What's New

To ensure constituent information is current, you can require donors to enter their phone numbers on a donation form. From Tools, Donation form designer, add a new form or edit an existing one. Under Form, select Constituent and gift fields in Form designer and move Phone to the form. Select Make this field required.

You can now generate PDFs for your constituent’s yearly giving statements, which you can print and mail as physical copies.

Tip: Send the printed consolidated receipt in a #9 double window envelope to ensure that your organization's name and address appears in the top window and the constituent's name and address appears in the bottom window.

Under Fundraising, Giving statements, select one or more constituent, then select Generate PDF receipts. From PDF tasks, you can monitor the status of the PDFs, and download the ZIP file once the PDFs have been generated. Larger files may take a few minutes to generate. For more information, see Giving Statements.

You can customize certain aspects of the PDF statement's message to personally thank the constituent for giving or to provide specific contact information if they have questions about their statement. From Giving statements, select Giving statement settings. Select PDF and enter your desired statement name and message. For more information, see Giving Statements Settings.

To simplify your login process and to comply with the latest security standards for software, you no longer enter Citrix credentials when you access database view! From Database , Open database view, use the new Citrix access page to open your databases, Crystal Reports, hosted files, and regional settings. Previously, you entered a Citrix login and password before you could open these areas of the program.

Although this update streamlines your experience, there are a few changes to be aware of.

• Admins must now send invitations from Control panel, Security to each user so they can link their account to a Blackbaud ID. For example, users who previously navigated directly to the Citrix login page to open database view should now log in from web view and select Database , Open database view. For more information, see Users.

  Tip: We recommend you configure and enable Windows authentication for each existing database view user before you send invitations. If you don’t, those users may notice color preferences, file locations, column selections, and other settings reset to default when they log in with their web view credentials for the first time. For information about how to set up Windows authentication, see this Knowledgebase article.

  Note: Users with multiple accounts in the database view, such as for supervisor and regular access, must use separate Blackbaud IDs for each account.

• To access hosted files — such as exports, media files, and Microsoft Word merges — shared in your secure file transfer protocol (FTP) location, you now use automatically generated login credentials instead of Citrix credentials. To view the details required to access the FTP location for each database, select Database view options from top right corner of the Citrix access page.

• To view your database number, such as for third party integrations, select Database view options from the Citrix access page. Previously, you contacted Support for this information.

• To download Citrix Workspace, such as before a user opens the database view the first time, select Install Workspace from the Citrix access page.