I tried receipting a pdf version for a stock gift and do not see the gift amount on the receipt. Can someone let me know why?
We are getting ready to take SP36 at UNC Chapel Hill. We have heavily customized CRM and are looking to hear from others who have taken SP36. We have the What's New notes for SP36, but want to know if there were particular Gender field and code table issues found that were not mentioned in the documentation, issues with…
Which orgs and teams are exploring Azure AI functionality with a focus on integration with your CRM database? I've got some neat ideas for chatbots, reporting, prospect segmentation, interaction/constituent history/profiles, possibly natural language querying of the database but I'm stuck trying to determine how to…
In the EFT/Direct Debit file Generation, it requires that commitments' (Pledges, Recurring Gifts) need to have the Payment Method Direct debit. The revenue batch created is populated with the payment method of Direct debit. Everything from this point processes fine. But when we get to the point of attaching a batch to a…
Hi All, Our organization has been trying to work with Bluefin in order to implement their P2Pe solution but have experienced challenges in receiving timely responses from their staff. Is anyone else out there working with any different vendors for P2Pe entry that integrates with CRM?
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…
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