Best Of
Re: Bug? Entire School Level - Grade levels grayed out; not letting me edit or add courses
@Nathan Ong I had what might be a related issue: I was trying to make an edit to an existing course but got an error message. After contacting Support, I learned that there was a system change and that the Grade Level checkboxes were changed to be required on Courses. If you attempt to edit an existing course (for example, trying to change the "Print on transcript" setting) where the course previously did not have any Grade Level boxes checked , Blackbaud will not allow you to save your updates until you have checked at least one Grade Level box.
(Blackbaud added an asterisk in the Course Details box to indicate that Grade Level is now required, but if you're editing another Course section like Settings, you might not even open that, so there's no way to have known that the grade level also has to be set for changes to be saved.)
I may have missed it, but I went back to look through both the Course help info and the Dec 10 announcement about the Courses and Departments refresh, but didn't see any communication that Grade Level is now required for Courses. If Blackbaud requires a field to be set before Course changes can be saved, the system should display a clear message specifying the required field(s).
Re: Copy Query JSON
@Ben Lambert
I use ad hoc query almost exclusively. Main reason is to not rely on a saved query in RE (in case someone ignore all the warning in query name and description that say don't modify don't delete use in automation, yes, while the query can be saved using option that does not allow change, any RE admin have right to all queries, and can accidently delete).
I wrote a post a while ago before the “Copy JSON” button was available: https://community.blackbaud.com/forums/viewtopic/491/66976
while you don't need to do the same anymore, it mentioned all the properties that can be deleted (i.e. “type”, “category_id”, “others_can_execute”, etc) as it is meaningless to an ad hoc query.
There is also one type of automation that you can only use Adhoc query, which is one where you want dynamic-ness in the query criteri/filter/sort. For example, in the event page, being able to run query against this specific event to display this event's information. You will need to get the context_id for the event and dynamically generate the JSON that filter on event system record id = the event page you are on.
Re: ACH Files and Payment Remittances
@Kevin Brazell Thank you for the tip about the little bell. I did find my download there!
Re: ACH Files and Payment Remittances
@Jodi Moore
I was reading the update, and it seems the finished checks or efts, should have a notification, the little bell in the top right, and you're able to download the eft file there once completed. Do you see them there?
Re: Financial Edge NXT EFT format
@Joseph Dahlbacka
I would suggest not mailing out the EFT notices. Just email them. Save paper and postage.
Our bbcon 2025 keynote speaker is...
We couldn’t wait any longer to share our bbcon 2025 keynote speaker with you!
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At bbcon, you can expect Adam to bring insights from his book Hidden Potential to life. He will show you how to energize your teams, build smarter strategies, and foster a culture that fuels unstoppable social impact. Don’t miss out on this unforgettable keynote!
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Re: Batch commit/approval reports
@Janet Davies there are multiple posts in the ideas bank about this topic. It stuns me that Blackbaud did not include this important reporting step into the process from the beginning. Every single nonprofit receives donations and enters them into Raiser's Edge, and omitting critical check and balance reporting functionality is a huge miss.
Hopefully this link will work to show you many of the ideas so you can vote on them. Note that you will need a different username and password for that website.
Re: Have you seen the new Status of fundraising in the AI Era?
@Elizabeth Johnson This is really interesting - just doing a quick view of the assessment and we are towards the low end - developing. Lots of things that I'd like to implement to bring us up.
Re: Share your ideas: bbcon 2025 Call for Speakers
@Crystal Bruce We would love to attend sessions about Enrollment Management. Specifically, Applications, Contracts and Checklists.
Re: Have you seen the new Status of fundraising in the AI Era?
@Elizabeth Johnson Looking forward to doing this assessment with our team. From my perspective we are on the low end of developing. With new software, doing well on automation and moving foward in other areas.
