changes are available to assign constituents to applicable CSG. And the constituent will inherit the CSG of the user that adds the constituent. But an auto-import batch has user 18080JobUser and therefore does not assign CSG to new Constituent records. Users are unable to view the constituent/revenue until the next running of the global change. We need to be able to assign the CSG in the batch.
  • Vicki Goodwin
  • Jun 29 2015
  • Reviewed: Voting Open
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  • +1