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The BrightVine blog is a resource for the nonprofit technology community looking for tips, tricks and more information about many of Blackbaud's products. 

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...

Marketing Effort Configuration

Welcome back to our series discussing best practices for managing  Marketing Efforts in Blackbaud CRM™.  After reading parts one and two of the Marketing Efforts Best Practices series, you should have a better understanding of system...

Building the Pieces

Welcome back to our series about Marketing Effort best practices in Blackbaud CRM™. If you missed the first part of our series, check out Part 1: optimizing your system configuration.  

 In part two, we discuss the many items that you need...

System Configuration

We are excited to introduce a new blog series - Marketing Effort Best Practices. Marketing Efforts are a powerful and unique tool in Blackbaud CRM™, but users can often get bogged down in the details of configuration, set up, and deployment. In this...

In a quest to improve the export definitions they use for mailings, a client recently asked why the export in question was separating their name format data (addressees and salutations) into two columns, one for Individuals and one for Organization Contacts.  They real...

July 10, 2019

BBIS Surveys – simple to set up and they might be just what you’re looking for

If you’re a BBIS (Blackbaud Internet Solutions™) user and haven’t discovered the Survey part yet, I would encourage you to take a look – let your imagination wander and think outside the box...

It's common for end-users to work with lists of constituents outside of Blackbaud CRM™.  You might be reviewing event invitation lists, analyzing a group of constituents or receiving data from a vendor.  When working outside of Blackbaud CRM™ it can become cumbersome t...

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