Complete Global Changes using Query List

This would be useful so that users are able to modify the lists that they'd like included within the global updates. There are often records that should be added or removed that are not easily grouped.

  • Tanika Harris
  • Aug 19 2019
  • Reviewed: Need Further Info
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  • Teddi Taylor commented
    18 Jun 15:00

    Please consider also voting for https://renxt.ideas.aha.io/ideas/RENXT-I-8701 to introduce bulk grid editing for all record types! We can ask Blackbaud to replicate database view in web view, but wouldn't it be better if we could IMPROVE them?

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  • Blake Moody commented
    October 21, 2019 15:47

    Tamika,

    I can see how this would be helpful. It sounds like a user having an option to set their lists filters helps them review and then communicate what records should be updated. Did I understand that correctly?

    Can you give me feedback for how the option to save a List as a static query falls short? Since queries can be used in Global Updates, you can somewhat indirectly accomplish this need.

    Would love feedback on this path to complete the task you mentioned.

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