When a Planned Gift is about to be Realized, the first step is to convert that Planned Gift to a Commitment via the “Add as Revenue” function on the Task Bar of the Planned Gift record. How does the workflow of this process work in your shops: does your Planned gift or Legacy team do this to create a Planned Gift…
Background * We need to track deleted records across various tables from an external system via the legacy SOAP API. * We don't necessarily want to add delete auditing to tables, as we only need to track one item (deletes) and we don't want to have largish tables hanging around tracking everything our users do.…
Hi Community, Does anyone have any experience or best practice when recording WeChat IDs on Blackbaud CRM? I've run into a choice between two less-than-ideal options due to how CRM is configured. Neither Social Media Accounts nor Phone Numbers are 100% perfect fits for WeChat IDs. * Social Media Accounts: the Profile page…
Hi, When merging records we sometimes run into issues. Specifically 1. After merging records, it will not update past revenue and causes duplicate recognition. 2. It also causes duplicated relationships so the same constituent is listed more than once on a relationship tab. Has anyone seen anything like this?
Has anyone noticed when you set your Advanced Search Options on any other Search in BBCRM, they ‘stick’ and stay as is until you go and change them again. However when you set them on your Transaction Search, they disappear after you do your Search and you have to remember to set the same ones again. Why is the Revenue…
Has anyone overcome the issue of how to show someone getting a new role at an Organization without leaving their existing role. For example, if someone is a Professor, but later they become the Department head, but don't leave their Role as Professor: you cannot just add a New Employment History with its own Start date for…
Outside of Blackbaud services and LiveAlumni, what services have you had accurate results from for gathering constituent data updates like email and cell?
Is there an “out of the box” query view that looks for ALL gift / revenue transactions? I ask because there are dozens of gift and revenue-related query views, and its not clear that there is “one ring to rule them all”, so I thought I would ask. Thanks!
In the Deceasing Options you cannot add a “Date to” on an Event Registrant Constituency. You can “View as” Event Registrant and flag any upcoming Event as ‘Will not Attend’ but this does not appear to affect the Constituency. Is this Constituency meant to stay forever, even if the Registrant never attends any event…
Hi, I know this has been a topic for years. Has anyone found a way to do this out of CRM for donations that don't go through online giving? And if not using native functionality, customization, or BBIS, does anyone have a 3rd party tool they'd recommend we check out? We spend a lot of money every year on printing and…
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