HI All, We are using CRM in a hosted environment and have several power-bi dashboard and report posted in the webdashboard section using i frame option. Since about 2 months ago we have been unable to surface any new pages using I frame. Does anyone has experience the same issue and how it was resolved. thanks, Karen
For those clients with CRM and exploring wealth screening data beyond WealthPoint, has anyone purchased data from iWave and then integrated with CRM? iWave does not provide an integration to CRM (there is one to NXT). I am uncertain if BVDL could suffice for reintegration from iWave output to CRM, so this may be something…
Just a friendly reminder that the deadline to nominate yourself or a fellow community member to the 2024 Community All-Star cohort is this Friday (November 17th). All-Stars are the community's most engaged and helpful members who are passionate about their Blackbaud product(s) and freely share their knowledge and answer…
How do you guys handle the GL mappings for the benefit portion of event registration payments? Do you just create a single catch-all account for all benefits? Or do you create a new mapping for every event? Or something else? I've seen both ways and I'm not really happy with either one. Is there a best practice I'm not…
Get excited...the Blackbaud Product Update Briefings are happening this week! Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member ideas. Register today for the Product Update Briefings and after you watch them we’d love…
Hi! We're investigating ways to track the success of our public marketing campaigns back in CRM. This won't necessarily just be connected to revenue, but to new constituents. What are other orgs doing to track this? We haven't used the Public Media Efforts, but this seems like it might work.
Hi there Asia Pacific group A general quesition that if anyone in this group (has already) or know of an organisation that has sucessfuly integrated BBCRM through Sky API with another application, such as peer-to-peer fundraising platforms? Thanks! Donya
We are exploring different CRMs for our organization. We have been using the Raiser's Edge (/NXT), but it no longer meets our needs and we want to upgrade our platform. I would appreciate it if you could give me a brief overview of the advantages and disadvantages of the Blackbaud CRM.
I'm seeing a sporadic issue (those are the best) in which event registration payments are coming in through batch and sometimes do not have a benefit entry for the donation. In other words, the charitable amount is the full amount of the payment, even though some portion of it should be a benefit. It's not always the same…
I've created some Smart Queries in BBCRM and in doing so have hidden some fields in the ‘Set Save Options’ tab of the query editor. These are hidden when viewing the output in Smart Query Search, but when you export the results of the query (again still in Smarty Query Search) the hidden fields are included in the export.…
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