Looking for a recommendation for an outlook integration tool to CRM. Mainly used for fundraisers to help enter and edit interactions and steps on a plan. Anyone have a preferred vendor ?
Does anyone know what the deal is with the Dec/Jan AddressAccelerator? It's now the 26th of Nov, they haven't released the Dec/Jan AA yet, and the Oct/Nov AA will expire soon - with Thanksgiving coming up, I'm worried that we're not going to have a functional AA come Monday Dec 2.
I am in need of advice on utilizing the fixed asset module. What is the best starting point in setting up the fixed assets in this module?
Get excited...the Blackbaud Product Update Briefings are happening November 12-15th! Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member ideas. Register today for the Product Update Briefings and after you watch them we’d…
We have some constituent notes that our users would like to add via a Constituent Update Batch. Is there a way to do this?
When uploading a file from the “Workflow Entry Viewer” where we have files loaded in there, within the batch on the PaperSave tab we click to add a file and normally the “workflow entry viewer” refreshes and the file is auto attached. Lately this function seems to be disabled and now when clicking to add a window pops up…
We have a scenario where the household (husband and wife) are linked together as spouses. They requested to have recognition credit removed so that each can donate independently. We are having to manually remove the spouse within the receipting/acknowledgment process. We have unlinked them under relationship on the record,…
I'm attempting to get Fundraiser's to adopt NXT Work Center, and I'm having an issue managing Fundraiser Assignments effectively. It seems when I end assignments they still appear in the Fundraisers portfolio in NXT Work Center and in “Needs Attention”. Can I have them not appear there without deleting the assignment,…
Hi everyone, How can I pull a report of constituents with photos and bios without using crystal reports. No on my team is familiar with crystal reports. I tried several ways and when every time it's missing information or all of the pictures seem not to generate. Please help! Thank you so much! Chantel
Hello, I am trying to create a simple custom part type that is an exact copy of another part we already have in the system. However, no matter what I try when I go to create a part that inherits my custom framework part (type), it won't even display the settings it just gets stuck on a white screen trying to load the part…
It looks like you're new here. Sign in or register to get started.