Constituent Pop-up: deceased or assigned constituents?
Is there a way to have a pop-up box, for users of database view, for deceased or assigned constituents?
Comments
-
Hi @Jarrell Dunson - You can set up a Constituent User Defined Business Rule within Configuration that draws from a query. This will initiate a pop-up on Constituent Records notifying your users of information you want them to know when viewing a record. Take a look at this KB Article #37507 for more information.
4 -
In RE Database view-In the constituent's record, click on edit, then annotate from the drop down. A box pops up-type in here what you want to ‘pop up’ each time the record is accessed.
IN RE NXT-Under the constituent's name, click add alert. Type what you want to see each time the record is accessed and it will be at the top of the record.
Both are like a news flash! LOL
1 -
IMO, annotations/alerts are great for individual info. Business rules as @Austen Brown described is the best way, most efficient way for mass alerts of identical info like ‘constituent is deceased.’
Caution - too many pop ups become annoying and tend to be ignored after a bit by many users.
3
Categories
- All Categories
- 6 Blackbaud Community Help
- 213 bbcon®
- 1.4K Blackbaud Altru®
- 402 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.6K Blackbaud Financial Edge NXT®
- 655 Blackbaud Grantmaking™
- 576 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 939 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.6K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 248 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 241 Member Lounge (Just for Fun)
- 34 Blackbaud Community Challenges
- 34 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 792 Community News
- 2.9K Jobs Board
- 54 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)


