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We're reviving an old project to execute a bulk download of constituent attachments that we haven't worked on for about 5 years. It is being implemented as a business process that amalgamates the attachments (based on a constituent selection) into a zip file that is then exported to a mapped drive. Everything works in my…
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 July 29, 2026 If you have already registered for prior meetings no need to register…
We are transitioning from Ellucian Advance to Blackbaud CRM, and one of the major hurdles for our gift processors during training has been learning the different terms being used to describe the same things. If you previously used Ellucian Advance and had the same issue, are there any resources you could share? If there's…
Has anyone added new columns to the Plan Outline grid under Prospects > Major Giving Setup > Plan Outlines? It is delivered but wondering if anyone has customized or modified the delivered?
Hi all, I've just edited the properties of our constituent interaction datalist so that it will display the Constituent Interaction View Form when a user clicks on an interaction in the datalist, by setting the ViewDataForm property. However, this now generates an error when we click on an "interaction" that's actually a…
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 June 24, 2026 If you have already registered for prior meetings no need to register…
Hello there! I was wondering if there's a relatively easy way to generate and download a simple text file from CRM? Basically, I've got a query that returns a JSON text field and I'd like to make it easy for certain users to download that text file. Thanks! Rick
Wondering if anyone is using Velocity or any other process to integrate with HubSpot for marketing/email. If yes, I'd love to hear about the APIs you're using and/or any pitfalls you uncovered in your mapping or integration strategy.
Hi all, I’m trying to connect our BBDW to Microsoft Fabric, but running into this error: “Logon failed for login 'XXXXX_RPT_BBDWreadonly' due to trigger execution.” The same credentials work in SSMS and Power BI Desktop, but Fabric (direct, pipelines, gateway) gets blocked. We have also had the required IP addresses…
The Blackbaud Product Update Briefings are happening May 5-7! Blackbaud CRM™ is Tuesday, May 5th at 11:00 a.m. ET. (North America Session) Europe session Pacific Session Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member…
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