We invite you to connect with peers and experts by joining the next Blackbaud CRM User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users, our next meeting will be held on April 29, 2026 If you have already registered for prior meetings no need to register…
What/how do people issue donation receipts and/or year end tax statements? Email, snail mail, portal? It seems this discussion resurfaces every year within my organization and nothing gets resolved. Donation information in a service center usually only shows info for credit card/ACH recurring giving, so would need to be…
Starting in March, we’re introducing a new monthly series designed to keep you closely connected to progress and innovation in Blackbaud CRM. InsideTrack for Blackbaud CRM provides a direct, consistent way to hear the latest updates—straight from the team building the product. Each session delivers clear insight into…
I'm wondering if anyone else is using Ovrtrue. We are working on a data integration with Ovrture and one of the questions I am curious about is how others handled households.
We're working on testing service pack 40 in our non-production environment and we've noticed some slowness in pulling revenue heavy data operations. I'm wondering if anyone else is on service pack 40 and has experienced any similar sorts of performance issues, thanks.
Hello! Leadership has asked us to quantify all donations year-to-date within specific categories and ensure they align with what our Finance team reports for financial aid. One challenge we encounter is timing differences—Development records gifts when they are entered, while Finance recognizes them when the funds are…
Hi all! Our team is looking to see if there is a better way to link family relationships and add emergency contacts within the contact card. While we are a relatively smaller school, I find it hard to believe that larger institutions touch so many parts of each candidate's account multiple times. For example, we have a…
Is there a way to Delete a Matching Gift on a Payment under the Matching Gifts tab — for example if you link the transaction to the wrong Matching Gift Organization. I see you can Edit it, but not Delete (unless that's under some special Administrator Role). Or do you have to Delete the entire Payment transaction and start…
Has anyone adapted the CRM to capture, track and integrate components of a blended gift opportunity. Is anyone willing to share their current process? My initial review speaks to most orgs creating separate opportunities per ask with adaptation of the process to be able to group the opportunities - what I am interested in…
We have now released version 4.0 SP42 (4.0.186.4207), and it is available for download here. If Blackbaud hosts your database, please use the CRM Cloud Portal to self-deploy the hotfix to your lower environments. To deploy to production, file a request with Support. This service pack contains: Blackbaud Enterprise…
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