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…
With several list builders on one tab in CRM. They all start running as soon as you click the tab. Is there an option to not run until the user wants it to run. AND as a side question when you click on page 2, it would appear the whole sql starts running again instead of just showing page 2 and takes the same amount of…
Hi I have built several successful integrations in Power Automate using the SKY API and SKY API connector. However the next integration I am building needs to add a Revenue Attribute and there is no endpoint for this in the SKY API We already have a standalone integration which does this via a SOAP API. However, when I try…
What is the best practice for ending a Contact Relationship? Do you find it sufficient to simply add an End date to the Relationship record, or do you also uncheck the "Is Contact" box. Are their functionality impacts either way, i.e. if you leave the Contact indicator as is and therefore you should take that extra step;…
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 March 25, 2026 If you have already registered for prior meetings no need to register…
How does CRM know so fast that a record has revenue and cannot be deleted and sends back the message → This constituent has associated revenue and therefore cannot be deleted. I would like to know how and what is being checked so I can also use this check myself in sql code. When I get this message I look in all revenue…
When batching checks, the check date, check number and post date fields are now greyed out. How do I get access to these fields?
We have now released version 4.0 SP41 Hot Fix 2 (4.0.186.4108), 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 hot fix contains: Fix to the EFT Payment…
Hi, New to the forum but thought I would ask my BBCRM peers if there are ways to save automated (scheduled) exports to specific SFTP folders or network shares? We are hosted. I saw a few references in past discussions, but they were not clear. Thanks in advance, Nigel
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Great news! We’re extending the submission deadline—but not for long. Our bbcon Call for Speakers is now open until March 12, and this is your final chance to submit your proposal to speak. Bring your ideas to the Blackbaud community and help shape conversations that matter. Submit your proposal now and, if…