When creating a case for "How To" questions, please include the following information:

  1. What is the case priority (Problem, Critical, Down)?
  2. Is the issue time sensitive?
  3. Does this occur in the test environment, production, or both (If applicable)?
  4. Is this a Blackbaud Customization?
  5. Is this a customization built by your organization?
  6. What are you trying to do?
  7. Have you looked in the help files (i.e. Knowledgebase, User Guides)? 
  8. Are there specific business rules that need to be considered in completing the task?

Please provide any other helpful information.

 

NOTE: This list is a starting point. Follow-up questions may be necessary.