Known Issues

Comment Knowledgebase Date Added
When activating a Marketing Effort, a user may be presented with the error: Method not found: 'Boolean Blackbaud.AppFx.Marketing.Catalog.SPWrapMKT.UFN_MKTSEGMENTATIONACTIVATE_HASINACTIVETESTMAILING.WrapperRoutines.ExecuteScalar(System.Data.SqlClient.SqlConnection, System.Nullable`1<System.Guid>, Int32)'. 10/17/2014
When installing the Blackbaud Excel Add-In Deployment Utility from the utilities on the BBCRM start page, the following error is received: An error occurred during the customization install. To remedy this problem, click Details for more information and contact your system administrator. As a workaround you can select to view the details of the error and copy the URL provided into a new browser window. The Excel Add-In Utility install will resume and instal successfully. 12/4/2014
Logging into BBIS from Payment 2.0 Page removes current items from cart. The items that show in the cart are the items from previous login session. 74065 1/30/2015
SectionField drop down is blank in web shell when being used to add Default Values to an add form. 73575 2/18/2015
Users with site security need additional rights to create an effort from a marketing effort plan 10/7/2015
Matching gift claims can be edited after posting. An error message is given after changing anything in the edit form and saving. 73511 3/16/2015
The expected behaviour is: if the constituent/registrant in the event registrant batch is not being auto-matched or manually matched in the batch it should create a new constituent, The actual behaviour is: but instead it actually being matched to a constituent with same name even when the contact details are no matched at all. (Only First name and Last name is matched) 3/23/2015
When attempting to adjust the amount of a donation in a revenue update batch, a user is prompted on whether they would like to adjust solicitor credits or tributes based on the new amount of the transaction. The transaction does not have any solicitor credits or tributes associated with it. Prompts: 'Would you like to reset solicitor credits to the new amount?' 'Would you like to reset tributes based on the new amount?If you choose not to automatically update tributes for this payment, you may need to manually update the tributes before updating the payment itself.' 74686 3/25/2015
When reviewing the ETL status log for version 4, this error appears multiple times. 83343 5/1/2015
When viewing to total on a Marketing Effort, the payment and pledge is being counted if the payment was entered in a batch along with a donation. If the pledge and payment are entered separately, the Effort only counts the pledge. 79863 8/20/2015
CRM users may notice the information under the Revenue History tab of a constituent’s record does not load when applying a revenue filter that is based on a dynamic selection. 92083 6/30/2015
When importing information that contains employee relationships with a constituent update batch, the process takes longer in version 4.0 than it did in version 2.94. 94932 8/13/2015
When saving after setting a filter in a data list created from the Revenue (from the Blackbaud Data Warehouse) query view, specifically when setting filters for attributes and smart fields. This does not occur in data lists created from the Revenue query view. 95836 9/21/2015
When running the blackbaud.appfx.rolesync.exe an error message is given. This only occurs when executing this from the command prompt. BB753742 10/7/2015
When deleting a page in the BBIS administration area, it is removed from the Site Explorer but remains available on the website itself 96259 2/22/2016
When running bbrepdep.exe against the data warehouse, users may receive the following error: There was a problem comparing the version of the data warehouse being deployed (15.0) and the current version of the data warehouse (15.xx) or DeployDataWarehouse An error occurred trying to deploy the datamart with options file 'C:\SiteManagerStage\Revisions\Enterprise CRM\Build4.0.155.0\Datamarts\bin\BBRepDepOptions.xml' 63186 10/6/2015
When running the Luminate Online Data Connector Business Process, you may receive Error: The operation has timed out. 96637 10/23/2015
When working in batch and adding recognition credit types, choosing contact methods on a constituent interaction, choosing relationship types, or selecting alternative ID code tables values that are not associated with the site the current user is a member of are appearing. This behavior is not readily reproducible and is resolved by just closing the form and starting over. This happens periodically for users of multiple sites and no security changes are audited during the time of the events. 98460 1/26/2016
When working in CRM, you may find the need to adjust the amount of a payment with a matching gift claim associated using a Revenue Update Batch.  Under certain circumstances, you may receive Error: "The DELETE statement conflicted with the SAME TABLE REFERENCE constraint "FK_FINANCIALTRANSACTIONLINEITEM_SOURCELINEITEMID". The conflict occurred in database "databasename", table "dbo.FINANCIALTRANSACTIONLINEITEM", column 'SOURCELINEITEMID' when doing so. 99092 2/24/2016
