The smart fields are not updating all the records on a refresh of the smart field unless you edit and save the smart field.

When smart field are refreshed, they should look out into the database for records that have changed since the last time the smart field was run to process the information efficiently.  We have noticed that in some cases newly added information is not picked up into smart field calculations unless the its edited first.
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.

 

Steps to Duplicate

1. In CRM find a Constituent that should have a smart field on the record but it is not there yet. 
2. Go to Administration > Smart Fields
3. Click on the Smart Field that is missing on the constituent record, observe total records last processed.
4. Click Start Process, once refresh is complete observe total records last processed.
5. Click Edit smart field
6. Click Save
7. Click Start Process, once refresh is complete observe total records last processed.
8. Go back to Constituent on Step 1 and review smart fields that now show.

Environment

 Blackbaud CRM
 4.0
 4.0
 Service Pack 5

Was this article helpful?