What's New (April 12) 8304

What's New (April 12)

Published

Happy Tuesday! Here's the latest in Blackbaud Church Management:

  • Improvements to child name tags for check-in
  • Set header height for registration forms
  • Update to automatic matching criteria
  • Update to default country and phone values in donation forms
  • Update phone types for registration forms

Child Check-in
Based on feedback from the community, the first name printed on child labels is now larger and easier to read from a distance.

nf-classlabels.png

Registration forms
Set header height for registration forms -- You can now update the HTML embed code for an online registration form to include the height of the page’s header or overlay so that the form scrolls properly when registrants enter their payment information.

From an event record, under Online registration forms, add or edit a form. Under Publish, HTML to embed on your website, select Copy. Next, add the code to a page on your website and update the value for window.BB_REG_FORM_HEADER_HEIGHT

nf_reg_form_scroll.png

Update phone types for registration forms -- Building on a recent change to standardize data from forms, now when you set a phone type that uses a North American Number Plan (NANP) format to display phone numbers, the phone type also applies to registration forms. Previously, this setting only applied to donation forms.

From Tools, Settings, Phone mapping, select Update under NANP for the mapping to use. For more information, see Phone mapping.

Note: Admins! The phone type selected for NANP applies to all countries using the NANP. Under Other, you must select a phone type without a format for all countries that do not follow the NANP. In the database view, you set phone types and their formats from the Phone Type category in Tables under Configuration.

Phone type

Constituent matching
When someone completes a form or portal/MobileMission transaction in Blackbaud Church Management, gives through JustGiving, or creates a JustGiving fundraising page, Blackbaud Church Management uses the constituent information to search for an existing constituent record to update before it creates a new one. To reduce the number of duplicate records created from automatic matching, Blackbaud Church Management now uses constituent addresses to identify existing records. Previously, the matching criteria only included names and email addresses or phone numbers.

Also, to prevent errors when a Jr and Sr share an address, if a person’s name includes a suffix, the existing record must also include the same suffix. Otherwise, Blackbaud Church Management creates a new record.

For more information see Automatic Constituent Matching.

Donation forms
To better serve donors, the default values of the country and phone fields in donation forms now match your organization's country. Previously, donation forms would honor the browser's default country setting.


Leave a Comment

1 Comments

The Automatic Constituent Matching link goes to an error page.

https://www.blackbaud.com/404

Sorry about that! The link is fixed now. :)

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