My organization is preparing to implement Paciolan's PACFund feature to enable users to purchase event tickets and make donations. Currently, we use Blackbaud CRM as our CRM system, and most donations are processed through Blackbaud BBIS donation forms. We need to sync donations from Paciolan into Blackbaud CRM. While we…
We have recently migrated to BB hosting and are running into issues with the automatic rotation of connection strings to the read-only database every 60 days. We have implemented Azure Key Vault to make this process a bit easier, but it still requires a manual change on our side each time this happens. The rotation happens…
Can anyone recommend an outside consultant who can migrate data from another CRM into RE?
Hello, Has anyone found a way to pull BBMS processing fees from with CRM? either by a query, Infinity SDK, or within DB itself? I'm assisting a customer who would like to charge the fee to the department that received the revenue at the time of the payment/gift/revenue transaction. If not, ideas on how you accomplish…
In a recent service package upgrade (SP 37) a bug was fixed allowing non-admin users using custom authentication to generate Event Seating Reports. I am able to run as those users and generate the report (which shows registrants and their seating assignments). End users are not able to generate the correct report. Instead,…
Hi all, We currently have OKTA SSO setup for our non-prod environments and we now have this SSO change coming, which doesn't mention OKTA. What do we use instead? Also, can our production environment be setup for one configuration (Prod OKTA) and the non-prods setup in another (Test OKTA) or do they all inherit the same…
Due to BBCRM not having a ‘Web’ or ‘Social’ Channel Package, we have been having to choose only from phone, email, and mail, which inaccurately represents the channel for these packages. This then leads to an incorrect “Channel” when the Marketing effort is built and thus false reporting for incoming gift attribution. What…
For a fund, under financial information, negative currency is throwing an error: I can add the negative value directly in SQL but from the front-end it displays the error: Book value start cannot be less than $0.00. How do I allow the users to be able to add negative values for these fields? Thanks, Kathy
Hi all Struggling to see where the list of future release dates for CRM and BBIS are documented Is this available or do we have to contact support to get this information? Thanks Kathy
Hi BB CRM community! University of Michigan is doing a proof of concept using BBMS SkyAPI to provide wallet payment on non CRM/BBIS applications. While we could create and pass transactions using the BBMS SkyAPI we would like to have the transaction information still going into our on prem CRM/web donation transaction…
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