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Sharing my Power Automate Flow: Check Constituents for Attachments
Summary This flow checks all records in the selected Constituent List, stores the records with a Constituent Attachment in an array, and will send an email with hyperlinks to the records which have Constituent Attachments. Note that I will be sharing a similar flow which searches for Action Attachments. I'd like to thank…
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Blackbaud's Education Management Solutions: What’s New for March 31, 2026
Here are all the latest new features for Blackbaud's Education management solutions. To access information about this release, use the following links: What’s New What's Recent Help Center
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Blackbaud's Education Management Solutions: What’s New for March 31, 2026
Here are all the latest new features for Blackbaud's Education management solutions! To access information about this release, use the following links: What’s New What's Recent Help Center
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Help Shape the Future of Enrollment Contracts
Help Shape the Future of Enrollment Contracts We’re exploring how schools manage enrollment contracts year over year and we’d love your input. If you’re involved in setting up, updating, or approving enrollment contracts, please take a few minutes to share your experience. Your feedback will help inform future improvements…
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FYI: Late submission icon appearing incorrectly for assignments submitted before due date/time
Blackbaud support confirmed today that the Late submission icon is appearing incorrectly in the new grading interface for some students who did submit their assignments before the assignment due date/time. Per the support case notes, the issue is occurring due to a product issue that will need to be addressed by their…
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Preparing for SharePoint Migration – Bulk Updating Invoice Links in Financial Edge
Our organization is preparing to migrate to a new SharePoint site. Currently, invoices in Financial Edge are linked to files stored in our existing SharePoint environment, and we expect the URLs will change after the migration. We’re trying to determine the most efficient way to re-link invoices in bulk to their new…
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Tips & Tricks for working in WV
Recently I’ve been trying to work in WV first, only going to DBV when something isn’t possible. Things definitely take longer - WV is generally less efficient (so many extra clicks), there are new locations to learn, and processes have changed. I’m hoping that in the long run, once the move to WV is fully finalized, the…
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Fixed: RE7 post-migration "CLR strict security" + Blackbaud.AppFx.RE7.SqlClr assembly trust error (Native error 10314) – full SQL scripts
After a recent SQL Server migration (2017+), we started getting the classic CLR assembly trust error when opening constituent records in Raiser's Edge 7: An error occurred in the Microsoft .NET Framework while trying to load assembly id XXXXX. The server may be running out of resources, or the assembly may not be trusted…
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Sharing my Power Automate Flow : Get Query Results to SharePoint
In all honesty, I took the fabulous Get Query Results Flow from Ashley Moose and made a couple of minor adjustments to save csv query results in SharePoint vs. One Drive. Since I am an (at best) advanced beginner I used her template to start (and I don't know how to package my flows)- her flow link is below: Sharing my…
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Looking for early career nonprofit professionals to help shape the future of nonprofit CRM tools 🌱 $60 thank you for your time
Are you early in your career and using (or learning to use) nonprofit CRM tools like Blackbaud Raiser’s Edge NXT? We’d love to hear from you. Or if you aren’t early in your career, but have a colleague who is, please forward this post to them! The Blackbaud User Experience Research team is running a research study focused…
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Sharing my Power Automate Flow: Check Actions for Attachments
Summary This flow checks all records in the selected Action List, stores the records with an Action Attachment in an array, and will send an email with hyperlinks to the records which have an Action Attachment. Note that I have shared a similar flow which searches for Constituent Attachments. I'd like to thank the BB Power…
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What Permissions for Constant Contact Integration?
Hello! We are making the switch to Constant Contact for our emails. I do not want to use an admin account to initiate the integration, since I don't believe in providing complete security access to third party software. So I have made a dedicated user account to manage the integration, just as I've done in the past with…
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Align Purchase Order Reports to Post Date Rather Than Order Date
We recommend that the three primary purchase order reports in Blackbaud Financial Edge NXT—Open Purchase Order, Purchase Order Detail, and Purchase Order History—be enhanced to allow reporting as of a specified post date, rather than being driven solely by order date. Rationale From a financial reporting and audit…
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Tracking Grant Periods (Start and End Dates)
How does everyone track grant periods in Opportunities? I am creating an Opportunities SOP with one of our grant managers and she mentioned it would be helpful to track grant start and end dates in Opportunities. There currently isn't a field existing in NXT, but it looks like an old database manager created a custom field…
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Issue: Gifts Connector – Add gift to batch bypasses required field validation
Has anyone else seen this with the Gifts connector → Add gift to batch action? We’re consistently able to reproduce a scenario where a gift is added to a batch even when required, system‑validated fields are invalid—for example: Constituent System ID Fund ID Potentially any required field that must already exist in the…
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RE NXT & Claude
Has anyone connected NXT and Claude together? I am curious how it's working, is it worth it? Did you put up safeguards? Any advice prior to making the connection? Also, who was able to support you as we are getting the following error when doing it?
