Need ability to query on Stewards and financial info on fund purpose from Constituent Query View

We're currently unable to query constituents in the Stewardship tab under the purpose page in order to bulk mail stewardship and fund information package.
  • Zar Castillo
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Query
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  • Margaret Parviainen commented
    June 26, 2023 15:07

    Thanks, Nicola. Unfortunately, that doesn't meet the need that we have. Not all of our work with stewardship recipients uses the stewardship packages. We need a way to be able to query this information independent of the stewardship packages.

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  • Admin
    Nicola Cameron commented
    June 26, 2023 08:52

    A Selection can be created via the Fundraising Purpose Stewardship Package process which can then be used to pull these Constituents into a Constituent Query.

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  • +1

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