When entering revenue via batch entry with payment method= stock and application= pledge the revenue applies to the pledge as expected. When you go and sell the stock via the revenue record no matter what you put the sale price as it will show as a gain, even if the sale of the stock would have been a loss. This is not the same behavior if the stock is added via a revenue payment add (not via batch) 100558 5/5/2016
Source code not being brought over to the datawarehouse associated with a revenue record, there is a difference with what is available via a standard revenue query and a query based off the datawarehouse query view. 101230 5/12/2016
When navigating to the email message report you may find that bounced information is not being recorded for a specific message send. 104669 9/7/2016
When running an ETL refresh, the package 'BBDW_RPT_GIVINGLISTDETAIL' may take a long time to complete. 105646 10/11/2016
This issue occurs in the deploy log when updating to SP10, hotfix 37 and deploying the Data Warehouse: 10/20/2016 2:30:50 PM Information: WARNING: error loading catalog item BBDW.ReportDB.Catalog.BBDW_Fundraising.Package.xml: Server was unable to process request. ---> Unable to load catalog item. Record security is not supported for the Financial Transaction Line Item record type. Please change the record type or set EnforceRecordAccessSecurity to false ---> Record security is not supported for the Financial Transaction Line Item record type. Please change the record type or set EnforceRecordAccessSecurity to false You may also see that BBDW.ReportDB.Catalog.BBDW_Fundraising.Package.xml does not fully load 105947 10/24/2016
Donors receive Error: Please enter a valid routing number when adding direct debit donations via BBIS donations pages. These pages previously accepted Australian BSB numbers or US routing nubmers and now donors receive this error. 106228 11/2/2016
Bounced emails are showing as received in BBIS. 107079 11/30/2016
On the Data Warehouse under Administration the list builder is not getting completed after the SP 11 install. 107899 1/10/2017
BBDM data specific to the Donkey Sanctuary UK - Error calculating the segment record counts. Violation of PRIMARY KEY constraint 'PK__#TEMP_SE__3214EC270A1F9DAA'. Cannot insert duplicate key in object 'dbo.#TEMP_SEGMENTATIONSEGMENT'. The duplicate key value is (513461). 107930 2/15/2017
When users select the 'View HTML Code' on an email template with conditional content, the box that displays the code shows as blank with no pertaining code included. 108529 2/13/2017
No known issue 12/26/2016
You may have a queue of adhoc queries and Smart queries. Some of these are timing out when attempting to process in a queue after installing SP11. 110182 4/20/2017
Seeds are usually internal people at your organization who you include in your Direct Marketing efforts to verify that the fulfillment house does its job and sends out the marketing pieces correctly.  You can associate one or multiple seeds with Direct Marketing effort. When users send emails via Direct Marketing effortd the seeds do not receive the emails. 109624 3/31/2017
When sponsorship donors with stored cards get new credit cards, the BBMS Credit card updater should send the new info to CRM. But if some donors are already in an open batch when the updates happen, they get the batch error “The credit card does not match the card stored with the Blackbaud Payment Service. Enter the credit card information again.”. 109942 4/19/2017
The "Constituent Revenue Application Amount Smart Field" calculates either 0 or an incorrect amount (usually 0) for the Total Application Amount for Household Member Revenue if a constituent has a dissolved household on their record. In comparison, this smart field considers individuals that do not have a household on their record as Individual Revenue = Household Revenue and the field populates as expected. 110145 4/27/2017
After manually changing the recognition credit type from the default recognition credit type in an enhanced revenue batch, the recognition credit type will change back to default if the transaction is sent to an exception batch. 110228 5/1/2017
Users may notice that Event Registrations connected to an event that is associated with a campaign may get the following error when attempting to commit the Event Registration Batch :  Data could not be saved.   Cannot insert duplicate key row in object 'dbo.REVENUESPLITCAMPAIGN' with unique index 'UIX_REVENUESPLITCAMPAIGN_REVENUESPLITID_CAMPAIGNID_CAMPAIGNSUBPRIORITYID'. The duplicate key value is (..., ..., ...). 110515 5/11/2017
When a user opens an enhanced revenue batch (ERB) that has more than one page available it takes a long time to open. 110829 5/22/2017
When a user opens an enhanced revenue batch (ERB) that has more than one page available (over 50 rows) it takes a long time to click between the pages to make amendments. 110825 5/22/2017
This is in KB 110872 110872 5/23/2017
BBIS - Email sent from BBIS can be forwarded and the Unsubscribe link on the email will still allow access to change preferences for the original user. 57191 6/15/2017
Users may encounter a timeout error when attempting to access the Wealth and Ratings page from a constituent record. 111550 6/22/2017
Links to plans are incorrect on Prospects Without Recent Activity tab. When users click on a particular plan step on the Prospects Without Recent Activity tab they are taken to a plan that does not contain that step. 112082 7/19/2017
