Allow a data list to be copied

Allow a data list to be copied or provide a save as function on the create data list function so that when creating similar data lists the whole data list doesn't have to be recreated.
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  • Jun 29 2015
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Blackbaud CRM / Administration
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    Pat Conley commented
    November 04, 2022 12:15

    This idea was delivered with Service Pack 32.

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  • Sonja Fulbright commented
    July 28, 2022 22:54

    Adding the complete link for the related idea to copy user-defined smart queries:

    https://bbcrm.ideas.aha.io/ideas/CRM-I-3247

    Appreciate your votes!

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  • Sonja Fulbright commented
    July 25, 2022 22:51

    Hi all - I saw the demo of this today and I'm excited. I have just added the idea to the bank to extend the same functionality for user-defined smart queries:

    CRM-I-3247

    Please vote on that if you believe it would be useful!

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    Daisy Alarcon commented
    July 18, 2022 18:24

    Hello everyone, Daisy here from the Blackbaud Product team. We have some great news to share with you! We have made some progress on this idea and would love to get your input while we are still in the developing phase. If a few of you would like to participate in a short preview (no more than 15 minutes), then please send me or Pat Conley an email at daisy.alarcon@blackbaud.com / pat.conley@blackbaud.com with your availability and we will schedule a short meeting with you to view the solution and provide us with some quick, direct feedback. Thank you!

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  • Erika Layfield commented
    October 23, 2019 19:47

    This would be a huge help.  We often create a data list that is really helpful for one group and then want to reuse it with some small tweaks.  having to start from scratch takes up a lot of time. 

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  • Liz Feskoe commented
    October 23, 2019 19:44

    Being able to copy data lists would save us time and effort!

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  • Lori Thompson commented
    January 31, 2019 21:43

    This would really help us a lot as we use data lists a lot and create similar ones for each succeeding year. (People want to see more than one year's worth of data at a time.)

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  • David Wanless commented
    December 22, 2017 03:15

    Yes, this would be extremely helpful.  It is a pain having to manually create all the criteria and output field names for a similar data list, when a 'save as' function would do the job in seconds.

    See also https://bbcrm.ideas.aha.io/ideas/CRM-I-2683.

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  • Jon Herz-Midler commented
    December 27, 2016 18:03

    This would be INCREDIBLY helpful. We use the 'save as' function with queries all the time. It would be SO beneficial to have a save as function with data lists as well. This effects us heavily.

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