CRM Resources

CRM (Blackbaud) User Forum Presentations

Report Cookbook (for OLTP) Scouting America Appeal Progress & Appeal Constituent Reports

2025
January 2025 User Forum – Slide Deck – recording
– Year-End 2024 Tasks — 2025 New Year Tasks – Contribution Statements
February 2025 User Forum – Slide Deck – recording
– Potential batch changes – Closing Out 2024

2024
January 2024 User Forum – Slide Deck – recording
– Creating 2023 Contribution Statements – Pledge Write-offs – Prior Year – Events & Mapping -Updating Reminders
February 2024 User Forum – Slide Deck – recording
– Finishing Up 2023 – Year-End GL Transactions – Tracking 2024 Appeals – SAFR in Batch
March 2024 User Forum – Slide Deck – recording
– Global Write-Off – Reports for the 990 – Special Events & Auctions
April 2024 User Forum – Slide Deck – recording
– Blackbaud Merchant Services – Global Write-Off – The IRS 990 – PeopleSoft & CRM
May 2024 User Forum – Slide Deck – recording
– Effective Use of Project Codes – Non-Financial Contributions – Scouting Gives batches
July 2024 User Forum – Slide Deck – recording
– Monthly CRM To Do – Marking Constituents as Worked – Duplicate Checker – SAFR Cleanup
August 2024 User Forum – Slide Deck – recording
– Cleaning Up Your Solicitors to have better reporting – SAFR Cleanup
September 2024 User Forum – Slide Deck – recording
– Preparing for 2025 – Pledge Aging Receivable report – Unworked Donor List – Using correct accounting codes
October 2024 User Forum – Slide Deck – recording
– Pledge Receivable Aging Report – Unworked Constituent Listing – Setting up 2025 Appeals – Revenue Data Hygiene
November 2024 User Forum – Slide Deck – recording
– Ending 2024 & Planning for 2025
December 2024 User Forum – Slide Deck – recording – Updating reminder and acknowledgement templates
– Preparing for Year-End, Starting up 2025, Changing to Scouting America branding

2023
January 2023 User Forum – Slide Deck – recording
– Creating 2022 Contribution Statements – Cleaning Up Unposted batches
February 2023 User Forum – Slide Deck – recording
– Global Write-off – Reports for 990 – Beginning GL FR Transactions – Using Group ID in batch
March 2023 User Forum – Slide Deck – recording
April 2023 User Forum – Slide Deck – recording
– How GL works in batch entry
May 2023 User Forum – Slide Deck – recording
– Thorough run-through of Acknowledgements & Reminders – Query vs Reports vs Data List – Searching an Appeal
June 2023 User Forum – Slide Deck – recording
– Gift Level Programs – Event Attendance Data List – SAFR Groups explained
August 2023 User Forum – Slide Deck – recording
– System sync update – Gift Level Programs – Event attendance data list – Designations – Pledge receivable aging report – Pledge reminders
September 2023 User Forum – Slide Deck – recording
– Pledge Receivable aging – Unworked Constituent Listing – Setting up 2024 Appeals – Scouting Gives helps – CRM Sync issues
October 2023 User Forum – Slide Deck – recording
– Good Turn Society recognition program – preparing for 2024
November 2023 User Forum – Slide Deck – recording – BBMS Decline or Rejection Codes
– Review Batches in CRM – Preparing for Year-End
December 2023 User Forum – Slides – recording

2022

January 2022 User Forum – Slide Deck – recording
February 2022 User Forum – Slide Deck – recording
March 2022 User Forum – Slide Deck – recording
April 2022 User Forum – Slide Deck – recording
– Creating Constituent Interactions * Using the Constituent Interaction Data List * Using Development Workspace * Scouting Gives Setup
May 2022 User Forum – Slide Deck – recording
– BBMS Updates * New Scouting America CRM Host * Deleting Batches * Using Constituent Interaction Data List * Preparing for IRS 990
June 2022 User Forum – Slide Deck – recording
– Updates to BBMS * New Scouting America CRM Host * Creating an Unworked Constituent List * Volunteer Awards Data List * New Credit Card Process
July 2022 User Forum – Slide Deck – recording
– Recording donor-advised funds * cleaning up old batches * new data lists available * update on move to new hosting
August 2022 User Forum – Slide Deck – recording
– Optimizing batch – Pledge Receivable Aging Report – Payment Reminders – Summary of Appeals – Review of Data Lists available
September 2022 User Forum – Slide Deck – recording
– Review batch types – Pledge Aging Receivable Report – Creating an Unworked List – Review of Data Lists available
October 2022 User Forum – Slide Deck – recording
– Creating a 2023 Appeal – Recording Future Year contributions – Review of Data Lists
November 2022 User Forum – Slide Deck – recording
– Creating 2023 Appeals – Updating Donor Communications – Year-End Revenue Checklist
December 2022 User Forum – Slide Deck – recording
– Review Year-End procedures for success!

2021

January 2021 User Forum – slide deck – recording
March 2021 User Forum – Slide deck – recording
April 2021 User Forum – Slides – recording
May 2021 User Forum – Slides – recording
July 2021 User Forum – Slides – recording
August 2021 User Forum – Slides – recording
September 2021 User Forum – Slides – recording
October 2021 User Forum – Slides – recording
November 2021 User Forum – Slides – recording
December 2021 User Forum – Slides – recording