Code table for the Source of the assets

The source from the wealth and ratings assets section is a free text field that is used for calculations. This needs to become a code table because users may misspell something or cause other issues.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Wealth and Ratings
  • Attach files
  • Caroline Howell commented
    November 14, 2022 15:40

    MSKCC recently reported this issue via case 018978774. It was brought to their attention that this functionality is available in RP but not currently in CRM. Can this be revisited since the code does already exist for a future CRM SP? Additional business case per customer: if a user makes a typo, a new model source (say for real estate) is enabled for each capacity formula. There is no way to disable the required field and after cleaning up the typo or invalid source, there is no way to remove it as an available data source in capacity formulas.

    Attachments Open full size
  • Joe Price commented
    September 06, 2022 16:47

    There is no way to remove wealth sources once they have added via free text data entry.

    Attachments Open full size
  • +13

Related ideas