Blackbaud CRM

Database Changes for Blackbaud CRM 4.0 Service Pack 7

By: John Lyons

Posted on: April 13, 2016

The Blackbaud Infinity Technical Reference now reflects database changes made for Blackbaud CRM 4.0 Service Pack 7. The updated schema documentation provides a comprehensive list of changes between Blackbaud CRM 4.0 and Service Pack 7 for both the transactional database and the Blackbaud Data Warehouse database.... Read More
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Adding Address Validation to a custom form

By: christi

Posted on: March 29, 2016

NOTE: You need to have Address Validation turned on before beginning. To see if Address Validation is enabled, open the Address Add Form 2, set the country to a country with Address Validation enabled, and ensure that the Validate button shows. At a minimum, your data form must have the following fields (though they can be named differently and can be hidden, they do need to exist in your form): COUNTRYID, ADDRESSBLOCK, CITY, STATEID, POSTCODE. In your form, add the UIAction that will trigger the validation: <UIAction ActionID="VALIDATEADDRESSACTION" Caption="Validate" Description="Perform... Read More
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Refreshing with production databases

By: Chris Whisenhunt

Posted on: January 26, 2016

One of the things that organizations tend to want or need during and after implementation are database refreshes. Right now we have 3 database servers: production, staging, and test. Full backups are taken of every user database on the servers every night. I setup a job that would automatically move them nightly after the backups have been taken. I then wrote a generic script that would restore them when needed. Therefore if I'm out sick and support or users need something refreshed it can be done with as few clicks as possible, may 4 after you have remote desktoped in? I added a new folder wh... Read More
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Create Custom Tiles

By: John Lyons

Posted on: May 28, 2015

At the 2015 Blackbaud CRM Developers Conference, the presentation on Creating a Blackbaud CRM Interactive Summary Tile demonstrated the basics of how to build custom tiles for the summary section of the Constituent page.   Starting with Blackbaud CRM 4.0, the Constituent page’s summary displays a series of interactive tiles. The summary section automatically displays several out-of-the-box tiles, and third-party developers can supplement them with custom tiles of their own. The Developers Conference session demonstrated how to build a custom tile that displays demographics information for... Read More
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Database Changes for Blackbaud CRM 4.0 Service Pack 2

By: John Lyons

Posted on: May 27, 2015

The Blackbaud Infinity Technical Reference now reflects database changes made for Blackbaud CRM 4.0 Service Pack 2. The updated schema documentation provides a comprehensive list of changes between Blackbaud CRM 4.0 and Service Pack 2 for both the transactional database and the Blackbaud Data Warehouse database.   Prior to Blackbaud CRM 4.0, the technical reference only reflected schema changes for major releases, but starting with Service Pack 1, the technical reference now reflects schema changes between major releases and service packs and describes the database changes down to the fie... Read More
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What’s New for Blackbaud CRM SDK v4.0 Service Pack 1

By: John Lyons

Posted on: March 3, 2015

The Blackbaud Infinity Technical Reference now reflects database changes made for Blackbaud CRM 4.0 Service Pack 1. The updated schema documentation provides a comprehensive list of changes between Blackbaud CRM 4.0 and Service Pack 1 for both the transactional database and the Blackbaud Data Warehouse database.   Previously, the technical reference only reflected schema changes for major releases, but starting with Service Pack 1, the technical reference will now also reflect schema changes between major releases and their service packs to display database changes down to the field, inde... Read More
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Register for the Software Developer Kit (SDK) bootcamp!

By: TripOtt

Posted on: March 3, 2015

By popular demand, Blackbaud is now offering a Software Development Kit (SDK) “bootcamp”. Having command of the SDK allows a developer to take advantage of the advanced features of Blackbaud CRM. Using the SDK, you can extend or replace the solution’s out-of-the-box features, add tabs to constituent records with your organization’s data needs, include tables you created or data directly retrieved from another system, build first class custom interfaces for the way your organization manages relationships, and more. As a result, your organization will be able to further enhance the solution to a... Read More
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Troubleshooting OData Feeds

By: Ron Frum

Posted on: January 15, 2015

While using the new OData feature for query in Blackbaud CRM should just work most of the time, there will be situations where users encounter an error message or unexpected results. I would recommend following the below steps to help diagnose the issue and hopefully resolve the problem.   1. Apply the latest patches. Both Excel and Tableau update their products regularly with bug fixes. For Excel users, you should be able to run Windows Update to get the latest fixes. If using Excel 2010, I would also recommend making sure to download the latest version of PowerPivot. You can also update... Read More

What’s New for Blackbaud CRM SDK v4.0

By: John Lyons

Posted on: November 25, 2014

The What's New Guide for Blackbaud CRM SDK 4.0 is now available within the SDK developer guides, and the Blackbaud Infinity Technical Reference is now updated to reflect database objects in Blackbaud CRM 4.0. The What’s New Guide describes the improvements that were made to the SDK and overall developer experience for version 4.0. These enhancements include entirely new features, extensions to existing functionality, and improvements for performance and usability. Some of the highlights include: C# templates: Project templates and spec templates are now available to create customizations with... Read More
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OData 101

By: Ron Frum

Posted on: November 25, 2014

Blackbaud CRM 4.0 introduces a new feature to make it easier to access your data using reporting tools such as Excel and Tableau. Each ad-hoc query and smart query in the system is now accessible via an OData feed. The Open Data Protocol (OData) is a data access protocol built on core protocols like HTTP and commonly accepted methodologies like REST for the web. For more information on OData, I recommend spending some time on odata.org In order to enable OData, you'll need to set the Application Root URL of the environment being used. This can be set using the Set Application Root URL task in... Read More
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