Whether you're implementing Blackbaud CRM™, or you've been using it for some time, you'll no doubt appreciate the continual need to make it work more efficiently. At the start, you're on a quest to get it right. After you've settled in, you want to build and optimize t...

Does your organization have custom model scores that you'd like to add to a constituent's record via import but aren't sure how? Here are the steps you'll follow and some things to consider. 

Before importing the file, you need to add an attribute for the model score to...

Have you ever found yourself hopelessly searching for the "finder number" field in Blackbaud CRM™ ad-hoc query and struggling to come up with anything?

You may even use the "Find Field" function, which comes back with zip, zero, nil, nada:

I've been here, and more than...

After the Mailing - Tracking Results

Welcome back to our series discussing best practices for using Marketing Efforts in Blackbaud CRM™. If you missed the first three parts of our series, be sure to check those posts out here:

System Configuration

Building the Pieces

Marke...