CRM's SKY User Experience (SKY UX)

Explore a live preview of the SKY user experience for your organization's instance of Blackbaud CRM.

Enable the SKY User Experience

Currently, a live preview of this experience is available to all organizations:

• on service pack 42 or higher,

• with Blackbaud ID (BBID) enabled,

• and hosted by Blackbaud.

When the preview is enabled, users can switch between their "classic" user interface and a modern SKY user experience as desired, for any functionality that exists in both views.

By default, the preview is enabled for admin users. Admins can enable the preview for other user via role security.

Learn how to:

• Create a security role.

• Add users to the role membership.

Note: These roles only determine a user's ability to see the SKY user experience generally. To view specific information (such as addresses for constituents), you must also enable the corresponding permissions in the "classic" Blackbaud CRM. The SKY user experience respects the same security permissions as "classic" Blackbaud CRM. For details, see "Classic" System Roles.

Go to the SKY Experience

When the preview is enabled for your role and you log in, the "classic" experience of Blackbaud CRM appears.

Find your initials in the top right corner. The environments menu is directly to the left of these. Select Environments and then choose Open SKY experience.

While in the SKY experience, if you navigate to a function that is currently only available in the "classic" experience, the system will automatically switch to the "classic" experience to continue your work. You can also manually switch to the "classic" experience at any time.

The "classic" experience remains the default for all users each time they access Blackbaud CRM. To see the preview again, return to the homepage or another feature with SKY available and reopen the SKY experience.

What's Available in the Preview?

The preview is a work in progress. As additional features become available in the SKY experience, they'll remain available in the "classic" experience as well.

• View a demo video.

• View a list of key features and functions. Filter and search for specific items. See what's available in the "classic" experience, the modern SKY experience, or both. Review what's planned, in progress, and already exists.

• View a recording of the most recent product update briefing.

The preview currently focuses on constituent record information, including:

• constituent home page

  

• individual constituent profiles

  

• organization constituent profiles

  

• and related information (such as addresses, interactions, notifications, and more.)