We just started the upgrade process for SP35 and got a revision error where apparently Blackbaud created a new dataform with the same name as one from the Campus Call customization from Ruffalo Cody (who, I might add, violated CRM Customization rules by NOT prefacing their item names with something. To resolve this issue,…
I would appreciate if any one can share or direct to a sample of Major Donor Prospect profile template.
I think it would be useful if I add the country to the bottom of all our address formats so that users can see the country either from the constituent's address tile or on the contact tab without having to expand each address. Before I go ahead and update 150+ formats, can anyone foresee a problem with this? I'm wondering…
Does anywhere know what node this can be found in the Ad Hoc Query Creator? I’ve tried Constituent/Wealth Information/Research Confirmed is Equal to Yes, but when I test that with an actual record, it doesn’t pull.
Hello, We are having challenges when a payment/donation is keyed into the Enhanced Revenue Batch against a Donor who has one or more commitments that are AutoPay. The issue is they tend to apply an off-schedule or additional gift made by check to the AutoPay commitment. I was wondering if anyone has run into this and what…
Hi All, Recently realised that these types of email addresses are automatically suppressed by BBIS. Such as info@, admin@, Office@ etc They are not a large cohort in our CRM but are particularly used for event invites. Has anyone any advice on how they now handle these emails?? Knowledgebase article here :Administrative…
Hi all, We often have donors who have an open pledge in CRM, and then that donor will make a recurring gift via BBIS to that same designation. Is there any out of the box solution to link an existing recurring gift to a pledge, so we don't have to call a donor and get their credit card information linked to their scheduled…
Our users would like to change the caption for several fields that are displayed from Prospect Plan Opportunity List. What is the best way to accomplish this? Example: Expected Ask Date: to "Expected Date" Is there a way to do this in the front end? or SDK (copy of xml)? Thanks, Kathy
?Tell me your success stories below! ? What are you favorite ways you've increased user adoption rates in your orgs? Thanks Blackbaud Community!
Hello, Is anyone managing matching chair in CRM and how you do that. I am investigation the best option to do this . We are hoping to be able to track the Chair in the system and be able to report total raised, # chairs funded ,etc. thanks, Karen
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