Hi, I've been using the Blackbaud demo cohort to test attendance for development, and it seems the main academic schedule set ended on the 1st of August. Before, there were tens of the classes per day for attendance, and obviously now there are none. I tried creating a new schedule set that lasts for the next year,…
The new vertical Navigation is not user-friendly at all and is less efficient than the horizontal menu. It takes extra keystrokes and clicks to use the bar on the side. And now Reports is hidden under Analysis. I am now losing several inches of viewing width if I want to keep the navigation bar available, which I do, since…
I'm hitting a check constraint on the Installment table when trying to add a write off. It seems like a benefit issue where the receipt amount remains $0 even after an adjustment to remove the benefit. I believe CRM is seeing this write off as a negative receipt amount which is where the check constraint is happening. I…
Hi, We have a question about the smart field value field size. For custom string/text smart fields, we've noticed that there's a default limitation of 255 characters. Has anyone found a way to adjust this to be larger in the smart field spec? We have a few calculated lists stored in smart fields (as an example -…
Hi Team, I am currently developing an add-in for the Blackbaud SKY application and need assistance testing it within the Blackbaud test environment. My Current Setup: 1. SKY Application: Application Name: PBTDEV Add-in Name: My Custom Tile Add-in URL: https://4978-167-103-6-187.ngrok-free.app/ (this is the URL for my…
Has anybody expanded the major gift capacity ranges available by inserting new records into [MAJORGIVINGCAPACITY] or through another means? I am referring to the dropdown of ranges available for the ‘Major giving capacity’ field when editing giving capacity on the Wealth Summary tab of the Wealth and Ratings page.
Is the /Download/CustomFileDownload.ashx Endpoint designed to be utilized by constituents who do not have a CRM user mapping? We have a BBIS site which constituents can login to and download a pdf from our BB database. If the constituent is mapped to a CRM user the download works but for any constituent not mapped to a CRM…
Has anyone used the Direct Debit process in CRM to accept donations via ACH? I have a request to add a donation form that asks the donor for their ACH info. That's easy enough, but the official docs are not clear (to me) on how to get ACH info from CRM to the bank to conduct the actual transfer and reconciliation.
Hello! I have chatted with Blackbaud support about the Prospect Plan Start Date not being included in the out-of-the-box BBDW. They have confirmed that it is, in fact, not present. In my opinion, this is simply a missing data point that needs to be included and not a new feature or application behavior request, however…
I've chatted with support and poked around in the docs, but it doesn't seem like there's a way to send SQL to a hosted BB CRM instance and get data back. Comparatively, Salesforce allows you to do the following, where you can send a SQL query after the q: sandbox.my.salesforce.com/services/data/v59.0/queryAll?q= In short,…
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