Blackbaud CRM

Blackbaud CRM how-to documentation includes the help file in the program, user guides, new features videos and more!

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Blackbaud CRM Help

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.

Blackbaud CRM User Guides at a Glance:

 

eReader Help: Do you want to learn the best way to view our PDFs on your favourite eReader? This simple set of beginner instructions lays out quick steps for viewing our user guides on Nooks, iPads, and Kindles.

Getting Started

Before you use Blackbaud CRM we recommend you review the tools and features that appear throughout the program. We also encourage you to familiarize yourself with the new features.

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Direct Marketing

The Direct Marketing guides teach you how to integrate and use Blackbaud Direct Marketing with Blackbaud CRM.

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Reports and Analysis

The Reports and Analysis guides teach you how to use data mart, OLAP tools, query, export, reports, and key performance indicators.

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Blackbaud Internet Solutions User Guides at a Glance:

 

eReader Help: Do you want to learn the best way to view our PDFs on your favorite eReader? This simple set of beginner instructions lays out quick steps for viewing our user guides on Nooks, iPads, and Kindles.

Getting Started

Before you use Blackbaud Internet Solutions we recommend you review the tools and features that appear throughout the program. We also encourage you to familiarize yourself with the new features.

more

Setup and Administration

The setup and administration guides help you set up, configure, and customize Blackbaud Internet Solutions for your organization.

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Website Design

The website design guides teach you how to create and manage the key components of your website.

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System

The system guides teach you about how to use important features of Blackbaud Internet Solutions.

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Integration

These guides teach you how to integrate and use Blackbaud Internet Solutions with CRM and Direct Marketing.

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