Blackbaud CRM Tools

Expert Access Solutions from Zuri Group

Blackbaud CRM Constituent Global Changes

Zuri Group has developed a simple customization that can be installed into your CRM instance that will help you manage data more effectively. This package includes seven constituent global changes:

  • Add Constituent Solicit Code: Use all out-of-box functionality plus specify the start or end date as the current date
  • Add User-Defined Constituency: Use all out-of-box functionality plus specify the start or end date as the current date
  • Address Type Updater: Make mass updates to constituent mailing address types. You can overwrite, inactivate, or display updates along previous entries such as Business, Work, and Home.
  • Email Address Type Updater: Make mass updates to constituent email address types with just a few clicks. You can overwrite, inactivate or display updates alongside previous entries such as Business, Work, and Home.
  • Phone Type Updater: Make mass updates to constituent phone types. You can overwrite, inactivate, or display updates alongside previous entries such as Cell, Home, and Work.
  • Do-not-email Blacklisted Emails: Allows users to mark blacklisted email addresses as “do not email” and change the address type if needed.
  • Relationship Type Updater: Make mass updates to constituent relationship types. You can overwrite, inactivate, or display updates alongside previous entries such as Parent, Mom, or Dad.

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

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