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…
Hi all - just starting to embark on our CRM conversion and a question has come up on whether or not there is a more tailored area to store survey questions and answers outside of the “Attributes” area. Any intel would be greatly appreciated.
Hi - Has anyone used BrightVine to import Stova registrants and contact updates to CRM? We would love to chat. Thanx! April L. Kulpa, CPA Senior Software Developer The University of Connecticut Foundation, Inc. 2390 Alumni Drive, Unit 3206 Storrs, CT 06269 akulpa@foundation.uconn.edu
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…
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