Hello, I am trying to create a simple custom part type that is an exact copy of another part we already have in the system. However, no matter what I try when I go to create a part that inherits my custom framework part (type), it won't even display the settings it just gets stuck on a white screen trying to load the part…
How do Opt in/out Mail preferences and solicit codes work when it comes to individual and household levels? Is there a default way this works or an area we can see these settings? From my understanding it is like this, but I am unable to find any concrete information on the knowledge base- * Individual Preferences: Apply…
I tried receipting a pdf version for a stock gift and do not see the gift amount on the receipt. Can someone let me know why?
We are getting ready to take SP36 at UNC Chapel Hill. We have heavily customized CRM and are looking to hear from others who have taken SP36. We have the What's New notes for SP36, but want to know if there were particular Gender field and code table issues found that were not mentioned in the documentation, issues with…
Which orgs and teams are exploring Azure AI functionality with a focus on integration with your CRM database? I've got some neat ideas for chatbots, reporting, prospect segmentation, interaction/constituent history/profiles, possibly natural language querying of the database but I'm stuck trying to determine how to…
In the EFT/Direct Debit file Generation, it requires that commitments' (Pledges, Recurring Gifts) need to have the Payment Method Direct debit. The revenue batch created is populated with the payment method of Direct debit. Everything from this point processes fine. But when we get to the point of attaching a batch to a…
Hi All, Our organization has been trying to work with Bluefin in order to implement their P2Pe solution but have experienced challenges in receiving timely responses from their staff. Is anyone else out there working with any different vendors for P2Pe entry that integrates with CRM?
My organization is preparing to implement Paciolan's PACFund feature to enable users to purchase event tickets and make donations. Currently, we use Blackbaud CRM as our CRM system, and most donations are processed through Blackbaud BBIS donation forms. We need to sync donations from Paciolan into Blackbaud CRM. While we…
We have recently migrated to BB hosting and are running into issues with the automatic rotation of connection strings to the read-only database every 60 days. We have implemented Azure Key Vault to make this process a bit easier, but it still requires a manual change on our side each time this happens. The rotation happens…
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