Ever wanted to add a custom field to Blackbaud CRM and make it look like it’s part of the standard, styled functionality?
This is something that can be easily achieved using the Blackbaud SDK.
Recently, I was talking with a client that wanted to see the prospect manager’s name next to the lookup ID in the constituent summary view form of Blackbaud CRM.
I realized that setting this up for them would provide the perfect opportunity to walk folks through this process, so that’s exactly what we’re going to do today.
In this Blackbaud SDK tutorial, you’ll learn how to:
- Add a custom field to the constituent summary view form
- Handle Blackbaud’s caching
- Give users a seamless experience when interacting with the out of box forms
We’ve also gone ahead and packaged up this solution for you, and you can find that free download on our CRM tools page.
Chris Whisenhunt is a Senior Developer here at Zuri Group and has over 10 years of experience as a software developer and technical consultant. He specializes in Infinity CRM and BBIS development and is also the top contributor on Blackbaud’s developer network. Over the last 8 years, Chris has worked with over 35 nonprofits around the world.