Add Email Primary and Phones | Ideas for Blackbaud CRM and BBIS

Add Email Primary and Phones Primary Nodes to Query

We often want to include the Primary Email and Primary Phone in our Query results. However, if we filter to get these in Query, we get only people with a Primary Email/Phones.

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Jun 29 2015
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Blackbaud CRM / Query

Organization Name (Please enter full organization name)

University of Iowa

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Erika Layfield commented

July 27, 2016 17:34

Unfortunately, we, and I suspect many other users aren't using the Data Warehouse. Will this be something under review outside of the Data Warehouse?

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Trit Mulligan commented

July 27, 2016 17:28

With 4.0, there is a Constituent query built for the Data Warehouse that will allow you query on primary email and phone as first class nodes.

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Add Email Primary and Phones Primary Nodes to Query

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Identify yourself with your email address

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