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! ?
Get excited...the Blackbaud Product Update Briefings are happening May 6-9th! 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…
We invite you to connect with peers and experts by joining the Blackbaud User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users. Our inaugural meeting will be held on May 28, 2025, where we will establish a monthly recurring schedule. Blackbaud CRM User…
We have recently upgraded to SP38 in our test environment, and are currently testing. We're encountering a known issue described in this article in the knowledge base: https://kb.blackbaud.com/knowledgebase/articles/Article/205920. Basically, when trying to complete registration in a paid event in BBIS, on the payment step…
We are trying to develop better guidance for our staff in working with Organization accounts in BB CRM. We often have many duplicate accounts for organizations because of the address on a check for an organization is not in the system, so a new account gets created for that organization for that address. This ensures the…
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…
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