Blackbaud Enterprise CRM User Guides To search a guide for a specific word or phrase, press CTRL+F to open the Find screen, enter the word, and click Find. We recommend you download user guides larger than 300K: right-click the link to the guide and select Save Target As.  Did you know answers to your software questions are right at your fingertips? While working in the software, click the help icon to open an extensive help file. Type keywords in the help file’s search field to find specific information about a process or function.
Getting Started 
Setup and Administration - Administration Guide (PDF 6.8M) October 6, 2011
This guide explains system-wide set up and configuration options, such as GL account setup, fiscal years, notifications, email alerts, attributes, smart fields, and code tables. It also includes information on how to run business processes, create queues, and use global changes to update your data. This guide also contains information about the Data Tune-Up. - Batch and Import Guide (PDF 9.7M) October 6, 2011
With batch entry, you can enter and update information and records in your database quickly because you do not need to add or open each record separately. This guide explains how to create batch designs to determine the fields to include in a batch and how to create batches to add and update multiple records in your database. You learn how to configure numbering schemes to assign each batch with a unique identifier and design workflows to ensure the appropriate staff members view or approve each batch. You also learn to how import data from an outside application into a batch and how to generate a process to commit multiple batches to the database at one time. - Data Tune-Up Guide (PDF 3.0M) October 6, 2011
This guide contains information about the Data Tune-Up and the Data Enrichment Services available with Enterprise CRM. - Exchange Integration Guide (PDF 1.3M) October 6, 2011
This guide explains how to use constituent data from your database to create contact records and calendar items in Microsoft Outlook. You can map users to the Microsoft Exchange server, create synchronization processes for contact records and calendar items, and download changes and email messages from Outlook into batches. - Infinity Help File Customization (PDF 1.7M) October 6, 2011
The Infinity Platform ships with more than 4000 HTML help topic files for the products. If you want to modify the contents of the help file, there are a few things to consider. It is also important to understand some of the basics about the help file and how the navigation is generated. This document walks through Infinity help file basics, along with several customization strategies and considerations. - Multicurrency Guide (PDF 5.3M) October 6, 2011
If your organization receives donations from different countries and territories, you must have the ability to accept, process, and analyze these transactions. To support the complexity of multiple currencies, Multicurrency performs the calculations required to successfully manage and track revenue. You can configure the program to accept and process revenue transactions in different currencies. - Multicurrency Whitepaper (PDF 1.2M) January 2011
The purpose of this whitepaper is to explain the new Multicurrency feature within Enterprise CRM from a technical perspective. - Web Transactions Guide (PDF 2.7M) October 6, 2011
This guide explains how to integrate Blackbaud Internet Solutions and Enterprise CRM. After you configure settings for how to download data, you can download pending transactions from the website and manage them in Enterprise CRM. - Page Designer Guide (PDF 3.9M) October 6, 2011
This guide explains how you can use the Design Mode option to customize your program. The guide includes detailed explanations of the various areas in the program you can customize along with each customization option available. The Shell Design chapter also includes information about adding and editing pages, tasks, and functions. - Payment Application Data Security Standards Implementation Guide (PDF 1.0M) October 6, 2011
This guide includes information about how to use Enterprise CRM to help secure your constituents' credit card information in compliance with Payment Card Industry Data Security Standards (PCI DSS). It also provides information about steps your organization can take, in addition to using Enterprise CRM, to comply with PCI DSS. - Security Guide (PDF 3.4M) October 6, 2011
The security model for the system is multi-dimensional and allows you to create a structure which is as simple or complex as needed. There are several components of security, including users, system roles, and sites. This guide details the different security components, as well as information about how to leverage your existing Active Directory user/group schemes when you establish application users and system roles. - Team Approach Synchronization Information (PDF 1.0M) January 2011
This document explains data synchronization between Enterprise CRM and Team Approach.
