Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory

The query node is missing two fundamental fields - Category and Subcategory.  Completed is another missing field, but at least Status can tell us that.

  • David Wanless
  • Apr 1 2019
  • Reviewed: Voting Open
Blackbaud CRM / Query
Organization Name (Please enter full organization name) The Wilderness Society Ltd
Reported Version 4.0
  • Apr 5, 2019

    Admin response

    Category and Subcategory are available within the Interactions sub-node of the Constituent node in Query.

    Please create a support case for assistance with this issue.

  • Attach files
  • David Wanless commented
    April 02, 2019 00:20

    Dear Admin, yes, they are there, but how does that help us in obtaining or selecting them for Steps on a Prospect Plan?

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