Expand the Global Change capabilities (maybe to the same level as RE...?)

The Global Changes available are very limited, especially compared to RE. It would greatly facilitate a lot of data clean-up if the Global Change capabilities were expanded.

  • Shannon Lee-Rutherford
  • Aug 17 2016
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Alameda County Community Food Bank
Reported Version 4.0
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  • Reza Islam commented
    5 Feb, 2019 01:00am

    Blackbaud Pacific have extended the Global Functionality with a Plugin, its worth discussing this with your Account Manager. KC Fonzi is unfortunately no longer with Blackbaud.  Thanks, Reza.

  • Don Miller commented
    28 Jan, 2019 04:11pm

    Global changes has too few options - needs to be expanded, even customizable!

  • KC Fonzi commented
    13 Sep, 2017 09:51am

    Hello, please note that Blackbaud Pacific has developed a number of these, as plug-ins. If you would like additional information, please feel free to contact me at kc.fonzi@blackbaud.com.au.

    I recognise the need is greater than this partial list, but it may be a helpful start:

    • Global Change: Add Credit Card Rejection Reason
    • Global Change: Delete Interaction
    • Global Change: Edit Address
    • Global Change: Edit Email
    • Global Change: Edit Interaction
    • Global Change: Edit Phone
    • Global Change: Name Formats
    • Global Change: Recurring Gift Auto Upgrade

  • Kate Mead commented
    22 Mar, 2017 02:11am

    Please include ability to globally edit or delete letter code from selection or revenue records.

  • Guest commented
    14 Nov, 2016 03:10am

    As an example, when adding or changing interactions or attributes, we should be able to add or change every field present on the record - e.g., for an interaction: Summary, Status, Category, Subcategory, Expected date, Expected start time, Expected end time, Time zone, Owner, Contact method, Event, Actual date, Actual start time, Actual end time, Comments and Participant.  Dates should all be able to be set to 'today/date this process runs'.

  • Alex Lambermont commented
    5 Sep, 2016 03:31am

    One thing I'd like to see inthe Global Change capability is to be able to update planned steps to pending or completed.

  • Guest commented
    23 Aug, 2016 04:06am

    I completely agree, and it's not only in data cleanup, but in various core business processes.  Please, Blackbaud, give us a generic Global Change equivalent to the functionality in RE.