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Hi everyone,I am looking for some guidance on how to handle file attachments when creating interactions using the Blackbaud CRM SKY API.Specifically, I need to know the correct workflow for uploading a physical document (like a PDF or Word file) and linking it directly to an interaction record. Does the CRM SKY API support…
When adding associated revenue to an opportunity, recurring gift payments do not display. Pledges, donations, matching gift claims, planned gifts and even event registrations are available types but not a payment on a recurring gift. Does anyone know why this is?
We are exploring if there are opportunities to leverage AI within the Blackbaud CRM environment - one business use case is to help identify, segment, and classify constituents based on engagement, giving history, event participation, and other constituent attributes. Can any advise whether Blackbaud CRM currently supports…
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 October 14 after bbcon. If you have already registered for prior meetings no need to…
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 August 26 If you have already registered for prior meetings no need to register…
We deployed our new giving form at the University of Cincinnati Foundation back in June but want to follow that up with a survey to find out if there's any pain points with it or even compliments regarding the improvements we've made to it. Does anyone have any recommendations for a solution we could use to gather…
Dear all, Does anyone know whether it's possible, and, if so, how, to import Payments for Recurring Gifts into BBCRM from a CSV file, with Authorization Codes? We had a big problem with BBMS today, where it initially rejected thousands of RG payments, so they were deleted from our scheduled payments batch, then later it…
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 July 29, 2026 If you have already registered for prior meetings no need to register…
We are transitioning from Ellucian Advance to Blackbaud CRM, and one of the major hurdles for our gift processors during training has been learning the different terms being used to describe the same things. If you previously used Ellucian Advance and had the same issue, are there any resources you could share? If there's…
Has anyone added new columns to the Plan Outline grid under Prospects > Major Giving Setup > Plan Outlines? It is delivered but wondering if anyone has customized or modified the delivered?
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