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…
Who is using PowerBI reports in BBCRM? We are interested in talking to a couple of organizations about your experience. We are an on-premise site using Service Pack 36.
Are users suppose to be able to see Interactions on Group and Household Constituents? I would think yes since it seems if you add an Interaction to any of the Members of a Group or Household one can see them on the Group our Household, and you have the option to add an Interaction on a Group or Household or just an…
Looking for a best practice to implement in CRM. If a Gift officer is notified of a Power of Attorney relationship, where is the best place to log this in CRM Would one do this under relationship on the constituent record or should we create new participant type and at this person as a plan participant. What do other do?
Those who use “Screening Plans” for their Volunteers: would anyone mind sharing some examples of what they have as ‘Screening Plans’. The BBCRM Help just says “Add a Name and Description” of your Screening Plan, so were not sure exactly what is suppose to go in here…. Is it just something like “Screening Plan for…
Is anyone using airtable, emailmeform, or another type of product to complete when submitting gifts or pledges? We currently use a mix of Excel and PDF forms but are looking at moving to an online form that could be more easily submitted.
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