On April 22, 2013, HMRC launches a new system for Gift Aid submission that allows you to send your Gift Aid claims directly from The Raiser’s Edge. This blog post gives you the information you need to know for this change so that you’ve plenty of time to change over before the paper forms are no longer accepted [...]

We are excited to announce the release of Blackbaud CRM 3.0.  Some key new features within the release include additional membership configuration, tracking of social media accounts, new wizard to enter designations/purposes, and a new GL distribution tab to help view the full life cycle of the financial posting data. You can find detailed information [...]

When you open a constituent record in Blackbaud CRM, you will see that record’s active constituencies (e.g. Major Donor, Volunteer, Event Registrant) listed below the contact information. Clicking on an active constituency lets you quickly jump to that area of the application for that record. As is often the case in Blackbaud CRM, you can [...]

In my last blog post, I explained how to set up Standard Email Alerts in Blackbaud CRM.  Today, I’ll give you the skinny on Custom Email Alerts (for those pathologically averse to reading a user guide). Custom Email Alerts allow your organisation flexibility with regards to alerting your users when changes have been made to records in [...]

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 [...]