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 June 24, 2026 If you have already registered for prior meetings no need to register…
Hello there! I was wondering if there's a relatively easy way to generate and download a simple text file from CRM? Basically, I've got a query that returns a JSON text field and I'd like to make it easy for certain users to download that text file. Thanks! Rick
Wondering if anyone is using Velocity or any other process to integrate with HubSpot for marketing/email. If yes, I'd love to hear about the APIs you're using and/or any pitfalls you uncovered in your mapping or integration strategy.
Hi all, I’m trying to connect our BBDW to Microsoft Fabric, but running into this error: “Logon failed for login 'XXXXX_RPT_BBDWreadonly' due to trigger execution.” The same credentials work in SSMS and Power BI Desktop, but Fabric (direct, pipelines, gateway) gets blocked. We have also had the required IP addresses…
The Blackbaud Product Update Briefings are happening May 5-7! Blackbaud CRM™ is Tuesday, May 5th at 11:00 a.m. ET. (North America Session) Europe session Pacific Session Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member…
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 May 27. 2026 If you have already registered for prior meetings no need to register…
Hi everyone! We are exploring Cloudflare as a proxy to our self-hosted giving pages (proxy, WAF, bot detection, etc.). We've seen Blackbaud documentation saying this isn't supported, but are wondering if it's possible. We'd like to: - Apply security rules only to the public giving paths - bypass any other page paths (cms,…
We like to keep the US Congressional Districts updated on addresses for various advocacy campaigns but the process is hard to manage with all the redistricting. In the Data Tune-Up area of BB CRM, we are only allowed to have one Address Validation process (we receive an error message if we try to set up a second one saying…
We would like to reset a Constituent's BBIS password from CRM. Not all of our CRM users have access to BBIS so this would be a way of exposing that functionality without exposing all of BBIS. I was thinking of adding a child tab under Online Info on the constituent record with a record operation to call some password reset…
Hi there - was wondering if anyone is building reports and dashboards in tableau using data linked from CRM? Our team is in the process of making this transition and was curious how others have managed it. Thanks!
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