Blackbaud CRM 4.0
Assistance and Resources
What's new?
Review the latest features released in Blackbaud CRM 4.0.
Known issues
This list displays high & critical severity issues reported by, or found to affect customers.
Video library
Learn more about Blackbaud CRM with these great how-to videos.
User guides
Dive into the user guides for a full overview of concepts, features, how-tos, and best practices to get the most out of Blackbaud CRM.
Blackbaud Internet Solutions
Dive into the user guides for a full overview of concepts, features, how-tos, and best practices to get the most out of Blackbaud Internet Solutions.
Additional resources
Need more help? Check out these resources.
Blackbaud CRM user guides
Getting Started
Blackbaud CRM 4.0 New Features Guide
*Blackbaud CRM 4.0 New Features Guide (Microsoft Word version)
Infinity Installation and Upgrade Guide
Direct Marketing
Blackbaud Internet Solutions Integration Guide for Direct Marketing
Blackbaud Direct Marketing New Features and Enhancements
Reports and Analysis
Setup and Administration
Database Growth Management Guide
Payment Application Data Security Standards Implementation Guide for CRM 4.0 Service Pack 15
Payment Application Data Security Standards Implementation Guide for CRM 4.0 Service Pack 7
Payment Application Data Security Standards Implementation Guide for CRM 4.0 Service Pack 5
Payment Application Data Security Standards Implementation Guide for CRM 4.0 Service Pack 2
Queue and Business Processes Guide
System
Constituent Duplicates and Merge Tasks Guide
Upgrade Resources
Upgrading from Blackbaud CRM 3.0 to CRM 4.0
Blackbaud Internet Solutions user guides
New Features
Setup and Administration
Videos
Advanced Query Concepts
Advanced Query Concepts
Advanced Query Concepts