Our foundation receives a lump sum gift from another organization but they provide detailed individual gift information for the lump sum. We want to soft credit each individual the amount they gave of the total but don't want to go one by one and want to import the details onto the gift. The individuals are always changing…
I'm trying to update prospects' funding interests (both adding new ones and updating existing ones) but I can't see how to do that in bulk. I've looked at global changes, Brightvine Data Link, and record operations and nothing's jumped out at me - hoping I've just overlooked it, as I have thousands to add and really don't…
Hello! Is there a documented process to clean up code tables? I'm familiar with NXT where I could merge codes in a table and they would reflect on all areas of NXT that code was used. In CRM I can't find an efficient place to do this. Thank you, Jovana
I've set up a new task, linked to a page. But it won't show on the Functional area page even though it's the same as others previously set up. I can see the page using the Test Page function, but can't get it to show. Help!
Is there a way to increase the limit for filter values as currently the tool does not allow more than 255 filter values?
I'm working with a large NGO on a migration to Blackbaud CRM and one of the pain points we have is that when we create export definitions the columns* sometimes have long, unintuitive names. (They also have an additional first column which we didn't specify called BUSINESPROCESSOUTPUT_PKID but appears to be a record ID.)…
I wanted to bring awareness to an issue mentioned in the below KB regarding One Click Unsubscribes and how they relate to email reporting /solicit codes in CRM/BBIS. Below is an example of a one-click unsubscribe that gets embedded into email clients. I was recently investigating how some constituents came to have global…
Hi everyone! I serve as an MGO and am helping us use more of the functionality of Blackbaud CRM as we grow. My question for the community was whether there was any published guidance from Blackbaud, or perhaps from another 3rd party that gives recs. on how to get the most out of Blackbaud from a user perspective, on when…
Hi. Is there a way to run an SSRS report through the C# code in a UI Model project? I was tinkering around and it looks like Microsoft has classes for running reports (Microsoft.Reporting.WebForms) but there are parameters/credentials required to utilize methods from those classes. Is there a way to pull these credentials…
Hi, my charity launched a new website 18 months ago and had hoped the agency we used would integrate our RE CRM so that things like online donations and mailing list sign ups etc. could be automated. Sadly, they have been unable to do as they promised and we're now left with some very manual processes, exporting data from…
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