On the research request form, | Ideas for Blackbaud CRM and BBIS

On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.

I would like to be able to just type or paste the lookup ID directly into the Prospect field and have that record come up automatically without the extra clicking & searching.

C O
May 24 2017
Reviewed: Voting Open

Blackbaud CRM / Research Request

Reported Version

4.0

Comments (1)
Votes (4)

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Kristin Richardson commented

December 18, 2019 13:45

This should be done on ALL popups, for instance when linking revenue, as well.

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On the research request form, allow typing in the lookup ID in the Prospect field to locate a record, rather than requiring either their name (which often leads to a search screen) or clicking the magnifying glass and THEN adding the lookup ID to a search screen.

Identify yourself with your email address

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