Blackbaud CRM 4.0 How-To
Assistance and Resources
Review the latest features released in Blackbaud CRM 4.0.
This list displays high & critical severity issues reported by, or found to affect customers.
Learn more about Blackbaud CRM with these great how-to videos.
Dive into the user guides for a full overview of concepts, features, how-tos, and best practices to get the most out of Blackbaud CRM.
Dive into the user guides for a full overview of concepts, features, how-tos, and best practices to get the most out of Blackbaud Internet Solutions.
Need more help? Check out these resources.
Blackbaud CRM user guides
Reports and Analysis
Setup and Administration
Blackbaud Internet Solutions user guides
- Constituent Record Redesign
- Introducing Research Lists
- Enhanced External Prospecting Database Search
- CRM 4.0 Resources
- OData in Excel 2013
- Odata in Excel 2010
- OData in Tableau
- Information Library
- Pledge Installment Designation Enhancements
- Credit Card Reconciliation Enhancements
- Giving List Report
- Sustained Giving: Recurring Gift Records
- Sustained Giving: Update Recurring Gift Statuses Business Process
- Batch and Import: The Big Picture (Batch)
- Batch and Import: The Big Picture (Import)
- Advanced Query Concepts
- Constituent Data Hygiene Settings in Administration
- Constituent Update Rules in Administration
- Member Services View of a Constituent
- GL Distributions Tab Enhancements
- Credit Card Processing Process: Rejection Handling
- Basic Navigation and General Features
- Email Message Overview
- Add Content to a Web Page
- Define Web Page Properties
- Add a Page to a Menu
- Website Security Overview Part 1
- Website Security Overview Part 2
- HTML Editor Ribbon Toolbar
- HTML Editor Enhancements
- Multiple Sites Management
- 301 Redirects
- Enable Profile Images
- Email Performance Statistics
- Email Process Overview
- Event Registration Form - Complex Events