add the ability to restrict the source code search in batch to just source codes the constituent belongs to.

re: https://kb.blackbaud.com/knowledgebase/articles/Article/61681, source code search results are not currently restricted or able to be restricted to whether or not a constituent is in the segment.

It would be hugely helpful for our gift processors to be able to limit the results to source codes applied to the constituent to be able to better match donations to their efforts where a finder number is not present.

  • Margaret Parviainen
  • Sep 14 2023
  • Reviewed: Voting Open
Blackbaud CRM / Gift Processing
Organization Name (Please enter full organization name) University of Calgary
Reported Version 4.0
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