use inquiry form as address change
Has anyone thought to use an inquiry form as an address / contact info change form? We dont want to allow editing to contact cards to protect data integrity (formatting, etc..). And we dont want to be forced to assign a form to someone when they just need to go grab it and complete it as they feel. Thought that a stripped down inquiry for might solve the issue.
Comments
-
@Lorrin Saliba This is an interesting idea but I think this would create some issues with generating candidate records for current students. If you didn't want to assign an optional profile validation form, you could probably just set up a Google form that families could fill out if they needed to update their profiles. Obviously this creates the need to manually transfer data over to your database but it could be an option.
1 -
@Lorrin Saliba As @Troy Burki correctly noted, Inquiry Forms will create duplicate records. And, the challenge with Profile Update forms are all the things that you mention: formatting issues, etc.
We do use Profile Updates at the start of the year for families. To supplement, we have a dedicated email address (infochange@ …) that sends the info to me (for updating BB/Core) and other colleagues. Yes, using Profile Updates necessitates cleanup of the data, but minimally we know that we have current info provided by each family.
1
Categories
- All Categories
- 6 Blackbaud Community Help
- 211 bbcon®
- 1.4K Blackbaud Altru®
- 396 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 650 Blackbaud Grantmaking™
- 568 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 937 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.5K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 248 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 239 The Tap (Just for Fun)
- 34 Blackbaud Community Challenges
- 31 PowerUp Challenges
- 3 (Open) 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
- 785 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)


