Add Interaction Tab to Event Records - Ability to see all interactions from constituent records that have selected that event

There is the ability to select an event record when adding an Interaction.
It would be nice to have a tab on the Event Record to list all interactions that are connected to that specific event

  • Christy Wilson
  • Mar 21 2020
  • Will not implement
Blackbaud CRM / Events
Organization Name (Please enter full organization name) City of Hope
Reported Version 4.0
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    Nicola Cameron commented
    March 23, 2020 11:32

    This can easily be achieved by using out of the box Page Design functionality.For example a Constituent Query including the relevant record IDs would be the basis of a User defined Data List which can be displayed on the Event record as a new Tab containing the required data fields.

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