How to edit a Smart Field

There may be a need to edit a smart field to change the criteria for different results or to modify the results provided. 
Smart Fields use selections based on queries, they may need to be edited as well. 
Within CRM, 
1. Go to Administration > Data > Smart fields
2. Find the Smart field that needs to be edited
3. Click the green chevrons and on the dropdown click Edit
4. Within this area you can edit the field or go to\choose the selection needed 

Steps to Duplicate



 

Environment

 Blackbaud CRM
 4.0
 4.0
 4.0.170.0

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