Right now when you log in you can only view your portfolio. It would be helpful if you could search for any record in CRM so that if a fundraiser is on the road they can look up anyone's name or email or phone very quickly
Organization Name (Please enter full organization name) | Portland State University |
Reported Version | 4.0 |
Is anybody from Blackbaud reviewing these ideas? Cuz yeah, this shipped in SP15 I think.
Stacey - This is possible with FROG, at least as of SP15 (not sure which SP they introduced this). This was a limitation in earlier versions. From the main FROG screen, there is a tab at the top titled "Search All".