How to add interactions to constituent records using a Global Change.

Interactions can be added to constituent records through a global change process instead of one by one.
  1. Create a Constituent query for the interactions you want to select.
  2. Create your selection off of this query.
  3. Go to the Administration functional area.
  4. Click Global Change.
  5. Click Add.
  6. Select Add constituent interaction.
  7. Click okay.
  8. Add your Selection to the global change.
  9. Select what records you would like to be affected by adding them to the participant section of the global change.
  10. Click save.
  11. Start the process.
  12. Note the interactions have been added to the constituent record.


 Blackbaud CRM

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