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Thanks for joining the Blackbaud Community, we’re so glad to have you here! This is your space to connect with and learn from other users around the world, share your own expertise, get product news and tips, and so much more. I’ve put together some tips to help you get started navigating and using the Community platform…
The core of the Blackbaud Community are the discussions, where you can ask questions and share your expertise. Here are instructions for using the various posting features available and tips for how to create an engaging post. Posting 101 To ask a question or start a discussion, go to the category your question relates to…
There are a variety of ways that your community experience can be personalized based on the content you follow and the notifications you’ve set. For example, you’ll see followed content on your community home page. Following Discussion and Blog Categories Following discussions and blogs helps personalize your community…
You can @ mention members in a variety of ways in the Community. If you reply to a thread, the @ mention will be automatic! You can also type the @ symbol and the person's name. Notifications will go out at the top of every hour if you are specifically @ mentioned in a thread or comment. You can turn off being notified by…
Hi everyone, I’m looking for advice on streamlining our gift posting process. Currently, I’m manually updating each gift record by cross-referencing the BBMS Disbursement Transaction Report. It’s incredibly time-consuming to do this gift-by-gift. Does anyone have a workflow or tool to automate the posting of these gifts to…
Description - Run Blackbaud Education Management List jobs based on items in a SharePoint List, retrieve results, and save results as CSV files in SharePoint with error notifications if failures occur. Use cases - Use this flow to quickly add and remove Education Management List IDs or change save locations with easy…
Hi everyone, I have been working on an expansive Power Automate flow regarding updating constituent information, combining 2-3 flows together separately, that work together. It was working great, but it had been 2 weeks since I last tested it and I keep getting this error once the flow starts to speak to the RE NXT…
Manage the monthly financial close process as well as additional accounting responsibilities and processes which cross business teams as an Accounting Consultant for UnitedHealthcare Children's Foundation (UHCCF), a 501(c)(3) charitable organization. This role will challenge you to leverage your broad financial skills and…
Has anyone figured out how to build a donor giving pyramid in Dashboard Builder with the current limited attribute filters and fields that are available in Insight Builder? We currently export a standard report for our executive team which breaks down the number of constituents with annual giving at specific levels. The…
Parents often will start an application, or even just put in their child's name as a candidate, and then stop for whatever reason. Since they haven't completed a step on any admissions checklist, the system puts them as "Needs Checklist". We are fine assigning them the checklist, but we'd like them to have a clear status…
My manager wants to personally call each donor who gave over $1,000 in a month. Is there a way to schedule a report for my manager that arrives on the first of each month listing all $1K and up donors from the previous month? It's easy to create the query or list, but I'm not sure how to automate sending the report on the…
We had to request a backup copy of our database recently for a deleted record. I'm trying to get back the attribute/custom fields. By process of elimination I was able to figure out 5 of the 10, but the remaining 5 have no text or comments in the fields only the Attributes ID and Attribute Types ID. Anyone have any magic…
Hi there! Is there any chance a ninja out there could tell me where the NXT Opportunity/Proposal likelihood is displayed in RE and where the RE Proposal/Opportunity reason appears in NXT? I hope they align. Any thoughts? Thanks so much, Missy Lide The College of New Jersey
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