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.
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Guest
- Aug 17 2016
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | Alameda County Community Food Bank |
| Reported Version | 4.0 |
Related ideas
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.
Global changes has too few options - needs to be expanded, even customizable!
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:
Please include ability to globally edit or delete letter code from selection or revenue records.
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'.
One thing I'd like to see inthe Global Change capability is to be able to update planned steps to pending or completed.
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.