Many times it would be helpful to know what Blackbaud considers as a "best practice" when using different components of the software or executing specific tasks.
Blackbaud Customer Support cannot provide best practices for using the software, performing specific tasks, configuring your database or managing day to day operations. Your Organization's specific needs and business practices will determine the best practice for your situation. We recommend checking with organizations that are similar to yours on Blackbaud.com in the Community to ask what they do. Blackbaud Community