Zuri Group has developed a simple customization that can be installed into your CRM instance that will automate your CRM files to add recipients to specific purposes that are set up to allow them.
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?
Our developers want to know! Visit our Idea Board to share your suggestion and vote on other enhancement ideas from your colleagues.