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!
Wondering if anyone else requires point and time reporting (end of FY, previous month, end of campaign) and solved it in a way that does not require you to keep a backup of your CRM DW? OSU would like to get away from this strategy.
Curious if others are running into this as well, when a support case becomes more complex and spans multiple emails back and forth the case notes can get pretty hard to follow. Each note often includes the entire email thread from prior responses, so you end up scrolling through a lot of repeated content just to find what…
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 April 29, 2026 If you have already registered for prior meetings no need to register…
What/how do people issue donation receipts and/or year end tax statements? Email, snail mail, portal? It seems this discussion resurfaces every year within my organization and nothing gets resolved. Donation information in a service center usually only shows info for credit card/ACH recurring giving, so would need to be…
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…
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