I am asking if there is a way to create a new Constituent Batch Template that allows me to update Name Formats
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
-
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:
1 -
Hi Pamela,
New batch template can be created via SDK. You can't do it within CRM.
0 -
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 0 -
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
0 -
Hello Stacey,
It appears that your link requires a login. How do I get access to your free global change?
0 -
@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
1
Categories
- All Categories
- New K-12 Community Home (TEST)
- New Higher Education Home Page (Test)
- New Impact Edge Community TEST
- New YourCause Community TEST
- New SKY Community TEST
- New Grantmaking TEST Community
- New Altru Test Community
- New bbcon Community - TEST
- 12 Blackbaud Agents for Good™
- New Raiser's Edge NXT Community
- 8 Blackbaud Community Help
- 222 bbcon®
- 1.4K Blackbaud Altru®
- 411 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 16 donorCentrics®
- 361 Blackbaud eTapestry®
- 2.7K Blackbaud Financial Edge NXT®
- 688 Blackbaud Grantmaking™
- 604 Blackbaud Education Management Solutions for Higher Education
- 3.3K Blackbaud Education Management Solutions for K-12 Schools
- 954 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 85 JustGiving® from Blackbaud®
- 7.1K Blackbaud Raiser's Edge NXT®
- 4K SKY Developer
- 258 ResearchPoint™
- 123 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 249 Member Lounge (Just for Fun)
- 40 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Closed) PowerUp Challenge: Grid View Batch
- 3 (Closed) 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
- 829 Community News
- 3.1K Jobs Board
- 57 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)