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Treasury
Treasury covers many topics within Blackbaud CRM, such as managing banks, reconciling transactions and disbursements, and creating deposit processes. Each team will update their progress periodically. To get started, review our latest update from the teams.
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CRM Resource Deliverables
CRM Resource Deliverables covers resource announcements related to the 4.0 release, such as content improvements, help file changes, and links to updated resources including the New Features Guide (coming soon). To get started, review our latest updates from the CRM User Education teams.
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Blackbaud Internet Solutions
This section covers topics within Blackbaud Internet Solutions, such as Image library, Parts, and Email Templates. The team will update their progress periodically. To get started, review our latest updates.
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Analysis
Analysis includes the Information Library, where you access queries and KPIs, as well as reports and selections. Each team will update their progress periodically. To get started, review our latest update from the teams.
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General Features
General Features covers common or shared functionality within the program, such navigation, filters, passwords, and favorites. Each team will update their progress periodically. To get started, review our latest update from the teams.
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Prospects
Prospects covers prospect configuration, prospect wealth management, and prospect records. Each team will update their progress periodically. To get started, review our latest update from the teams.
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Administration
Administration covers many topics within Blackbaud CRM, such as Import, Code Tables, Configuration, and Global Change. Each team will update their progress periodically. To get started, review our latest update from the teams.
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Revenue
Revenue covers many topics within Blackbaud CRM, such as Revenue Configuration, Payments, Pledges, and Recurring Gifts. Each team will update their progress periodically. To get started, review our latest update from the teams.
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Marketing and Communications
Marketing and Communications has two product development teams, one based in Cambridge, MA and one based in Charleston, SC. Each team will update their progress periodically. To get started, review our overall goal for improving Marketing and Communications or read the latest update from the teams.
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Constituents
Constituents covers all aspects of the constituent record including configuration. Each team will update their progress periodically. To get started, review our latest update from the teams.