Connect with other Blackbaud customers, discuss best practices, and get Blackbaud product updates.
Hi all, We have a call center that processes credit card donations from donors. We are a BBCRM/BBIS hosted client, and currently our call center staff uses a dedicated BBIS donation form. We are looking to change this process and have our staff directly process the gift in CRM. On the BBIS form, the staff member enters the…
We have recently migrated to BBCRM and are in active development moving from the MVP state we went live with. There is a huge amount of work going on to configure new sections, utilise new functionality, roll out new and updated processes etc… We are currently looking at how we surface this information to the front end…
Hello BBCRM Community, The University of Illinois Foundation is exploring third-party deceased finder tools to enhance our current CRM workflow. We currently use the built-in Deceased Finder in Blackbaud CRM and run it periodically. However, we're interested in API-connected solutions that can: Provide more comprehensive…
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…
It looks like you're new here. Sign in or register to get started.