Users utilizing Bootstrap may find that, though they have styles setup for the Donation Form (Mini) part in their BBIS stylesheet, the donation form is rendered with default styles. 113480 6/6/2017
When adding a new web dashboard page with a context of Solicit Code along with a Data List Chart, an error is received. Error: "Unrecognized attribute 'name'. Note that attribute names are case-sensitive." 114547 11/14/2017
Unable to load data list. Object reference not set to an instance of an object. 114727 11/21/2017
When running the Generate payments process for pledges where the setting 'Payments due on or before’ is set to ‘date this process runs’ some payments are generated a day early. 114813 11/29/2017
When attempting to upgrade to SP14 and/or Hotfix 56, the user receives the error and the installation fails. 115318 12/19/2017
Credit card number does not appear in batch from E-store in BBIS to BBCRM 115552 1/2/2018
You might notice that BBIS email messages that show as not being sent in the email report still show up in the Communications tab of the recipient's constituent record. 115602 1/4/2018
Slow running imports processes 115758 1/11/2018
Users may find that individual payments become summed when changing the designation on a single installment pledge that is setup for multi-currency. 115791 1/16/2018
Expiration date is incorrect on contributions-based memberships after adding write offs and then a payment in the current term. This issue occurs for contributions-based memberships with a monthly term. The issue occurs when Recurring Gift installments are written off and a payment has been added in the current term that renews the membership. 115890 1/19/2018
When updating revenue in bulk using a default value specified in a field on the Revenue Update Batch template, the validate task in batch only populates the default value for the records on the active/selected page. 116089 1/29/2018
When filtering with Date.Fiscal Date using two different quarters the data does not show for the OLAP excel report. 116122 1/30/2018
With gift fees enabled, changing the designation on a posted payment results in the error, "The sum of the gift fee distribution amounts do not equal the total gift fees for this transaction" displaying at the top of the transaction. 116269 2/6/2018
Users experience error: The INSERT statement conflicted with the CHECK constraint "CK_CREDITCARD_CREDITCARDFIELDSREQUIRED". The conflict occurred in database "27308P_7e18f247-4233-42a2-9387-d1efb60e2d64", table "dbo.CREDITCARD".<br>BBERR_ORIGINAL_ERROR:547<br>BBERR_ORIGINAL_PROCEDURE:USP_CREDITCARD_ADD<br>BBER when using tokenizer in Blackbaud CRM 116369 2/9/2018
When attempting to edit the amount given to one designation in a split recurring gift on the Transaction Manager part, the edited amount is split over all designations. 116877 3/7/2018
When upgrading CRM via the V4 SP14 installer, one may encounter the following error: RevisionID: 14970 for revision set 1370 failed unexpectedly. 116895 3/8/2018
None. 117007 3/13/2018
When creating a smart query - Error: The field "Base currency ID" appears more than once in the list of smart query output fields. Field names must be unique. 000117054 3/15/2018
When a non-Admin user attempts to use the Customize dashboard functionality, they may notice their saved customized options do not populate on the dashboard. 117246 3/26/2018
The issue occurs with any Donation Form part (not the Advanced Donation Form part) when the Starting Date is set to today’s date, and the Day of Month is set for any day other than today. If both days are set to today’s date , or both are set to future dates , then the submitted amount shows correctly in batch. This is occurring on all recurring frequencies (monthly, quarterly, annual). It seems to occur only with the Donation Form part. unable to recreate the issue with multiple Advanced Donation Forms, whether they use Payment 2.0 or direct payment. 117276 3/27/2018
When trying to set up a Finder Process, the following error is received: "...Finder batch template does not exist." 98621 3/28/2018
User that has been imported into BBIS cannot log into BBIS without going through steps to reset their password. After going through the steps to reset the password by clicking the reset password link and receiving email to reset the password, user enters in new password and receives an error in BBIS 117492 4/5/2018
Editing steps on a Funding Request clears out additional solicitors and participants 117598 4/10/2018
When registering for an event using the Event Registration Form 2.0 in which the maximum registrants available per checkout field is set, step 1 on the form allows users to add more than the maximum allowed. On step 2 of the form, selecting a number higher than the set maximum from the quantity drop-down will result in the error, "Maximum allowed registrants per checkout is [Maximum number set on the form]". 117715 4/13/2018
When editing a revenue transaction's payment method from Stock to another option, you might encounter the error, "Data could not be saved. The DELETE statement conflicted with the REFERENCE constraint "FK_STOCKSALE_EXT_STOCKDETAILID". The conflict occurred in database "[Name]", table "dbo.STOCKSALE_EXT", column 'STOCKDETAILID'". 117740 4/16/2018
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