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Blackbaud / MS Office Integration changes

  • 1.  Blackbaud / MS Office Integration changes

    Posted 13 days ago

    I'm sure by now everyone who is using Blackbaud is aware of the changes Blackbaud is implementing the end of February to end a portion of its integration with MS Office – specifically as it relates to producing acknowledgement letters directly out of RE. This change is being made for security reasons.

     

    I am curious to know how you have been approaching new processes to produce those acknowledgements via Word/Excel merging outside of Raiser's Edge?

     

    We are in the process of discussing this and I'm curious to know how others are handling.

     

     

    Robin

     

    Robin L. Onsa

    Prospect Research and Management Officer

    Catholic Charities of San Francisco

    Email:  robinonsa@msn.com

    www.catholicvharitiessf.org

    Cell:     (415) 606-8134

     

     



  • 2.  RE: Blackbaud / MS Office Integration changes

    Posted 13 days ago
    Robin, did you see the post from Bill just an hour or so ago regarding this topic?  His referenced paper offers several viable options!

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 3.  RE: Blackbaud / MS Office Integration changes

    Posted 12 days ago

    I did, John. Am looking for the experience of others.

     

    Blackbaud also has a webinar on it.

     

    While annoying, I don't see it as particularly complex – more a matter of changing one's current process and ensuring gifts are marked as 'acknowledged' in RE. It is not the end of the world ��

     






  • 4.  RE: Blackbaud / MS Office Integration changes

    Posted 12 days ago
    Do you have a link to their webinar on the changes?  Assuming I should try to get ahead of this train