Did you know you can set up pop-up alerts on Constituent, Gift or Action records?
While entering gifts in batch, for example, you want a notification alert when a board member or volunteer gives a gift.
These are called ‘user defined rules’ and Blackbaud describes them as:
“A user defined rule is basically a query that runs automatically when opening a particular type of record: Constituent, Gift, or Action. If the record satisfies the query’s criteria, a pre-defined message appears to notify the user.”
To set up pop-up alerts that a Constituent is a major donor, you can build a query looking for everyone who has given at a certain level, or has the specific attribute you may use to denote major donors. Using the instructions below, set up your pop-ups, then anyone who meets the criteria in your query will have an alert come up when you open or try to add a gift to their record that can say “This constituent is a Major Donor.”
From the Blackbaud support site, setting up pop-ups:
How to add a new User Defined Business Rule:
In Configuration, select Business Rules
At the bottom of the list, highlight User Defined Rules and click Constituent, Gift, or Action
Click New Opening [Constituent] Rule for a constituent rule or New Adding [Gift/Action] Rule for a gift or action rule. For example, if selecting Constituent in step 2, click New Opening Constituent Rule
Enter the rule name
In the Query Name field, search for the query or create a query of the records that should have the rule. This query should be dynamic
Enter the message that should appear when the record is opened
Select any other options and click OK
Want a more in-depth tutorial of how user defined rules can help you? Or how to set them up?
Contact me today!