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Discussion: 2026 donorCentrics Sustainer Summit: Key Insights on the Future of Recurring Giving
📊 2026 donorCentrics Sustainer Summit: Key Insights on the Future of Recurring Giving Recurring giving is reshaping nonprofit fundraising—and the organizations paying attention to these shifts are building more predictable, resilient revenue for the future. Join @Paige Grainger, Sr. Principal Strategic Consultant at…
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Can you charge a stored CC in NXT for a new donation?
If there is a credit card stored in NXT on a recurring gift and the donor asks you to charge them for another gift, seperate from this recurring gift and use their "card on file" (similar to how the credit card was stored in Bio 2 in database view - is that something we are able to do, if not, will that be an option in the…
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Blackbaud's Education Management Solutions: What’s New for March 17, 2026
Here are all the latest new features for Blackbaud's Education management solutions! To access information about this release, use the following links: What’s New What's Recent Help Center
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Inactivating Contact Relationships
What is the best practice for ending a Contact Relationship? Do you find it sufficient to simply add an End date to the Relationship record, or do you also uncheck the "Is Contact" box. Are their functionality impacts either way, i.e. if you leave the Contact indicator as is and therefore you should take that extra step;…
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Blackbaud's Education Management Solutions: What’s New for March 10, 2026
Here are all the latest new features for Blackbaud's Education management solutions! To access information about this release, use the following links: What’s New What's Recent Help Center
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Blackbaud's Education Management Solutions: What’s New for March 10, 2026
Here are all the latest new features for Blackbaud's Education management solutions. To access information about this release, use the following links: What’s New What's Recent Help Center
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Discussion: What an Advisory+ Partnership Makes Possible: A customer conversation
Hello all! Here are the details for our upcoming April Webinar! I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a…
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Blackbaud's Education Management Solutions: What’s New for March 17, 2026
Here are all the latest new features for Blackbaud's Education management solutions. To access information about this release, use the following links: What’s New What's Recent Help Center
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Power Automate User Group – April Session Update
Our April Automations User Group meeting, originally scheduled for April 21, will be cancelled. Our team will be onsite at the Microsoft Toronto office supporting the Power Platform Fundamentals Regional Workshop during that time. We’ll resume our regular sessions the following month and look forward to reconnecting with…
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Discussion: The liquidity Moment That Matters: A Strategic Model for Unlocking Major Gifts
Major giving today is often about timing, not just capacity. When a donor is approaching a liquidity event—like a business sale or real estate transaction—the right conversation at the right moment can unlock a transformational gift of appreciated assets. But only if your team has the insight to act in time. Join us on…
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Blackbaud's Education Management Solutions: What’s New for March 24, 2026
Here are all the latest new features for Blackbaud's Education management solutions. To access information about this release, use the following links: What’s New What's Recent Help Center
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Feedback Needed: NEW Actions in Education Management!
Hi there! My name is Jessi, and I'm the Product Manager for Core in Education management. The Core team is exploring a new Actions feature in Education Management, designed to help your staff keep track of to‑do items and document important activities directly in the system. Actions will feel familiar if you use Raiser's…
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Join the next Blackbaud CRM User Group on Wednesday, April 29, 2026
We invite you to connect with peers and experts by joining the next Blackbaud CRM User Group online! This is an excellent opportunity to ask questions and share your insights with other Blackbaud CRM users, our next meeting will be held on April 29, 2026 If you have already registered for prior meetings no need to register…
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Exploring Migration from Tuition Management to Billing Management – Seeking Peer Feedback
Hi Everyone, Our school has been a Blackbaud Education Management customer for 3 years, and we have been using Tuition Management (TM) for our billing during that time. We are currently investigating the possibility of migrating to Billing Management (BM) for the upcoming cycle and would love to hear from schools that have…
