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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?
Hi all, I've just edited the properties of our constituent interaction datalist so that it will display the Constituent Interaction View Form when a user clicks on an interaction in the datalist, by setting the ViewDataForm property. However, this now generates an error when we click on an "interaction" that's actually a…
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.
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