Best Of
Re: Project-based Database Consultant Needed
Great project, but you buried the lede:
Handle migration of new families from SIS (Powerschool) to RE, including homerooms, contact info, etc.
That part seems a little out of scope for how the project has been defined throughout the rest of the post and could (potentially) be a separate project in and of itself.
Re: Creating a constituent batch - no longer an option?
Webview never had the ability. I'm honestly not sure if that is something that will move to webview, but I do hope so!
I'll start rallying the support behind the idea in the Idea Bank.
Please note that the idea bank looks exactly like you're in the community until you want to vote or comment on something. It requires an entirely different username and password, which can be clunky.
Re: Soft Credit not applied when donation came in through NXT donation form
- Did you identify this issue AFTER you had committed/approved the batch? It won't show up on the spouse's record until after the batch has been approved. If you have not yet approved the batch, go ahead and approve it and then let us know if it shows on the spouse's record.
- If you already approved the batch and it is not showing I would check to see if BOTH spouses have the Automatically Soft Credit box checked. Sometimes only one does and that can create confusion and inaccuracies, for sure!
- If both spouses had the box checked at the time the batch was approved and the gift is not appearing on the spouse's record I recommend contacting support.
Re: Blackbaud Raiser’s Edge NXT® Query: Small Enhancements, Big Efficiency Gains
I sat in on a webinar that said that the database view would sunset Q1 2027. Now the most important feature will be gone an entire year before that??? It was only introduced recently to webview. I don't think Blackbaud is prepared for the vitriol this will create within its user community.
Re: New Google Classroom Integration??
The Google team gave the 9/1 date a few weeks ago. It is not inconceivable they didn't account for the holiday. I'll ask and let you know what I hear.
Re: Constant Contact users in the UK
You may want to cross-post this on the UK specific RE NXT group on Facebook: https://www.facebook.com/groups/UKREusers/
Re: Power BI - Record Limit
@Suzie Capps , great suggestion from @Shaun Germany . Typically, folks find there is data they can get from Query that they can't get from the connector.
Additional thoughts:
- For the Power Automate route, even Power Automate has a limit on the size of .csv file that can be created from the Query results, so it can be necessary to break the data pull into smaller record sets and then combine all like-shaped files in a SharePoint folder connection from Power BI. Maybe 3 years of records is not large enough to be a problem.
- For the custom connector: You can pull in a private or public gift LIST instead of all Gifts. Create a list in the Raiser's Edge that is filtered for the past three years and choose the list in your connector instead of all gifts. This will filter before the data gets to Power BI, which is the caution Alex mentioned.
Your Ultimate Guide to Blackbaud CRM at bbcon 2025
Whether you're a seasoned Blackbaud CRM user or just beginning your journey, bbcon 2025 is your destination for innovation, inspiration, and connection. This year’s conference is packed with sessions and experiences designed to elevate your Blackbaud CRM expertise and empower your organization’s mission.
We’re thrilled to share Your Guide to Blackbaud CRM Sessions and Experiences—your roadmap to everything Blackbaud CRM at bbcon. From AI-powered insights to hands-on tips and transformative customer stories, this guide unlocks the full potential of your bbcon experience with a highlight of Blackbaud CRM-focused sessions.
🔍 Session Highlights You Won’t Want to Miss
💡 The AI Advantage Panel
Explore how AI is reshaping enterprise fundraising in Blackbaud CRM with leaders from Blackbaud, Microsoft, Georgia Tech Foundation, Save the Children, and University of Arizona Foundation.
⚙️ Streamlining Success at Syracuse University
Discover how Syracuse transformed access and adoption in their Blackbaud CRM environment through centralized tools, system integration, and user empowerment.
📊 Charting a Smarter Data Management Course with USNA
Dive into data governance strategies with the United States Naval Academy Foundation and BrightVine Solutions. Learn how external tools and automation are driving data excellence.
🎯 Lead with Purpose: Shriners Children’s Prospect Referrals & CRM Mastery
This two-part session blends strategic innovation from Shriners Children's Hospital with practical CRM tips from BrightVine Solutions. Discover how the Prospect Research & Management Team at Shriners Children’s tackled the challenge of delivering a steady stream of qualified donor referrals, followed by an overview of powerful tools to elevate your Blackbaud CRM experience.
🔄 Change That Transforms: Seattle Children’s CRM Implementation Story
Gain insights into change management through Seattle Children’s three-phase CRM rollout. Learn how feedback and adaptability shaped their success.
🚀 Unleashing the Velocity of Data & Automation
Hear from World Wildlife Fund, Boston Children’s Hospital, and Zuri Group on how data automation is transforming CRM operations and driving efficiency.
🔐 Global Privacy Compliance and Your AI Roadmap
Stay ahead of global privacy laws with expert guidance from BrightVine Solutions and Blackbaud on data governance, donor rights, and compliance strategies tailored for nonprofits.
💸 From Standard to Optimized: Blackbaud Donation Forms
See how smart donation forms can boost engagement and revenue. This session offers live demos and actionable tips for Blackbaud CRM, Raiser's Edge NXT, and Altru users.
🤝 Blackbaud CRM User Group: Connect, Collaborate, and Elevate
Join your peers onsite for an interactive session focused on sharing best practices, solving challenges, and building community. Whether you're new to CRM or a longtime user, this is your space to learn and lead.
📅 Coming Soon: Networking Events
Stay tuned for details on exclusive Blackbaud CRM networking opportunities.
Soft Credit Missing When Adding Gifts Through API
When using the API to enter a gift in RE/NXT, I noticed that even if the option "Automatically soft credit this individual for gifts" is checked, the soft credit is not always applied to the gift.
Has anyone else experienced this issue?
Re: What is your favorite part of your job?
Ha! I love that they call it Roger's Edge!