As of April 17, 2018, this site is now in read-only mode. To start new Blackbaud Developer’s discussions, you will find Developer Discussions in the Blackbaud CRM Community.

To post or respond to Blackbaud Community discussions, you will have to login using a login. Learn how to login here. If you have questions or need assistance, please email

1.7k questions

3.2k answers

401 users


1.7k questions

3.2k answers

401 users

I feel like I've seen information on this topic somewhere but I'm coming up empty.

We'd like to be able to allow searching a separate dataset for a constituent if they are not found in CRM.

In our case, if a gift from an employee comes in and the gift entry person enters their employee id, either from a gift or constituent batch, (which is stored in an Alternate Lookup ID), if they aren't found, then we'd like them to be able to easily add the employee as a constituent from a separate custom table.

I'm pretty sure we could create custom forms to achieve this, but I feel like I heard something like this referenced that it might not be quite as invasive. Am I imagining this? Has anyone done this sort of thing?

Clever workarounds are also welcome ;-)

Thanks very much,


asked by mitchgibbs (153 points)

I don't quite follow what you want to achieve. Is it that you want to run a duplicate check that checks different tables?

Please log in or register to answer this question.