Best Of
Re: Mailing-Organization Address
@Ashley Petty First off you need to make sure the ORG records that were newly created have the contact in it done the right way. Meaning the IND relationship Tab in the General 1 tab has has the Last Tab Name, First Name, Title, marked as Employee if that is the case, the Contact Type, Box checked for Print Organization Name with Address, Position, Print box check if you want that.
In the General 2 tab, make sure you have the Primary Addressee and Salutation filled in.
In RE Mail, the ORG Address should be filled in like the following.
Re: bbcon 2025 - Is the investment worthwhile?
I think my favorite thing about going to bbcon is being with such a diverse group of peers who understand you and your daily work! Being able to brainstorm fixes to problems, ask experts really intense questions, and make those connections that serve you well over the years. I have made some lifelong friends and have expanded my professional network so much from going to bbcon!
Re: Mailing-Organization Address
@Sarah Fitzgerald I would never let Fundraisers create records in RE. Only myself and the database manager creates records and makes any changes, hence why our database is pretty much near perfect.
Re: Merge Constituent
@Aldera Chisholm is right here. You can only merge a record into the same type of record. Individuals to individuals, or organization to organization. I would also note that you can't merge non-constituents into constituents.
Re: create a pledge 404 error
Thanks Alex. The case number is 020332079. I corresponded with 2 different people, 1 said to talk to power automate support and the other said to put a message out for the community.
Re: Create an Exam Schedule for Attendance Purposes
@Lauren Marcus Eisenberg - I think I would approach this the same way we do our Middle School exams. This method works for us because we have an activity schedule set that meets everyday - Lunch. First, I would create activity blocks for each exam period. Since you have different subjects being offered in the same exam period, I would use generic names like Exam A, Exam B, Exam C, etc. I would then create an Activity, Upper School Exams and check “Record attendance". Under that activity, I would set up sections that correspond to all of the exams offered. So in your example, there would be a section 9th Grade History and another section, 10th Grade Science. These sections would meet during Activity Block Exam A. You then populate the section with the students who will be taking the exam, and the activity leader would be the proctor. If your exam administration is more granular and you don't have all of the 9th grade sitting in the gym at the same time taking their history exam, you can create sections for each room in which an exam is being administered with that room's proctor as the activity leader. You then go into the Daily schedule calendar, cancel all of the blocks that are not meeting that day. I then add a new meeting from Schedule Set “Lunch”, select the Block “Exam A” and enter the start and end times. The added beauty of this method is, that if you make these activities visible, students and proctors can see exactly where they need to be when on their schedule.
Hope that all makes sense. Please let me know if you have any questions.
Scott
Re: Merge Constituent
@Ashley Petty
Hi Ashley - perhaps one record is an individual, and one is an organization?
Aldera
Re: Sharing my Adaptive Card Template: Simplified Consent Management
@Dan Snyder Thank you for sharing this!
Event Registration
My apologies if this is a bit off topic. I really like the online event form but has that it comes in as a ‘one time gift’. I have used a workaround by initiating the fund to be a non-donation campaign, but really would like the option of choosing the gift type. We typically use ‘other’ for other income. We do the same for our little merchandise sales. Will this change soon the wear we can choose the gift type?
Re: Merchant Services
@Anne Swearingin
Might want to check with your bank for more info on who is charging you, and if it is Blackbaud, then go to your account rep.
