Non-System Admins cannot view Research List Subqueries

Research lists have the option to be split into smaller batches using the Split Batch feature. When split up non-system admins are unable to view the subquery lists even with all security permissions granted.
 
We’re currently evaluating this issue for a fix in a future service pack.


Workaround: From the main Research List highlight specific members and then use the Copy to List feature instead of the Split Batch feature.
 

Steps to Duplicate

 1. Running as a System Admin from Prospect>Research lists add a new Research List. Check the options “Allow others to access this list” and “Allow others to edit.”
2. Populate the Research List with at least two members.
3. Navigate back to Prospect> Research lists> Click the chevron for your List> Split Batch Size> Split.
4. Navigate to one of the split subqueries for this Research list. Check the options “Allow others to access this list” and “Allow others to edit.”
4. Now run as a Non-System Admin with all security features granted.
5. Navigate to Research lists, note the subqueries are not visible.
 

Environment

 Blackbaud CRM
 4.0
 4.0.180.59

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.