Blackbaud CRM Administration Guide

Administration Guide

03/22/2016 Blackbaud CRM 4.0 Administration US

?2016 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.

The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages.

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All other products and company names mentioned herein are trademarks of their respective holder.

Administration-2016

Contents

Quick Links

6

Configuration Tasks

8

Countries and States

9

Enable or Disable Default Blank Query Criteria

13

Enable or Disable Matching

13

Enable or Disable Phone Formatting

14

Individual Display Name

14

Mapping

15

Organization Information

16

Reason Codes

16

Report Model Record Access Security

18

Self-service Password Reset

18

Time Zones

19

Configure Help Type

21

Application Features

22

Catalog Browser

22

Application Features

25

Attribute Categories

30

Manage Attribute Categories

30

Manage Attribute Form Extensions

34

Update Attribute Query Relationship

36

Notifications

37

Add Notifications to a Group of Records

37

Update Notification Query Relationships

38

Configuration Data

39

Configuration Export

39

Configuration Export Process Status Page

42

Configuration Import

43

Configuration Import Process Status Page

43

Import or Export Accounting Configuration Data

44

Application Usage Report

45

Import ZIP Code Table

46

Email Management

47

Email Services

48

Email Services Reports

55

Email Alerts

58

Search List Configuration

73

Configure Search List Fields

73

Manage Search List Replacements

74

Code Tables

76

Access Code Tables

76

Manage Code Table Entries

77

Show Lookup Screen

78

Edit the Sort Method of Code Table Entries

79

Establish User Permissions for Code Tables

79

Educational Catalog

82

Educational Institutions

82

Academic Catalog

84

Scholarship Terms

86

Academic Code Tables

87

Global Change

88

Add a Global Change Instance

89

Assign Global Change Permissions

90

Process Global Changes

90

Global Change Process Record

91

Reset Last Run Date

92

Global Change Definitions

92

Organization Hierarchy

123

Implications and Uses of Hierarchy

123

Access Organization Hierarchy

125

Manage an Organization Hierarchy

125

Manage Organizational Teams

132

Organization Calendar

134

View the Organization Calendar

134

Add Items to the Organization Calendar

135

Export the Organization Calendar

136

Smart Fields

137

Smart Field Workflow

138

Add a Smart Field

138

Manage Smart Fields

150

Smart Field Definitions

154

Record Sources

172

Add/Remove Record Sources

172

Manage Record Sources

173

Optional Modules

190

Unlock Optional Modules

190

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