Blackbaud CRM Tools

Expert Access Solutions from Zuri Group

Blackbaud CRM Smart Field Refresh

Zuri Group has developed a simple customization that can be installed into your CRM instance to reflect when a smart field value is updated. This global change adds a “Date Added / Date Changed” field, and you can use a query view to query the values with the corresponding date fields.

 

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

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