What's New (October 20)

Here's the latest in Blackbaud Church Management! 

Lists
To simplify the experience of refining criteria to apply to your lists, you will now be able to pick filters to narrow down your results, set default filters so that each new list appears with your most used criteria, and quickly clear filters and filter values.

To select filters, select Choose filters and mark or clear the checkbox next to the criteria of the records to work with then select Apply changes.

Tip: To select filters that always appear at the top of the list when you open a new list, you can set default filters. Select the checkboxes next to the filters you want to make default and select Set as default filters. If you choose not to set default filters, then commonly used filters based on the list type will appear at the top for you to easily set values for.

When you apply filters, they appear at the top of the list. Select the filter to choose its values then select Apply filter.

To reset a value for a specific filter, choose the filter at the top of the list and select Clear filter. To reset all filters to their original values, select Clear all values and confirm that you want to remove the values you selected.

Note: No filters will be removed from your list, just the values you applied.

In addition to a simplified filter experience, we’ve also made updates to individual filters to make them more robust:

• You can now specify the last amount of days to filter by when you apply Gift date and Post date. Previously, you could only select to filter on the last 7, 90, or 365 days.

• When you filter by Age, you can now narrow constituent records by more options. For example, you can now choose to view records of congregants who are equal to or greater than 18 years old. Previously, you could only filter congregants within a range of years.

• If you select to filter gifts by Batch number, you now have more options for which gifts to include. Previously, you could only include only gifts that started with or were equal to the number you entered.

For more information, see Lists.

Volunteers
To help manage attendance for volunteer opportunities and ensure your church’s events are fully staffed, you can now send volunteers emails asking them to confirm their availability. When a volunteer receives your email, they can confirm or decline their attendance, and their participation will be updated on the opportunity record.

From the opportunity record, select Email under Volunteers and choose to send a confirmation email.

• To show where the email came from, enter an email address. For example, use the generic mailbox for your church.

• To show who sent the email, enter a name. For example, include the name of the youth minister or the pastor.

Tip: To learn how to avoid SPAM traps and show mailbox providers that your domain is a legitimate sender, see the industry best practices in our Email Resource Center.

Confirm the content of the confirmation email from the email preview. The email's text includes details such as your church’s name and the name and date of the volunteer opportunity. Select Send email.

Note: The number of recipients represents the total number of volunteers on the recipient list at the time you select to create the email. If a change occurs to the list while you compose it, such as when a user's email address is updated, the list remains the same.

For more information, see Opportunity Records.

Constituents
Identify potential duplicates when you view a constituent record -- To help you address duplicate constituent records, you now see potential duplicates when you view a constituent record. When there is a potential duplicate, you see an alert.

Select Compare now to review some details about the potential duplicates, including the matching score and what categories they matched on (name, address, email address, or phone number).

If you're sure the records are not the same constituent, select Not a duplicate. To review them further, select Compare records, which shows you each record side by side. This is the same way you view potential duplicates when you review them under Tools, Data Health. There, you can determine if the records are duplicates and, if they are, how you want to merge them. For more information, see Identify Duplicates.

Sort relationships on constituent records -- To help you more easily find the information you're looking for, you can now sort relationships when you look at them on constituent records. Under Relationships, select Sort by and choose your sorting preference. Previously, the relationship list had a fixed order and you could not change it. For more information, see Relationships.

Donation forms
Include Apple Pay on donation forms -- A digital wallet is a service that saves a person's payment information so they can effortlessly complete payments from trusted devices. To give congregants more wallet options, Apple Pay is now available in Blackbaud Checkout for donation forms. Before you use it, you must download a zip file and place it on the root domain where you host your forms. The file triggers an automatic registration process with Apple Pay that can take up to 24 hours to complete. For more information, and access to the zip file, see Digital Wallets.

Add dividers on donation forms -- To define separate sections within your donation forms with horizontal lines, you can add dividers and style them to match the overall look of your website. From Tools, Donation form designer, add or edit a donation form. Under Form, select Content, Divider in Form Designer and move the divider to a location on the form. To style, select Style, Divider in Form Designer and change the line type, thickness, and color. For more information, see Donation Form Content.