After adding an Appeal in batch, that field is grayed out

In an Enhanced Revenue Batch, there is an option to populate the Appeal and the Marketing Effort that generated the revenue.  After adding the Appeal and tabbing to the next field, the Appeal field becomes grayed out and un-editable.
If the Appeal is associated with an activated Marketing Effort, and this is the only Effort the Appeal is associated with, they are tied together in the batch (and also via the Add payment form).  When the Appeal is added, the Effort field auto-populates with the associated Effort, which then locks the Appeal field.  If the Appeal needs to be changed/edited, simply delete the Effort from the Effort field, and the Appeal field will then become editable again.
This scenario only occurs if there is a one-to-one relationship between the Appeal and the Effort.  If the Appeal is tied to more than one Effort, the Effort field will not out-populate and the Appeal field will remain editable.

Steps to Duplicate

  1. Go to Revenue functional area
  2. Select Batch entry
  3. Select add
  4. Choose Enhanced Revenue Batch from the Batch template dropdown
  5. Save
  6. Enter a Constituent name or Lookup ID
  7. Tab through each field, entering Date, Amount, Revenue type, etc.
  8. Enter an Appeal in the Appeal field
  9. Tab to next field
  10. Observe Appeal field grays out and becomes un-editable


 Blackbaud CRM

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.