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
This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive. Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would…
We wish to run a Global Change to add Interactions to the 100 Constituent records with the highest values of an Attribute. To do so, we want to create a Query of Constituent records, ordered by the Attribute value, and limit the number of records to 100. Has anyone found a way to do this, either using out of the box…
Since many BBCRM customers also use Tableau, I thought I would ask this community if any of you could recommend a Tableau Cloud migration consultant. We're considering a move from our on-prem Tableau Server. Thanks so much!
Hi everyone. We have been asked by some fundraisers if they can add attachments to their contact reports. Of course, the answer is, they can. However, the more important question is should they. We are trying to find out if anyone else is allowing their fundraisers to add attachments to contact reports. We are reticent to…
Hi all, I came across a good suggestion on a webinar to add a new task to the analysis page to create queries without having to go all the way into the info library - I've created the task but I'm unsure which action I need to assign to it. I've tried several different pages and data forms and none of them have done what…
Has anyone found a way(s) to report on user “clicks” on given CRM pages, tabs, or sections within a user tab? Related context; we've had staff inquire a few times over the years about learning more on clicks on a specific user page in our CRM. Past staff members shared that we may have found a way to see page views (but…
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