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In database view, under Batch we can see batches from database view as well as Web View Batches. But in Webview(RE NXT) I can only see batches created in webview. When database view goes away, how will we be able to see the batches from database view for historical records as well as for audit purposes?
Hi there, According to my NXT chatbot, gift adjustment records aren't necessarily going to be transferred to NXT once the migration to unified view is complete. We're still using DBV for gift entry until membership is fully functional in NXT, and you can't see any adjustments made in DBV when looking in NXT. Does anyone…
I was interested to learn what policy others use to designate the target vs. source record when merging duplicates. We have a lot of membership transactions, so currently we look to the active membership to determine the target. For example, if record A had 30 years' giving history and record B only just appeared when…
I've been working on trying to create a gift form that doesn't live on a BBIS page. For now, I'm testing this on my BBIS Server but in a normal HTML file and I have it mostly working. The example on the BB web site is pretty awful, and uses AngularJS which is a pretty worthless example at this point. It also isn't even…
Been through some BB product presentations and looking at the dev days schedule - the SDK and customization seem to be missing from both. Is this something BB is going to continue to invest in? What is the roadmap?
Can the SDK be built in a Visual Studio project with .NET 10? If not, is there any plans to release an SDK that can be built with the latest framework?
How to modify Search naming opportunities in Blackbaud CRM to add the description field as part of the filter?
Hello! I want to generate a query that will help me identify a group on donors who have made a gift in a specific period (I have Batch numbers) and have increased their gift amount from their last gift. What would be the best way to get this result? TIA!
We are in a cloud CRM environment. I'm trying to pulling data to a local location with the read-only DB user. Most of the data I can pull fine. However, I can't pull stuff from various stored procedures (USP_DATALIST_JOURNALENTRIES) or functions (UFN_PLEDGE_GETBALANCE, UFN_PLEDGE_GETPASTDUEAMOUNT, …) with the read only…
My workflow is not working! The list: Individuals, first gift yesterday, greater than or equal to 0$, one time, online, direct mail or telemarketing. The flow: Pull from the list, apply to new constituents - yes. Action - task, fundriaiser, specific assignment, selection: Me. New constituents are being added to the list,…
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