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Blackbaud CRM how-to documentation includes the help file in the program, user guides, new features videos and more! Want to receive updates about our How-to Documentation via RSS or email?
Have a question or comment about the user guides or help files? Please email us at docs@blackbaud.com.
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We provide how-to user guides for all the features and tasks in the software.
Blackbaud CRM 2.93 provides the tools and enhancements to help save you time and manage constituents more easily with new membership features, a simplified user interface, intuitive duplicate management options, a new Batch toolbar ribbon, import updates, and more. For information about what's new in the Spring 2012 release, see the walkthrough.
We provide a series of videos on tasks and new features in CRM. You can also view Internet Solutions videos.
Review the latest system requirements before you install or update your software!
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.
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.
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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The Setup and Administration guides help you set up, configure, and customize Blackbaud CRM for your organization.
The System guides teach you about how to use all the important features of Blackbaud CRM.
The Direct Marketing guides teach you how to integrate and use Blackbaud Direct Marketing with Blackbaud CRM.
The Reports and Analysis guides teach you how to use data mart, OLAP tools, query, export, reports, and key performance indicators.
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.
The setup and administration guides help you set up, configure, and customize Blackbaud Internet Solutions for your organization.
The website design guides teach you how to create and manage the key components of your website.
The system guides teach you about how to use important features of Blackbaud Internet Solutions.
These guides teach you how to integrate and use Blackbaud Internet Solutions with CRM and Direct Marketing.
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