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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  • Guest commented
    August 23, 2016 04:06

    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.

  • Alex Lambermont commented
    September 05, 2016 03:31

    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
    November 14, 2016 03:10

    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'.

  • Kate Mead commented
    March 22, 2017 02:11

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

  • KC Fonzi commented
    September 13, 2017 09:51

    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

  • Don Miller commented
    28 Jan 16:11

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

  • Reza Islam commented
    05 Feb 01:00

    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.