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! ?
When adding/editing addresses, the default value of the checkbox “Copy address to household and members” is always ‘true’. Is there a config somewhere to change this, we would like to have the default value set as 'false' due to some internal processes. We'd like to have the option available as we do use it, but too often…
According to Update Unmapped Transactions Process only runs manually and not when scheduled, the Update Unmapped Transactions Business Process cannot be scheduled and Blackbaud is not going to add functionality to support this. Have any of you created a custom solution for running this process? Not being able to do so is a…
I have a datalist set up for users to complete pending interactions but the owner is blank. Is there a way to default the owner as the current app user? The owner field is blank. I have tried defaulting the FundraiseID field and the app user GUID/Cons GUID but no luck so far. Any ideas?
It looks like you're new here. Sign in or register to get started.