Add a copy option for smart fields

RE: BBEC - new Action Item "Copy" on the Smart Field management page in Administration. For example: LCMS has 100 core smart fields, due to a multiplier of a need for "largest", "last" etc. at the Site level, 10+ sites. There are a lot of parameters to have to set for each, in say a "Constituent revenue application amounts" smart field.
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  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Smart Fields
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  • Liz Feskoe commented
    October 23, 2019 19:46

    Our organization uses multiple smart fields based on a fiscal year data parameter. Being able to copy them would save many hours in rebuilding them every year.

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  • Erika Layfield commented
    October 23, 2019 19:44

    This would be a great help! Creating new smart fields each year for the 100s that we have is a time consuming exercise. 

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