delete a completed interaction | Ideas for Blackbaud CRM and BBIS

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-3362 Delete the associated Constituent Interactions when the linked Prospect Plan Step gets deleted.

delete a completed interaction (that was created as a result of a completed plan step) once that step gets deleted Merged

Guest
Nov 9 2015
Reviewed: Voting Open

Blackbaud CRM / Interactions

Guest commented

November 21, 2023 23:08

https://bbcrm.ideas.aha.io/ideas/CRM-I-1846-- These two ideas are the same. I think there was just an error made when adding these two. CRM-I-1846 doesn't have a real title, only a detailed description. This one has a good title that matches the description in CRM-I-1846. If its possible to merge this Title and the other idea's Description together, that'd be the way to go.

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New Feature Merged

Current functionality does not remove Interactions based on deleted step records. If an interaction is linked to a step it should be

Created 09 Nov 13:56 by Guest

Blackbaud CRM

1 Reviewed: Voting Open