Boy Scouts of America

CRM Resources

 

CRM Process Videos

CRM (Blackbaud) User Forum Presentations

Report Cookbook (for OLTP) BSA Appeal Progress & Appeal Constituent Reports

 

2024
January 2024 User Forum – Slide Deckrecording
 – Creating 2023 Contribution Statements – Pledge Write-offs – Prior Year – Events & Mapping -Updating Reminders 
February 2024 User Forum – Slide Deckrecording
 – Finishing Up 2023 – Year-End GL Transactions – Tracking 2024 Appeals – BSAFR in Batch
March 2024 User Forum – Slide Deckrecording
 – Global Write-Off – Reports for the 990 – Special Events & Auctions
April 2024 User Forum – Slide Deckrecording
 – Blackbaud Merchant Services – Global Write-Off – The IRS 990 – PeopleSoft & CRM
May 2024 User Forum – Slide Deckrecording
 – Effective Use of Project Codes – Non-Financial Contributions – Scouting Gives batches
July 2024 User Forum –