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. 12/04/2014
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 01/30/2015
SectionField drop down is blank in web shell when being used to add Default Values to an add form. 73575 02/18/2015
Users with site security need additional rights to create an effort from a marketing effort plan 10/07/2015
Matching gift claims can be edited after posting. An error message is given after changing anything in the edit form and saving. 73511 03/16/2015
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) 03/23/2015
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 03/25/2015
When reviewing the ETL status log for version 4, this error appears multiple times. 83343 05/01/2015
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 08/20/2015
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 06/30/2015
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 08/13/2015
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 09/21/2015
When running the blackbaud.appfx.rolesync.exe an error message is given. This only occurs when executing this from the command prompt. BB753742 10/07/2015
When deleting a page in the BBIS administration area, it is removed from the Site Explorer but remains available on the website itself 96259 02/22/2016
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 10/06/2015
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 01/26/2016
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 02/24/2016
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 05/05/2016
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 05/12/2016
When navigating to the email message report you may find that bounced information is not being recorded for a specific message send. 104669 09/07/2016
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
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 01/10/2017
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 02/15/2017
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 02/13/2017
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 04/20/2017
None. 109624 03/31/2017
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 04/19/2017
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 04/27/2017
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 05/01/2017
None. 110515 05/11/2017
This is in KB 110872 110872 05/23/2017
Any previous email that contains ERID as integer, will be considered as anonymous user. But the new emails with GUID ERID will work as before. 57191 06/15/2017
Users may encounter a timeout error when attempting to access the Wealth and Ratings page from a constituent record. 111550 06/22/2017
In an ad-hoc revenue query from the BBDW, canceled recurring gifts show as being active if they have an annual frequency with start and end dates in the future. 112967 08/25/2017
We have observed where donations are not triggering the status and level of a membership to be updated. As such, memberships show a status other than Active even when there is a recent donation that should have reset the expiration date. The trick is that this does not always occur. 114552 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
None 115602 01/04/2018
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 01/29/2018
When filtering with Date.Fiscal Date using two different quarters the data does not show for the OLAP excel report. 116122 01/30/2018
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 03/07/2018
When upgrading CRM via the V4 SP14 installer, one may encounter the following error: RevisionID: 14970 for revision set 1370 failed unexpectedly. 116895 03/08/2018
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 03/15/2018
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 03/26/2018
New to file sponsor cannot be added by finder number. 117257 03/23/2018
When trying to set up a Finder Process, the following error is received: "...Finder batch template does not exist." 98621 03/28/2018
Even with auto-save enabled on the batch template, batches of downloaded from BBIS do not auto-save, regardless of the transaction type. 117579 04/10/2018
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 04/16/2018
When running a Pledge Reminders process, the process runs for multiple hours despite the query performing normally and only containing a few dozen results. 118075 05/01/2018
When logged in to BBIS with an account that is linked to a CRM constituent with revenue history, pages that have the transaction manager part take roughly one minute to load. This happens even on blank pages that only have that 1 part and no styling. 118409 05/17/2018
None. 118476 05/21/2018
When running SQL Server 2016 compatibility level 130 or higher, users have noticed that running a "Transaction Search" takes around 20 seconds to find a single transaction when doing a search using the "Revenue ID" in the search form. Doing the same search using compatibility level 110 (SQL 2012 DB level) returns a result almost instantly. 118652 05/29/2018
When logged into BBIS and registering for a free sub-level event in a multi-level event, users who change their personal information on the checkout page do not have the changes downloaded to CRM. 118664 05/29/2018
When importing multiple phone numbers into a Constituent Update Batch, the Primary Flag is being ignored – and so the client is not able to set the required phone number as primary. If the constituent doesn’t have any existing phone numbers, then the batch respects the Primary Phone field in the batch, so you can set whatever phone you like as Primary. I.e. Having three phone numbers in the batch you can use the Primary flag to set whichever one of the three you want as primary. However, if the constituent already has a phone number, then the Primary Phone fields do not get applied from the import. For example, having three phone numbers in the batch, with phone number two set as primary, then the Primary flag in the batch is ignored. 06/14/2018
When running the Constituent Profile Report for a constituent with revenue history, the report either runs/loads endlessly or takes 15+ minutes to complete if the Recognition summary option is checked. 119265 06/22/2018
An error occurred while executing a service revisions. ALTER TABLE statement failed because the definition of a column cannot be changed if the column is part of a columnstore index. Consider dropping the columnstore index, altering the column, then creating a new columnstore index. Revision text: alter table [BBDW].[FACT_SOLICITCODECHANNELOPTOUT] alter column [SOLICITCODECHANNELOPTOUTCONSENT] [nvarchar](16) null; when deploying the data warehouse against an existing data warehouse from SP16 on SQL Server 2012 119420 06/29/2018
When adding a matching gift claim to a split gift, where one application is a payment on a Do not post pledge that has the same revenue category as the payment, the error "Data could not be saved. Violation of PRIMARY KEY constraint 'PK_REVENUECATEGORY'. Cannot insert duplicate key in object 'dbo.REVENUECATEGORY'. The duplicate key value is (GUID)" is thrown. 119479 07/03/2018
Recognition credit from spouse revenue does not display in Transaction Manager 119494 07/03/2018
When registering for an event using the Event Registration Form 2.0 in BBIS, blank values from the form can overwrite existing constituent address information for the matched constituent. 119740 07/17/2018
Event registration payments ignore benefit distributions from event resulting in receipt amounts and charitable applications being incorrect 119761 07/18/2018
When creating a membership you are allowed to have benefits that exceed the price of the membership itself. This causes the error “The total value of the benefits ($x.xx) cannot exceed the revenue amount ($0.00)” when attempting to make any adjustments to the original revenue used to add the membership. The error is thrown both from the one off edit payment form and batch. 119847 07/23/2018
When a sponsorship has expired in a payment 2.0 cart, clicking the Remove link will throw a server error. The error message is: "Object reference not set to an instance of an object." 119977 07/27/2018
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