Florida State University Blackbaud CRM Revenue Training Prepared by Alexia Chamberlynn
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1 Blackbaud CRM Revenue Training Prepared by Alexia Chamberlynn
2 Blackbaud CRM User Guide 1 Revenue Gifts are now called Revenue to better encompass revenue from not only gifts, but also event registrations and memberships. There are a few helpful navigation tips below, and screenshots follow. To view, click the Revenue tab on the constituent record Sub-tabs = Recognition, Recognition History, Tributes, Gifts Recognition = totals in recognition societies Recognition History = hard and soft credit giving Tributes = if donor has received gifts in their honor/memory Gifts = planned gifts and matching gifts Filters always check! Sorting by commitment groups payments under their respective pledge Sorting by transaction is more of a chronological history Note sub-tabs and page numbers/arrows for lengthy giving histories Use double down arrows on left to view more detail on a transaction There are many types of Rec Credit now, not just general soft credit. Donors get Self Credit on their own gifts, spouses get Spouse Credit, etc. Click blue link to open gift for more details Non-gift revenue is now called Other To identify the types of transactions on the Revenue History tab, look at the columns Transaction, Application and Revenue Type Outright cash gift = Trans Type of Payment, Application of Donation, Revenue Type of Gift Pledge = Trans Type of Pledge, Application of Donation, Revenue Type of Gift Pledge Payment = Trans Type of Payment, Application of Pledge, Revenue Type of Gift Event reg = Trans Type of Payment, Application of Other, Revenue Type of Other (for converted transactions, will be Event in the future). You can also see that Category says Historical Event for the converted transactions. Membership payment = Trans Type of Payment, Application of Membership, Revenue Type of Membership FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM USER GUIDE I PAGE 1
3 An example of the Recognition History tab. Note row of sub-tabs Filters!! Click blue hyperlinks to open the gift for details. Use page number or arrows for multiple pages of gifts. FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 2
4 Detail of a gift. Note sub tabs in lower pane. 2 Adjustments and Write-Offs Adjustments themselves did not convert from RE to CRM (as with previous database conversions), but the adjustment notes remain on the Documentation tab. Voids did not convert at all. FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 3
5 Example of adjustment notes: Write-offs can be viewed in several ways: o By noting the difference between the Total Paid vs. Pledge amount, on a pledge with zero remaining balance o On the Installment/Write-off Activity tab, you will see the installments written off o Notes on Documentation tab o On the Revenue History tab, filtering on Transaction view shows write-offs as a separate transaction on the day they were done. FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 4
6 FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 5
7 3 Designations and Purposes What was called a fund in Raiser s Edge is now split into two different parts, Designation and Purpose. In general, the Designation has more fundraising and advancement details, whereas the Purpose has more Accounting details, though there is some overlap. There are a few helpful navigation tips below, and screenshots follow. To go to Designation and/or Purpose, click Fundraising on the top menu (the navigation bar). Go to either Designation or Purpose search As in Raiser s Edge, you may use the wildcard (denoted by an *) to search on keywords The designation/purpose category drives the general ledger Scholarship recipients can now be viewed on the Designation A fund can now have a public name vs. an internal name, which is helpful for webpages, publications and such Click the Fundraising tab on the Navigation Bar to access Designations and Purposes FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 6
8 Example of a search using the wildcard (*) Detail of a Designation. FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 7
9 Detail of a Purpose. Note fund category, which drives the GL, the Recipients tab which shows scholarship recipients, and the Stewardship tab which shows primary fund contact. FLORIDA STATE UNIVERSITY ADVANCEMENT BLACKBAUD CRM BASIC USER GUIDE I PAGE 8
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