Constituent Global Changes

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.

 

Contact

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Email

innovations@zurigroup.com

Phone Number

866-941-9874

How Will I Use This?

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.