Soft credits and Blackbaud CRM?

JD Piland · February 2017

I've been looking around, but can't really find the answer I'm looking for...

I'm searching for how/if soft credits come through into Blackbaud CRM. We will be doing a TeamRaiser campaign in the relatively near future, and we can't figure out how/if they come over through the Connector. Are there out-of-the-box fields we can use, or would we have to create custom fields?

Thanks in advance!

Hilary Engelbrecht · February 2017

J.D. Piland:

I've been looking around, but can't really find the answer I'm looking for...

I'm searching for how/if soft credits come through into Blackbaud CRM. We will be doing a TeamRaiser campaign in the relatively near future, and we can't figure out how/if they come over through the Connector. Are there out-of-the-box fields we can use, or would we have to create custom fields?

Thanks in advance!

Hi J.D.,

When you refer to Blackbaud CRM, are you refering to The Raisers Edge or LCRM?

Thanks,

Hilary

Dennis Ladnier · March 2017

J.D. Piland:

I've been looking around, but can't really find the answer I'm looking for...

I'm searching for how/if soft credits come through into Blackbaud CRM. We will be doing a TeamRaiser campaign in the relatively near future, and we can't figure out how/if they come over through the Connector. Are there out-of-the-box fields we can use, or would we have to create custom fields?

Thanks in advance!

J.D. - our experience as well as confirming with LO is that soft-credit changes do not come through the LO connector - once we make a soft-credit change in LO we have to then update the record in RE and make the appropriate JE posting to have it flow to FE.

JD Piland · March 2017

Hilary Grunewald:

J.D. Piland:

I've been looking around, but can't really find the answer I'm looking for...

I'm searching for how/if soft credits come through into Blackbaud CRM. We will be doing a TeamRaiser campaign in the relatively near future, and we can't figure out how/if they come over through the Connector. Are there out-of-the-box fields we can use, or would we have to create custom fields?

Thanks in advance!

Hi J.D.,

When you refer to Blackbaud CRM, are you refering to The Raisers Edge or LCRM?

Thanks,

Hilary

Apparently, my post did not take...

Anyway, I guess it would be LCRM, although the site says "Blackbuad CRM."

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JD Piland · March 2017

dennis ladnier:

J.D. Piland:

I've been looking around, but can't really find the answer I'm looking for...

I'm searching for how/if soft credits come through into Blackbaud CRM. We will be doing a TeamRaiser campaign in the relatively near future, and we can't figure out how/if they come over through the Connector. Are there out-of-the-box fields we can use, or would we have to create custom fields?

Thanks in advance!

J.D. - our experience as well as confirming with LO is that soft-credit changes do not come through the LO connector - once we make a soft-credit change in LO we have to then update the record in RE and make the appropriate JE posting to have it flow to FE.

Can't say I've heard of JE or FE. What are those?

Dennis Ladnier · March 2017

FE = BB Financial Edge

JE = Journal Entry

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JD Piland · March 2017

Ah, thank you!

Soft credits and Blackbaud CRM?

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