I am asking if there is a way to create a new Constituent Batch Template that allows me to update Name Formats

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

We currently have a limited number of batch template and we would like to expand them. In particular I want to know if they can be created and how. My immediate need is to update the Name Formats which isn't available. Does anyone have any input that they would like to share? Thank You!

Comments

  • Stacey Segal
    Stacey Segal
    Tenth Anniversary Kudos 1 Name Dropper Participant

    Hi Pamela,

    We have a free global change on our website that allows you to update or add name formats based upon a query. If you'd like, you can check it out here:

  • Laurent Dournaux
    Laurent Dournaux
    Ninth Anniversary Participant Facilitator 1 Loyalty Badge

    Hi Pamela,

    New batch template can be created via SDK. You can't do it within CRM.

  • Pamela Hassler
    Pamela Hassler
    Ninth Anniversary Name Dropper Participant Facilitator 1

    Stacey, I had out support team load the Name Format Global Change components into the catalog. The GC is available but when I ran a test I received the below error. Can you tell me what could be wrong?

    Unable to create CLR type for AppCatalog object: BrightVine.NameFormatGlobalChange.Catalog.NameFormat.NameFormatGlobalChange,BrightVine.NameFormatGlobalChange.Catalog
  • Stacey Segal
    Stacey Segal
    Tenth Anniversary Kudos 1 Name Dropper Participant
    Hi Pam,

    Looks like something is missing from the file!

    I'm going to email you a link to download a new version with the missing item.

    Thanks for letting me know so I can fix it!


    Stacey

  • Ellen Gee
    Ellen Gee
    Ninth Anniversary Participant Facilitator 1 Loyalty Badge

    Hello Stacey,

    It appears that your link requires a login. How do I get access to your free global change?

  • Judith Leichter
    Judith Leichter
    Ninth Anniversary Name Dropper Participant Facilitator 1

    @Ellen Gee You can ‘create new user’ when you go to the BrightVine page to be able to download the utility. If you need me to put you in touch with Stacey directly…LMK

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