We are using a WordPress site as a donor-facing form to show crowd funding data to campaigns. As we move from FundraiseUp to BBIP, we are seeking to start moving online gift data from BBIP into WordPress. No data should be synced from WordPress back into BBIP or NXT. Blackbaud has let me know that the endpoints mentioned…
Hello! Leadership has asked us to quantify all donations year-to-date within specific categories and ensure they align with what our Finance team reports for financial aid. One challenge we encounter is timing differences—Development records gifts when they are entered, while Finance recognizes them when the funds are…
Hi all! Our team is looking to see if there is a better way to link family relationships and add emergency contacts within the contact card. While we are a relatively smaller school, I find it hard to believe that larger institutions touch so many parts of each candidate's account multiple times. For example, we have a…
With several list builders on one tab in CRM. They all start running as soon as you click the tab. Is there an option to not run until the user wants it to run. AND as a side question when you click on page 2, it would appear the whole sql starts running again instead of just showing page 2 and takes the same amount of…
Hi I have built several successful integrations in Power Automate using the SKY API and SKY API connector. However the next integration I am building needs to add a Revenue Attribute and there is no endpoint for this in the SKY API We already have a standalone integration which does this via a SOAP API. However, when I try…
How does CRM know so fast that a record has revenue and cannot be deleted and sends back the message → This constituent has associated revenue and therefore cannot be deleted. I would like to know how and what is being checked so I can also use this check myself in sql code. When I get this message I look in all revenue…
When batching checks, the check date, check number and post date fields are now greyed out. How do I get access to these fields?
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