Has anybody expanded the major gift capacity ranges available by inserting new records into [MAJORGIVINGCAPACITY] or through another means? I am referring to the dropdown of ranges available for the ‘Major giving capacity’ field when editing giving capacity on the Wealth Summary tab of the Wealth and Ratings page.
Is the /Download/CustomFileDownload.ashx Endpoint designed to be utilized by constituents who do not have a CRM user mapping? We have a BBIS site which constituents can login to and download a pdf from our BB database. If the constituent is mapped to a CRM user the download works but for any constituent not mapped to a CRM…
Has anyone used the Direct Debit process in CRM to accept donations via ACH? I have a request to add a donation form that asks the donor for their ACH info. That's easy enough, but the official docs are not clear (to me) on how to get ACH info from CRM to the bank to conduct the actual transfer and reconciliation.
Hello! I have chatted with Blackbaud support about the Prospect Plan Start Date not being included in the out-of-the-box BBDW. They have confirmed that it is, in fact, not present. In my opinion, this is simply a missing data point that needs to be included and not a new feature or application behavior request, however…
I've chatted with support and poked around in the docs, but it doesn't seem like there's a way to send SQL to a hosted BB CRM instance and get data back. Comparatively, Salesforce allows you to do the following, where you can send a SQL query after the q: sandbox.my.salesforce.com/services/data/v59.0/queryAll?q= In short,…
I'm hoping someone might have an idea what might be going on. We've recently run into an issue where if someone uses a SearchList in a batch we put together that it wipes out data in some of the batch fields (example is FIRSTNAME and LASTNAME fields) and doesn't show a value in the field associated with the SearchList (in…
Our DBA's have asked us if we can enable RCSI isolation mode on the BlackBaud DB as we are getting performance issues it appears that they are holding transactions open longer than necessary, causing deadlocks. I asked support but they cannot provide any support or advice so asking the wider community if anybody has…
Has anyone attempted to connect SKI API to an onPrem BBCRM/BBIS install? I am about to start down this path and am wondering if anyone has any tips/gotchas that they've encountered.
If there a 4 datalists in a section, is it possible to have the 4 datalists share parameters instead of having each datalist have their own parameter?
After a database refresh to a locally-hosted environment, all API calls from BBIS to get results form the Query endpoint are failing with a 404 status response. The queries look to exist on the CRM side. Also, CodeTable requests are being served up as expected, so that indicates to me that it isn't a BBIS configuration…
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