Blackbaud CRM ToolsExpert Access Solutions from Zuri Group
Blackbaud CRM Constituent Converter
Zuri Group has developed a simple customization that can be installed into your CRM instance that will convert an organization record into an individual record or an individual record into an organization record. This customization easily converts the record and any posted detail (revenue, interactions, etc.) will remain intact. Download free of charge, and streamline your use of the system.
Our team is also available to help your organization deploy these customizations at no extra cost. Contact us if you need any assistance, or if you’d like more information about the other solutions available in our Expert Access program.
Read the detailed description to learn more.