Allow for end-dating constituencies | Ideas for Blackbaud CRM and BBIS

Allow for end-dating constituencies in bulk.

When end-dating a user-defined constituency via Import and Constituent Update Batch, the import duplicates the constituency, and causes the batch exception error: "Please enter a valid Constituencies." There is currently no way to end-date (or start-date or remove a date) a constituency in bulk.

Don Willard
Jan 20 2016
Reviewed: Voting Open

Blackbaud CRM / Batch

Reported Version

4.0

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Guest commented

June 09, 2023 19:24

With no solution on this issue (after almost 7 years at this point). It is real pain when we need to end-date thousands constancies each quarter. I really hope this is going to be fixed soon. Please ask your colleagues to vote on this item if you experience the same pain. Thank you!

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Guest commented

August 18, 2016 13:46

This is definitely needed. We often have a need to "clean up" both user-defined and system generated constituencies in bulk fashion. Global changes exist in CRM 4.0 to Add and Delete User-Defined constituencies, but one does not exist to Edit nor do any exist for system generated constituencies (such as Prospect).

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