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…
We are trying to find a way to drop a Blackbaud CRM-generated export file into an AWS S3 container. Has anyone worked with this? We're looking for an "out-of-the-box" or business process connector add-in solution to use an Amazon S3 Connector in the Blackbaud CRM. Thank you!
We have a correspondence process that produces letters based on a constituent selection. The ad-hoc query that the selection is based on is sorted by surname but the letters are not coming out in that order in the mailmerged document (I'm not really sure what order they're in - it doesn't seem to be by name, lookup ID,…
I am able to export from Visual Studio to an excel file as many as 400,000 rows from RDL while developing the report. But when the report is run in CRM, I can only export about 225,000 rows. Seems odd that visual studio can do it, but CRM cannot. Any ideas?
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