Inactive Proposals

Options
J Baumann
J Baumann ✭
Ancient Membership Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Has anyone found a way to UNCHECK the "display inactive proposals" check box on the Proposals Screen of Prospect for the entire database, i.e. ,to have the default view be the box unchecked?


Apparently - after 15 minutes in the Chat Queue, I learned there is no way to change this, except on every individual Proposal screen.


The Idea Bank has this idea posted: "Ability to Globally Display Inactive Proposals"  https://re7.ideas.aha.io/ideas/RE7-I-1779.


Please add your vote to this idea!  Thanks!!
Tagged:

Comments

  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    I thought this was a sticky box (i.e. it stays/sticks however it is when the most recent record was saved & closed).  But I just went to look, and it's not.  Nor is that box in User Options or Business Rules that I can find.  Something for the RE Idea Bank.  (Come back and post a link once you add your Idea, so we can easily find it and vote for it.)


    In NXT, the default is unchecked...also not sticky.  =(  I know that one, because it will say there are 2 Proposals, but only show 1...until you check the box to Show Inactive, and then they both appear.
  • Tom Klimchak
    Tom Klimchak ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Same is true for the "Show inactive phones and emails" checkbox on the Bio1 tab. Drives us crazy... We're cleaning up thousands of records and all those extra little clicks add up...

    J Baumann:

    Has anyone found a way to UNCHECK the "display inactive proposals" check box on the Proposals Screen of Prospect for the entire database, i.e. ,to have the default view be the box unchecked?


    Apparently - after 15 minutes in the Chat Queue, I learned there is no way to change this, except on every individual Proposal screen.


    The Idea Bank has this idea posted: "Ability to Globally Display Inactive Proposals"  https://re7.ideas.aha.io/ideas/RE7-I-1779.


    Please add your vote to this idea!  Thanks!!

     

  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    Thomas, this doesn't work for Proposals, but it does for Phones.  If you are working in a Query, open a record, check that Show Inactive checkbox in the Phones Grid, and then instead of Save & Close and then opening the next record, cycle thru them using the Previous/Next Record commands.  The box will stick until you close that "series" (for lack of a better term) of records.  However, RE treats the Show Inactive checkbox on an Org record as different than the same checkbox on an Ind record.


    Also, you can select which Phones Tab a record opens to in Tools > User Options > Records > Phones.  That can come in handy.


    If I'm not making sense, let me know and I'll do some screen shots in a bit.
  • Tom Klimchak
    Tom Klimchak ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Ahhh, we were just going into records here and there as we spotted them then saved and closed the record and went on to something else.  In that case the "Show inactive phones and emails" doesn't stay... But, yeah, the query thing DOES work (whew!)... didn't know about that.  Thanks! yes

Categories