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…
I was wondering if anyone had a similar experience with Mail Quick Letters in Raisers Edge. I am working on FYE appeal lists with 5 segments. I attempted to run everything using Merge Queries but it wasn't working. I have existing queries that I use as "templates". I open them, click Save As, and change the criteria and…
Regarding usage Gift lists and Constituents. For easier tracking/ cross work I have noticed Constituent and Gift lists have different column and filters available. So sometimes we have to use both to get the info we want, and combine them later in excel. Can 'addresses' be added as an optional input in 'gift lists' Or are…
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,…
I'm wondering if anyone else is using Ovrtrue. We are working on a data integration with Ovrture and one of the questions I am curious about is how others handled households.
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