Blackbaud CRM
New and Improved Membership Functionality

In Blackbaud CRM 2.93, we redesigned the membership area to allow faster and more insightful membership configuration, membership viewing, and data entry of membership dues. Starting with the Membership Program setup, we’ve added Lifetime memberships that were once part of your annual program. They now live by themselves and have their own set of rules. [...]
Sneak Peek: 2.93 Blackbaud CRM Web UI

Think back to the early 2000s. Hear the dulcet tones of Dido. Remember the smell of a George Foreman grill permeating throughout the air. Recall the visions of Shrek finding solitude, persecution, a donkey, and ultimately love. Think about the difficulty you had trying to pronounce Chumbawamb…STOP! You’ve gone too far. Let’s try a different [...]
Troubleshooting Tools: SQL Snaps, FiddlerCap, and More

Most errors received in Blackbaud CRM are self-explanatory and clearly state the problem/resolution. From time to time however, the verbiage isn’t as intuitive and the resolution path not clearly defined. Several valuable tools are available for Help Desk Administrators and Blackbaud Support employees to determine the root cause of these issues and bring to light [...]
Making CRM work for YOU! User-Defined Data Lists and User-Defined Smart Queries

Welcome to Shell Design! This is where we get to make changes and design decisions that make BBEC more specific to your organization, with unique layouts, functionality, and organization. We can choose exactly what is most important for your users to see on every page, and change those pages or make new ones! Even better, [...]
How Smart Are Your Smart Fields in Blackbaud CRM?

Smart fields are calculated fields that are available for reports and queries which combine multiple pieces of data or decide which data to display based on what is available. The purpose of smart fields is to provide calculated information about Constituents within your database in a time-saving manner. You may often run a query to [...]

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