In this Quick Tip configuration video, we’ll take a look at the Constituent Search options in Blackbaud CRM and show you how to perform a Search List replacement as well as how to add optional fields to Search Lists.
Ryan Motkowicz is a CRM Consultant here at Zuri Group. He specializes in post go-live stabilization, providing users with the tools and training necessary to becoming proficient in BBCRM after transition. His understanding of the way that advancement systems are used in day-to-day operations drives his user-centric approach.