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.
Has anyone tried embedding an advanced doantion form on a plain HTML page? I am SO close and I got it to work once but now the create donation API Call is generating a 401 error.
we were using the ADF with the BBPS and since that is going away and Blackbaud won't allow pledges how did you work around it or did you find another vendor and if so who
Hi, I receive notification when a donation is made through donation form on our website and I go to the gift management tab and see the gifts needing attention, once linked these show up as unapproved batch. Recently I had 2 notifications of successful transactions on Jan 13, but do not see the gifts in gift management as…
Just wondering how you handle solicit codes. We have a code that is “Do Not Solicit By EMail”. I'm wondering if we should change this to “Do Not Solicit” and also have “Do Not Email." Or would you have “Do Not Solicit by Email” “Do Not Solicit by Phone” “Do Not Solicit by Mail”. Help! ?
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