Add Email Notifications when DeceasedRecordFinder and AddressFinder Process Results are Available

Currently, after we run the Address Finder or Deceased Record Finder Processes and send the files to Blackbaud, we have to manually check when the results are ready.

My organization would like to receive an message/notice send to the specified email address (entered on the business process) letting us know when the AddressFinder Process/DeceasedRecordFinder Process file is available for us to download into BBCRM.

  • Guest
  • May 16 2025
Blackbaud CRM / Administration
Reported Version 4.0
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  • Lisa Carter commented
    20 May 14:43

    In BBCRM there is the ability to enter up to 2 contacts for notification around the addressfinder process

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  • Joseph Styons commented
    20 May 14:38

    This is a great idea. I'd just add that the recipients of the notification should be configurable in CRM (as opposed to just emailing the primary org contact).

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  • Guest commented
    16 May 23:25

    This idea is similar to https://bbcrm.ideas.aha.io/ideas/CRM-I-2950, but this one includes DeceasedRecordFinder too, perhaps 2950 should be merged with this one?

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