GDPR - Deletion Date

Carl Hanser
Carl Hanser
Third Anniversary
in Blackbaud Grantmaking™ General Discussions

On previous CRM's I could create an 'If' formula based on certain criteria e.g. last payment date, date declined etc +1 year or + 7 years, this would appear on the opportunity (Request) this would auto-populate a delete date field. This was a really simple way of searching for records scheduled for deletion - without the need for a human to mess with the math!

The lack of formulas on Sky is really frustrating.

Comments

  • Louisa Robinson
    Louisa Robinson
    Fifth Anniversary Kudos 2 Name Dropper Participant

    this would be super helpful! instead we've had to build a complicated process involving a search parimater and updating coding etc. its a bit of a faff - have you raised this on the ideas pages?

  • David Slavin
    David Slavin
    Ninth Anniversary Kudos 1 Name Dropper Participant

    I agree, this would be super helpful. The lack of ability to bulk-delete records in SKY is a real concern for us as it means customers cannot adhere to their retention policies without having to manually delete 1,000s of records annually. I've raised an idea on this and I know other customers agree this should be functionality as standard, not an idea to be voted on.

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