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.
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…
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…
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
Our school tracks teaching certifications yearly. Currently this is managed in an external spreadsheet. Is there a way to add this information to a faculty user record. I see where we can add an admin publishable field, and right now that has been my only solution. Does anyone manage and keep certification information for…
At my organization, we have previously been sending mailed acknowledgement letters to anyone who gives via check. Anyone that gives online has only received the automatic email following submission of their gift. That automatic email was formatted to be basically identical to the mailed letter. Now leadership is asking,…
There is an inability to Delete a Constituent if it is create in error and a Transaction is processed against it. Unless it goes through the Merge Utility (i.e. was a duplicate), even if the Transactions are removed from the Constituent cannot be Deleted, even if it serves no function (see article below).…
What is the best way to display the total/summary of a write offs per pledge? I would like to include this field in a query and not run a report.
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