The constituent search feature in the Model Scores and Ratings batch only allows users to search for individual constituents.

CRM users may notice they are unable to add Model Scores and Ratings to organization records via the Model Scores and Ratings batch template, because they are only able to search for individual constituent records while working in the batch. 
We're currently evaluating this issue for a fix in a future patch or service pack. 

Steps to Duplicate

  1. Log into CRM and navigate to the Revenue functional area.
  2. Select the Batch Entry task.
  3. Click Add to create a new batch.
  4. Select Model Scores and Ratings Batch from the ‘Batch template’ drop-down menu on the ‘Add a batch’ screen.
  5. Click Save.
  6. When the batch grid opens, click the binoculars in the Constituent field.
  7. Notice it opens the Individual Search window. We are unable to search for organization records.  CRM does allow users to add Model Scores and Ratings to organizations directly from their constituent record, and users expect to have the same functionality in batch. 

Environment

 Blackbaud CRM
 4.0

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.