A solicit code that exists on a non-activated marketing effort will be removed when that same solicit code is added to another non-activated marketing effort

Solicit codes can be added to a marketing effort in order to exclude constituents with those codes from the effort.  They are added on the Exclusions tab of the effort.  When adding a solicit code exclusion to a marketing effort that also exists on another marketing effort, it is removed from the other effort upon adding to the current effort.
We're currently evaluating this issue for a fix in a future patch or service pack.

Steps to Duplicate

  1. Go to an existing not activated marketing effort, or create one
  2. Go to the Exclusions tab
  3. Click Edit
  4. Add any solicit code
  5. Go to another non-activated marketing effort – can be a different template, it doesn’t matter
  6. Go to the Exclusions tab
  7. Click Edit
  8. Add the same solicit code as previously added on first marketing effort
  9. Go back to first marketing effort
  10. Observe the solicit code is now missing from this one

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.