Manage Search List Replacements

To better meet the needs of your organization, you can replace a default search list with another search list. For example, you can replace the default constituent search list with one that uses only the lookup ID to select a constituent. To add and manage replacement search lists from Administration, select Search list configuration. On the Search list configuration page, select Manage search list replacements. The Search List Replacements page appears.

Under Search list replacements, you can view the replacement search lists configured for your organization. For each search list replacement, you can view the original default search list and its replacement search list. You can also view the record type associated with each search list replacement. To view only search list replacements of a specific record type, select Filter, select the record type to view, and select Apply. Only replacements of the selected record type appear in the grid. To remove the filter, select Reset.

Note: You can use an existing search list to replace a default search list in the program. To meet the needs of your organization, Blackbaud Services or your system administrator may also add a custom search list to use as a replacement for a default search list.

From the grid, you can add and manage search list replacements as necessary.

Note: If you add a constituent attribute category and select “Constituent record” as your data type, you can select a search list for users to select constituents as the attribute values for this category. If you change the default search list or create a custom search list to use, you must also change the search list for the attribute category.