You’ve created great mailings and your organization has begun collecting donations, but how can you be sure all donations are accounted for in your reports? After your Marketing Effort has been activated and your organization begins accepting donations, run a refresh on your Marketing Efforts. You can do this manually by opening the Marketing Effort [...]

Do you ever think to yourself: “I have so many processes to run and only 8 hours in the day.  How can I accomplish all of these without camping at work?”  If this sounds like you, perhaps queue is the answer to your prayers. Queue processes allow your organization to set up processes to run [...]

Events come in all different shapes and sizes and often times events must go to a specific GL account system.  So, what happens if I have multiple account systems?  How do I ensure that my payment goes to the correct account?  Here are the steps to take to create an event that is dependent upon [...]

There are few moments less scary than when gifts or adjustments to gifts are missing from a post file.  When transactions are entered into Blackbaud CRM, most fall under the payment method of Cash, Check, Credit Card, Direct Debit, or Other.  We consider these gifts to be deposit revenue because banks would deposit these into [...]