all the constituent customize summary tiles be able to change on a global basis for all users

To allows a user to change the constituent customize summary tiles to change on a global basis verses each user having to go in and change the tiles.

  • Guest
  • Sep 8 2016
Blackbaud CRM / Constituents
Organization Name (Please enter full organization name) Memorial Sloan-Kettering Cancer Center
Reported Version 4.0
  • Attach files
  • Guest commented
    September 20, 2016 16:00

    Kathleen - we have built a global change to do this. Let me know if you want more information about it. It's called "Assign Constituent Tile Global Change" and uses a user selection and then you can select the constituent tile you want to apply.

    Trit - this came up for us when we built a custom tile and didn't want to manually apply it to all users. 

    Attachments Open full size
  • Guest commented
    September 09, 2016 19:16

    Hi Trit,

    Sure! On a constituent page, click Customize Tiles, and you can change the different summary tiles that are viewed on the page. What we would like to happen, is if a user changes those tiles it changes for all users if you choose to do so. That way each user does not have to go in and change the tiles.

    Thanks,

    Kathleen

    Attachments Open full size
  • Trit Mulligan commented
    September 09, 2016 19:03

    Hi Kathleen,

    Can you please provide more information on this idea?  I'm not sure I understand the problem.


    Thanks,

    Trit

    Attachments Open full size

Related ideas