First, the datalist is a Revenue Data List. I want the Action “Add Step to Plan” which needs the Prospect Plan ID to be in the results. Each of our Prospects only have one Active Plan but they may have many Historical Plans. My datalist is showing one Revenue transaction multiple times, one for each plan. Is there a way…
Hi - we are trying to take a recurring credit card payment (token) via BBMS checkout and create a recurring gift in BB CRM (via the SDK). We are able to create the record in CRM but when we run the process to fetch the credit card payment it does not work (no error message is shown). It does work however if the credit card…
I recently added a few new pledge subtypes to our General Ledger Segment Mappings. But whenever I try to add a payment to a pledge that uses one of those new subtypes, I get an error. The text of the error message is: But when I navigate to Admin>General ledger setup>Our account system>Define transaction…
I had watch a product update and they had mentioned making changes to the file that is returned to CRM for Address update to contain only those addresses that need to be updated. I am wondering what Service Pack that change will be in.
Have any BBCRM customers been using a CMS other than BBIS? How do you do donation forms and integrate back to BBCRM?
Hello, has anyone started using Venmo/Paypal after the Service Pack 35 Hotfix 1 install and would be willing to have a conversation about it?
I've been asked to investigate a way to pass through credit card fees to our schools and units, giving them “net revenue” In otherwords, if a donor makes a $1000 gift to the Art Museum, we want to only post $975 (assuming a 2.5% credit card fee). to their account. I don't think that's possible and we'd have to do a charge…
We have a need to ‘re-activate’ a large number of Constituent records - is it possible to do this through a bulk update or global change? Thanks, David
Hi, my organisation has just adopted BrightVine Data Link (BVDL) for use with BBCRM. In the first instance of exploring this product, I'm trying to pull some data from BBCRM using the SKY APIs. (Yes, I realise that I would be accessing data that exists within the same instance of BBCRM that BVDL is installed in, but it's…
Wondering if there's any way (with SQL) to identify users whose password has expired or is about to expire.. the app doesn't seem to use the ClientUserPasswordHistory table anymore nor is anything obvious stored on the ClientUsers table.
It looks like you're new here. Sign in or register to get started.