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…
Hello! We store multiple alt IDs to assist in matching and deduping when loading records. We typically have IDs from our student/admissions system, student/financial aid, athletics ticketing, HR system, patient system, and a few others. (we have 11 active types.) What is frustrating is that we have to append a suffix (eg:…
Whether or not you get that Add as Revenue button on a Planned Gift record in order to create a Commitment Transaction to apply a Payment on a Planned Gift seems driven by the Planned Gift Vehicle: if its a Bequest you get it and it generates a Transaction called Planned Gift under the Constituent's Revenue against which…
Our organization uses Raiser's Edge and QuickBooks. I am wondering if anyone else uses these two systems and how you utilize the post to ledger options when entering a gift. We have not used them consistently or had procedures around them and I want to correct that.
Hello: how does Blackbaud handle international names and spelling when it comes to lookups. E.g. if someone has an accent as the proper spelling of the name such as an “l'accent aigu (é)" or “accent grave (è)” or “Umlaut (ö)” ,etc. and you don't spell the name with the accented letter but the anglicized letter, BBCRM…
When running the credit card process in BBMS for a recurring gift batch with 44,000 rows, we have a processing time of about 140 transactions per minute. This includes the BBMS processing plus writing the results back to the batch. The process seems slow to complete. We would appreciate hearing about processing time from…
Hi Community, We’re planning to implement SMS functionality within Blackbaud CRM and are exploring both third-party integration options and the possibility of developing our own custom add-in. I’d really appreciate any advice, ideas, or shared experiences in the following areas: Recommended integration methods for SMS in…
Hello Blackbaud Community! I am a researcher here at Blackbaud, looking to have Fundraisers / Gift Officers participate in a text-message based study and will receive $150 thank you gift once finished participating. This study will help us identify ways to support fundraiser workflows better with our products. What the…
Hi all, Australia will be transitioning away from cheques in late 2029. New Zealand/Aotearoa has already done this, and I'd be interested in talking to someone from NZ about the processing they put in place for this change. Thanks! ?
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