Is there a way to create a new Constituent Update Batch to allow the creation of Constituent Notes

Pamela Hassler
Pamela Hassler
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM™ General Discussions

We have some constituent notes that our users would like to add via a Constituent Update Batch. Is there a way to do this?

Comments

  • Aaren Ballinger
    Aaren Ballinger
    Sixth Anniversary Kudos 1 Name Dropper Participant

    Hi @Pamela Hassler! I am not aware of a way to enter constituent notes via batch. However, if it's possible for you to use interactions instead, you could enter interactions via a batch by creating a new Interaction Batch template.

    79226132612557adbdc7dc70925d88b9-huge-im

    I don't think you are a BrightVine Data Link client, but we can create constituent notes via import with that tool.

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