Blackbaud CRM ToolsExpert Access Solutions from Zuri Group
Blackbaud CRM Constituent Summary View for Prospect Manager
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 next to the lookup ID in the constituent summary view form of Blackbaud CRM. 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 would like more information about the other solutions available in our Expert Access program.
Read the blog post and watch the video tutorial to learn more.