Zuri Group has developed a simple customization that can be installed into your CRM instance that allows you to see the prospect manager’s name next to the lookup ID in the constituent summary view form of Blackbaud CRM.
Download free of charge, and streamline your use of the system.
Our team is also available to help your organization deploy this customization at no extra cost. Contact us if you need any assistance.
Read the blog post and watch the video tutorial to learn more.
View the full suite of custom CRM tools available through Expert Access.
Have an idea for a Blackbaud CRM customization you’d like to see?
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