System - Communications Guide (PDF 5.7M) October 6, 2011
This guide explains how to manage appeals, including appeal mailings and appeal reports. It also explains how to process correspondence, acknowledgements, planned gift acknowledgements, receipts, and pledge reminders. In addition, this guide explains configuration options for communication tasks. - Constituents Guide (PDF 8.3M) October 6, 2011
This guide explains how to add individual and organization constituents and constituent groups and households to your database. You learn how to manage constituent data such as personal, organization, education, relationship, and contact information, as well as constituencies, documentation, and financial information. You also learn how to make a constituent inactive or deceased, link a constituent to a user, view a constituent's giving and wealth information, and track interactions and correspondence. - Constituent Duplicates and Merge Tasks Guide (PDF 1.7M) October 6, 2011
This guide explains how to find and merge duplicate constituents in your database. You learn how to manage settings, view a report for duplicate constituents, merge two constituents, and configure and run a merge process for many constituents. You also learn about the logic and behavior of merge tasks for the merge process. - Corporate and Foundation Fundraising Guide (PDF 2.0M) October 6, 2011
This guide explains how you can match your organization’s funding needs with active grant programs. You can identify an overall funding goal, create funding requests for grant awards to meet this goal, track fundraising activity towards securing grant awards, and manage the grant award details and deadlines once your organization receives an award. If you choose to consolidate grant information with major giving management, you can also view grant activity in Key Performance Indicators (KPIs) and reports. - Events Guide (PDF 6.7M) October 6, 2011
This guide explains how to set up and manage events. You can learn how to set up event and lodging locations, coordinators, registration types, options, and packages. The guide explains how to configure event seating, run seating reports, manage event speakers, and configure team fundraising events. It also includes information about how to register constituents for events, and how to manage the invitations you send your constituents. - Fundraising Guide (PDF 5.1M) October 6, 2011
This guide explains how to manage your fundraising efforts. You can set up your fundraising purposes and campaigns. You learn how to establish goals for your efforts, how to establish designations for revenue records, and how to report on the progress and effectiveness of your fundraising efforts. - Mapping Guide (PDF 1.0M) October 6, 2011
To geographically locate prospects and constituents on an interactive map, you can use the integrated mapping functionality, powered by Microsoft Bing Maps. - Memberships Guide (PDF 2.8M) October 6, 2011
This guide explains how to manage memberships, including membership programs and levels and how to print membership cards. - Mobile Access (PDF 1.0M) October 6, 2011
With your mobile device, you can extend the reach of your Blackbaud applications built on the Infinity Platform. For example, you can check KPIs for up-to-the-minute numbers or view prospect information and file contact reports from the road. This document shows you how. - Prospects Guide (PDF 8.0M) October 6, 2011
This guide explains how to work with prospects, fundraisers, research groups, and more. It includes instructions on importing from WealthPoint and managing WealthPoint information. The Major Giving Setup chapter takes you step-by-step through the process of creating plan outlines and opportunity gift ranges. - Revenue Guide (PDF 7.7M) October 6, 2011
This guide explains how to add pledges, recurring gifts, matching gift claims, grant awards, and payments toward donations or commitments such as pledge installments, event registration fees, or membership dues to your database. You can learn how to apply payments to specific commitments, apply recognition credit to constituents for donations, and manage solicitors, benefits, and designations for various transaction types. This guide also explains how to process direct debit and credit card transactions, and how to report on the revenue your organization receives. In addition, learn to post revenue to the general ledger and integrate with MatchFinder Online to identify potential matching gift claims. - Sponsorship Guide (PDF 3.2M) October 6, 2011
This guide explains how to work in Sponsorship. It includes configuration information, such as entering locations and creating greatest need definitions, programs, and groups. It also includes instructions on how to enter and maintain opportunities and sponsorships in your system. - Treasury Guide (PDF 3.6M) October 6, 2011
This guide contains information about Treasury and Treasury Reports. It provides instructions to add and edit banks, bank accounts, adjustment categories and adjustments, miscellaneous payments, and deposits. - Volunteers Guide (PDF 2.3M) October 6, 2011
This guide explains how to add volunteers and jobs to your database. You can learn how to set up traits, screening plans, and specific volunteer types. The guide explains how to manage volunteer availability, job occurrences, and timesheets. You can learn how to match qualified volunteers with the jobs for which they are qualified, and you can learn how to report on volunteer and job schedules.
Direct Marketing - Direct Marketing Introduction (PDF 570K) October 6, 2011
This guide explains the workflow of the components of the program and includes information about general Direct Marketing features. - Blackbaud Internet Solutions Integration Guide for Direct Marketing (PDF 570K) October 6, 2011
This guide explains how to integrate Blackbaud Direct Marketing with Blackbaud Internet Solutions. - Marketing Efforts Guide (PDF 10.2M) October 6, 2011
This guide explains how to create and manage all aspects of marketing efforts including packages, segments, lists, analysis, and more. - Marketing Planner Guide (PDF 1.3M) October 6, 2011
This guide explains how to use the Planner to establish estimates for costs and mailings for the next year or another set time period.
Reports and Analysis - Data Mart and OLAP Guide (PDF 1.0M) October 6, 2011
This guide explains the data mart and OLAP tools that allow you to conduct complex reporting and analysis. After you create a data warehouse and OLAP cube with the data mart deployment wizard, you can use reporting tools in the program to manipulate your data and create complex reports. - Query and Export Guide (PDF 4.2M) October 6, 2011
This guide explains how you can group records based on criteria you define with our powerful query tool. You can specify the filters to use, how you want the records sorted or grouped, as well as what fields you want included in the output. You can use queries throughout the program to help you manage and analyze your data. You can also export records to use in another program, such as a spreadsheet, for further analysis. - Reports and KPIs Guide (PDF 10.1M) October 6, 2011
This guide explains report functionality in Enterprise CRM, including the report explorer and the report model generator, as well as the numerous reports available. This guide also includes information about how to create key performance indicators (KPIs), KPI dashboard, and web dashboards.
New Features for Previous Versions
For any comments or feedback about our user guides, send an email to docs@blackbaud.com.
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