We always have some records that end up with requiring an in-your-face flag that is a warning about communications/interaction. I have not heard a peep about Annotations coming over at all. Can we please have Annotations in RENXT
Annotations for constituent records do appear in the web view. They are now called "Alerts" and appear at the top of the constituent page in a blue bar if the "display automatically" box is checked. If it's not checked, there is a white button that says "View Alert."
However, Fund Annotations have not been brought over into Web View as Alerts. I just spoke with Blackbaud Support, and there are no plans to bring over Fund Annotations. This is a huge problem for our organization. We currently have 788 fund records with annotations of critical information. Support suggested just using the fund Note field for that information. However, we use the summary note field for a completely different type of information, so we cannot simply move the annotation information to the notes.
We need this to come over - our organization uses the annotate pop up all the time especially for certain gift entries to ensure specific coding isn't missed.
Somewhere along the line (very recent) annotations in Database view have stopped working, this has created double trouble for us and is very disappointing - it needs to get fixed!
Annotations for constituent records do appear in the web view. They are now called "Alerts" and appear at the top of the constituent page in a blue bar if the "display automatically" box is checked. If it's not checked, there is a white button that says "View Alert."
However, Fund Annotations have not been brought over into Web View as Alerts. I just spoke with Blackbaud Support, and there are no plans to bring over Fund Annotations. This is a huge problem for our organization. We currently have 788 fund records with annotations of critical information. Support suggested just using the fund Note field for that information. However, we use the summary note field for a completely different type of information, so we cannot simply move the annotation information to the notes.
We need this to come over - our organization uses the annotate pop up all the time especially for certain gift entries to ensure specific coding isn't missed.
Somewhere along the line (very recent) annotations in Database view have stopped working, this has created double trouble for us and is very disappointing - it needs to get fixed!