CRM Resource Deliverables

Ellyn Hassell

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. 

Ellyn Hassell

This feature released in version 4.0. For more information, refer to Online help panel.

 

With this release, we made significant enhancements to our Help offering.

 

We designed a tabbed panel to bring online Help topics directly into the program. The new Help Panel offers improved usability with a modern update. When you click Help, a panel appears from the right side of your screen and displays content specific to your page or screen.

 

 

With the new Help Panel, you can quickly access:

• New feature content
• The latest, most up-to-date Help topics from service pack new features and additional content improvements
• Feature videos

 

You can also:

• Undock the Help Panel to click and drag the help to a different position
• Click breadcrumbs to find your way back to your original topic
• Use navigation buttons to go back and forth in your Help Panel history
• View improved images

 

Tip: To accommodate the new placement of the Help button, we relocated several links. On the Home page, the Customize link now displays next to Home. Where applicable, navigation trees display next to a page name. Finally, About Blackbaud CRM now appears in the Welcome menu. 

 

Ellyn Hassell

This feature released in version 4.0. For more information, refer to Configure help type.

 

With this release, the online Help Panel is available and is set as the default help type. 

 

However, to continue using customized Help topics for your organization, your system administrator has the option to revert back to the Help topics installed with the program.

 

From the Administration page, under Configuration, click Configure Help Type. The Configure the help type screen appears.

 

 

In the Select help type field, you can choose between the following options:

 

• Use the Help Panel - which disables Help customizations - This option is set as the default Help type after you initially install or upgrade. This option allows access to new feature content, the latest Help topics from service pack new features and additional content improvements, and feature videos. A tabbed panel brings online Help topics directly into the program. When you click Help, a panel appears from the right side of your screen and displays content specific to your page or screen.

 

• Use legacy Help - which keeps Help customizations - This option allows you to continue using customized Help topics for your organization. You have access to the legacy Help topics installed with the program as well as your customized Help topics. The Help button appears in the same location as in previous releases. For more information about customizing Help topics, see the Customize Help for the Infinity Platform Guide.

After you make a new selection and click Save, you must refresh your browser and log in again.

 

Warning: You cannot use a combination of both Help types - you must select one or the other. Your selection will be the default for future upgrades. Also note that the new Help Panel is not compatible with the tools used to customize the Help file. Blackbaud will continue to explore a supported model of custom Help file content as a modern, cloud-based software provider. When available, we anticipate the ability to convert Help topic content into the new model.

Ellyn Hassell

These content enhancements released in version 4.0.

 

With this release, we made a significant investment in improving the quality of our existing User Education resources. A large portion of this improvement initiative is based on feedback from Blackbaud Customer Support, Blackbaud Professional Services, and our very own customers.

 

• We reviewed, tested, and updated content to ensure accuracy and provide a more logical flow of information.
• When necessary, we re-organized functional area content to improve the flow of information.
• We created new How-To videos to visually enhance your understanding of specific concepts, tasks, and workflows related to a feature area. The following list includes examples of videos we added for this release:

Watch this video for a high-level overview of Batch.

 

Watch this video for a high-level overview of Import.

 

Watch this video to learn how to apply payments to commitments in Batch.

 

Watch this video to review how to create an ad-hoc query and understand how the program determines results.

 

• We created additional walkthrough illustrations.
• For many guides, we added a new "Big Picture" chapter that offers an overview of a feature area, and describes workflows and considerations with cross-references to more detailed sections.

 

• Several chapters now illustrate the life cycle of a feature or process.

 

Tina Fei

We just posted a draft of the CRM 4.0 New Features Guide. There’s a TON of great stuff coming your way and we thought you might like to take an early look! This is still a draft as we finalize features in the product and in this guide. We would love to have the opportunity to incorporate your feedback and suggestions on anything in here, so please let us know what you think. Feel free to email us—we’d love to hear from you!

Tina Fei

Service Pack 1 for Blackbaud CRM 4.0 is coming soon! As a sneak preview, take a look at this PDF for information about the features we plan to include! After the Service Pack is released (scheduled for later this month), this information will be included in the second chapter of 4.0 New Features Guide.