Automatically update the "Related | Ideas for Blackbaud CRM and BBIS

Automatically update the "Related Address" Field when changing an address for an business.

When you update an address for an "Organization" record type account, automatically update the "Related Address" field on the "Organization Donor Proxy" record type contact.

Guest
Jun 29 2015
Already exists

Blackbaud CRM / Contact Information

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Pat Conley commented

October 06, 2022 20:40

You can use the "Update contacts that use this address" checkbox on the address edit form to update the address for any contacts using the address.

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Inherit Business Address Merged

Currently in BCRM the only way an address is shared or inherited is if the employee is a contact on the employer record. In RE the business address could be inherited from the employer record. This made data entry quicker and on those occasions wh...

Created 29 Jun 13:21 by Guest

Blackbaud CRM / Contact Information

1 Already exists