In The Course

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  • 1

    Welcome to Expert Access for BBCRM

    • Overview
  • 2

    Auto File-Downloader

    • Overview

    • Video Tutorial

    • How to identify the AFD version:
  • 3

    Batch Splitter

    • Overview

    • Step-by-Step
  • 4

    Blackbaud CRM Data Warehouse Express

    • Overview

    • How Does it Work?

    • BBDW Express Demo

    • Building a simple extension - BBDW Express
  • 5

    Blackbaud CRM Data Warehouse Utility Sync

    • Overview

    • How does it work?

    • BBDW Sync Setup Instructions

    • Creating New Sync Process

    • Monitoring/ Adjusting Existing Sync Processes in Sync Table tab

    • Quality Checks tab Uses/ Creating A Validation Query

    • Status Log tab Use/ Completion of Warehouse Sync Process
  • 6

    Constituency Display

    • Overview

    • How to Enable Blackbaud Users to Hide Constituencies

    • Video Tutorial
  • 7

    Constituent Appeal Response

    • Overview

    • How to Group Constituents by Batch

    • Video Tutorial
  • 8

    Constituent Biographical Updater

    • Overview

    • Constituent Biographical Updater - Configuration Instructions

    • How to Make Changes to Constituent Records in Any Field

    • Video Tutorial
  • 9

    Constituent Converter

    • Overview

    • How to Fix Common Data Entry Errors

    • Video Tutorial

    • Constituent Converter - User Guide
  • 10

    Constituent Global Changes

    • Overview

    • How to Edit and Global Change

    • Video Tutorial
  • 11

    Constituent Summary View

    • Overview

    • Configuration Instructions
  • 12

    Constituent Tiles

    • Overview

    • Video Tutorial

    • User Guide

    • Viewing and Managing Constituent Data in Summary View
  • 13

    Developer Tools

    • Overview

    • Configuration Instructions
  • 14

    Duplicate Compare Utility

    • Overview

    • Duplicate Compare Utility - User Guide

    • Merging Constituents In Bulk

    • Duplicate Compare Utility Demo
  • 15

    eReceipting

    • Overview

    • Designating Email Content and Destination

    • Finalizing eReceipting Process

    • Video Tutorial

    • Process for Re-Receipting:

  • 16

    Event Designation Updater

    • Overview

    • Configuration and User Guide
  • 17

    FROGz

    • Oveview

    • Video Tutorial

    • FROGz - Customization Details
  • 18

    Luminate Online Sync Enhancements

    • Overview

    • Key Benefits

    • Configuration Instructions
  • 19

    Marketing Effort Refresh

    • Overview

    • Adding Newly Activated Marketing Efforts to a Refreshed View

    • Video Tutorial
  • 20

    Opportunity for Global Change

    • Overview
  • 21

    Outlook Add-In

    • Overview

    • Installation

    • Configuration

    • Common Issues

    • Video Tutorial
  • 22

    Planned Gift

    • Overview

    • Configuration Instructions

    • Viewing and Managing Planned Gift Data

    • Video Tutorial
  • 23

    Constituent Pronouns

    • Overview

    • Configuration Instructions

    • Adding Pronouns to Constituent Records

    • Video Tutorial
  • 24

    Sponsorship Recipient Batch

    • Overview

    • Adding Recipients to a Fundraising Purpose via Batch

    • Video Tutorial
  • 25

    Region Code

    • Overview

    • Configuration Instructions

    • Adding Region Codes to Addresses

    • Adding a Global Change to Refresh or Assign Region Codes

    • Video Tutorial
  • 26

    Revenue Global Changes

    • Overview

    • Video Tutorial
  • 27

    Single Sign-On (SSO)

    • Overview

    • Setup Guide (All Providers) - Single Sign-On

    • SSO install checklist

    • SSO Use
  • 28

    Smart Field Refresh

    • Overview

    • Tutorial Video
  • 29

    Velocity

    • Overview

    • Installing Velocity

    • Upgrading to the newest version

    • Canceling a running Velocity Process

    • Data Map Formulas

    • Formula Variables

    • Pre and Post Procedures

    • Staging Tables

    • Objects Created With a Staging Table

    • Bulk Deleting Records with Velocity

    • Bulk Editing With Velocity Step 1 - Exporting and Exploring the Data

    • Bulk Editing with Velocity Step 2 - Editing the Data

    • Importing Huge Files Quickly

    • Velocity Logging and WriteBack

    • Sample Configurations

    • File to Batch Import (101)

    • Constituents Bulk Delete (101)

    • Adding Revenue Attributes (101)

    • Using Query as a Source for bulk edits (101)

    • Using CSV as a Source for bulk edits (101)

    • Lookups: Direct Table

    • Lookups: Simple Data Lists - Add Revenue Attributes

    • Sources: Stored Procedure

    • Editing Interactions

    • Deleting Attributes

    • Luminate Online Target

    • Luminate Online Source

    • Address Validator Transformer

    • Staging table user interface

    • Staging table uniqueness

    • Generating a new Luminate Online WSDL
  • 30

    Email Template Manager using BEE

    • Overview

    • Instructions
  • 31

    Prospect Status History

    • Overview

    • Tutorial Video
  • 32

    List Builder Generator

    • Overview

    • Tutorial Video

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