Does anyone know of a way to tap into/customize "Merge two constituents"? We have custom email opt-ins that we'd also like included into the Merge but the only way we see how this could be done is to alter "USP_MERGETASK_CONSTITUENTEMAIL". Which is not a recommended solution. Thanks!
This week's maintenance was scheduled for Saturday/Sunday for all geo locations. When it was rescheduled, it is now scheduled for between 3pm and 7pm Australian Eastern Standard Time today (Tuesday 21st May 2024). Obviously, these are business hours for Australian clients and for other clients in Asia Pacific. May is the…
Is anyone else using Constituent Batch to create new records? The batch template still points to the old gender code and not the code table which means we have to run a global change after each batch is committed.?
Hi all, I'm trying to set a default on the posted payment form for a particular Payment Method. Normally I can use the GUID which is found against the option in a code table under the Admin/Code Tables area. But looking at the form, that field is using a ‘Value List’ instead of a code table - are these available to find in…
Hello Blackbaud Community! I’m James Chun, a User Experience Designer at Blackbaud. I’m setting up interviews to talk to people like you on how you go about making thank you letters in our new optimized donation form. If you have created at least one optimized donation form, please reply and I'll reach out if you're a good…
Hello, I'm looking into BBIS SDK Training to take in the near future. I was curious to see who else has taken this training, where did you take it from and what were some key things you got out of it? I'm putting together a training proposal to get approval to take this but wanted to hear of the projects that were able to…
Hi all - we're self-hosted, and evaluating the move to BB CRM 4.0 Service Pack 36. Has anyone installed the SP, and if so, have you encountered any issues, especially with regards to the new Gender stuff? We have a lot of customizations that we've done in-house, and we're trying to get a handle on how much work/re-work we…
Blackbaud Product Update Briefings start this week and run through May 2nd. They showcase recent innovations and preview future plans including many features and functionality sourced from community member ideas. We’d love to hear about what you’ve learned, what you are most excited about, or any other feedback you have…
Hello everyone, I wanted to start a discussion thread here in the General Discussion section to share insights, tips, and success stories related to using Blackbaud CRM™. As a community, we can pool our knowledge and help each other maximize the potential of this powerful CRM platform. To kick things off, I'd love to hear…
Since the Quick Search part is only able to return content results in certain out-of-the-box parts (Formatted Text and Images, Formatted Text and Images (Secured), Discussion Group, Event Calendar, Job Board, and Weblogs), what solution would be best if we want to be able to be able to also search for content inside of…
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