CRM (Blackbaud) User Forum Presentations
Report Cookbook (for OLTP) BSA Appeal Progress & Appeal Constituent Reports
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 – BSAFR 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 –