Opportunities Dashboard Disable Filter Options

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Gayle Bendoris
Gayle Bendoris ✭
First Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion

I am in the opportunities dashboard that RE provides and I want to limit the options showing up on the drop down menu. I have already changed the table to inactivate them so nobody can choose them when entering data but they keep showing up in the dashboard. I know users can just not check them but I prefer if they were not available at all. I thought maybe they were showing up because they had been chosen previously but that is not the case because I chose for example “strategy set” and it shows 0 on the dashboard. Does anyone know if it is possible to disable the highlighted options below? Thanks!

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  • Alex Wong
    Alex Wong ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Gayle Bendoris
    unforunately no.

    to remove from the dropdown, you need to remove the table entry altogether, inactivate won't help

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Gayle Bendoris - How long ago did you make the change in tables? If it was less than 6 hours ago, I recommend checking back later. If these are still appearing, you can rename the inactive entries by adding a 'z' at the beginning of the entry to move these to the bottom of the list.

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