Add the ability for a enduser to | Ideas for Blackbaud CRM and BBIS

Add the ability for a enduser to sign into a part in BBIS that shows them what memberships they are apart of

We would like the ability for a end user to be able to see their membership level/ expiration date via a self-service page.

Guest
May 20 2016
Shipped

BBIS / BBIS

Jan 26, 2022

Admin response

Thank you bmckinl@iu.edu for a correct approach to solve this issue!

You can accomplish this today via the query results display part, pulling the display fields needed into your query output. This part has a setting that allows you to show only that data for the logged in user.

--Samantha McGuin
Sr Product Manager, BBIS

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Guest commented

June 06, 2016 17:43

You should be able to do this with a Query Results Display part with a targeted audience. The only problem we had with it was memberships that don't have an expiration date.

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