Is there a trick to get a constituent update batch to work to import a employee employer relationship into CRM? Does anyone have a successful process with the out of the box tools. Constituent Update batch, CSV file and import process?
We invite you to connect with peers and experts by joining the next Blackbaud CRM User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users, our second meeting will be held on July 30, 2025. If you have already registered for prior meetings no need to…
Is there a way without a customization to add a tab or Datalist in the Deceasing Options to advise a user a Deceased Individual has unpaid Pledge or Recurring Gift Installments, so these can be written off or payment arranged via another Constituent (surviving Spouse, Estate, donor's company, etc.). (or advise me if has…
I need to import the business information of parents who are as individual relationship in student records. I see in the import to mark contact type and to mark primary but how to import the business name? Can someone help me? Naila
Hi, We have a question about the smart field value field size. For custom string/text smart fields, we've noticed that there's a default limitation of 255 characters. Has anyone found a way to adjust this to be larger in the smart field spec? We have a few calculated lists stored in smart fields (as an example -…
Hi all, hopefully someone can help - we've had a bit of an issue with team members creating new registrants as organisations rather than individuals and it turns out that it's because they can't see the option to add an individual - they only get the option to select either an org or a household (and another form doesn't…
Hi everyone, We recently received notification from Microsoft that Bing Maps for Enterprise is being deprecated, with free and basic accounts ending on June 30, 2025. We use a Bing Maps API key in Blackbaud CRM for the mapping and geocoding functionality. According to Microsoft's communication, all applications using Bing…
Is there a way to import a large amount of data (over 10K), and saved as a data list, which can then be retrieved and use in a record operation task? I've tried creating an import selections list, but this does not seem to allow for specific system record IDs to be selected and used in a record operation task.
Is there a way to Modify an existing Attribute Category to “allow only one per record”. You can set this when you first set up the Attribute, but afterward if business rules change and it was originally (Or incorrectly) set to allow multiples per record, the "Edit' function doesn't give the option to change it allow only…
We invite you to connect with peers and experts by joining the next Blackbaud CRM User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users, our second meeting will be held on June 25, 2025. If you have already registered for the first meeting no need to…
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