Blackbaud CRM Tools

Expert Access Solutions from Zuri Group

Blackbaud CRM Constituent Compare Utility

Zuri Group has developed a simple customization that can be installed into your CRM instance that adds the ability to quickly review and compare duplicate records and mark them for further action. Using the ‘Full Duplicate Search’ and ‘Incremental Duplicate Search’ functionality, you can review records and flag them for merge, to be ignored, or as requiring further review. This solution allows you to merge duplicates 10x faster than Blackbaud’s out-of-box Duplicates Report and Manual Constituent Merge.

 

View the full suite of custom CRM tools available through Expert Access.

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