Does anyone have a good way to track this?
Is there a way to view the newest KB articles? This seems to be where Blackbaud posts known issues, but doesn't expose them in a useful way to end-users. For example, it would have been great to know PAT users suffer a giant performance hit that will be fixed in the upcoming release. We only found out about it in the…
Hello - we have a demographic that could benefit from a “translator” function on our outgoing newsletters and event announcements. Anyone have a suggestion? Would prefer to use an app offered by BB. Thanks!
In the create award and budget box- Is there a way to have the drop down (Budget and Funding Source) when assigning a donation to only include the budgets for that particular location vs seeing our entire company's budgets. There are too many mistakes in our reports b/c an admin. chooses the wrong store locations budget.…
We went digital on Oct 1, 2024, and in an attempt to get more adoption of the digital card we will start implementing a $5 fee to replace a paper card if a physical card has already been printed (thus pushing them into the digital card for free!) How would we set this up so the revenue goes to Membership from daily sales.
Hi everyone! I'm currently in the planning stages for a month-long peer-to-peer (P2P) fundraising campaign and would love to get some insights from others in this forum. Has anyone worked with P2P fundraising software that you'd recommend for this type of campaign? I'm looking for a platform that's user-friendly for…
Does anyone have any experience in recording a Charitable remainder unitrust in raisers edge. What is best to record or best practices.
Hello, I cannot figure out how to pull a report from Altru to receive the registrants names, address, email address and other information to do a mailing. Am I missing something or is the best way for me to click into each individual and pull all that information from their profile in altru? Thank you!!
Hi all, I'm in the process of tidying up our acknowledgement process (and catching up after the recent exit of a colleague), and we have a template that pulls membership transaction information. Our memberships are set up with expiration dates that are the last day of the same month, but a year out (so a membership…
Hi there! When I receive a donation from a DAF or Foundation we apply the payment on that organization's record and then I sometimes soft-credit an individual who is responsible for the donation. I've noticed when I do this that the soft-credit shows on recognition history tab of the individual and the household records,…
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