Constituent Summary View

Constituent Summary View

Zuri Group has developed a simple customization that can be installed into your CRM instance that allows you to see the prospect manager’s name, constituents, and spouses next to the lookup ID in the constituent summary view form of Blackbaud CRM.

 

Watch the video tutorial or read the blog to learn more about this tool.

Contact

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Email

innovations@zurigroup.com

Phone Number

866-941-9874