Expert Access Solutions
CRM Custom Tools for Blackbaud CRM
Custom Tools for Blackbaud CRM
Streamline your CRM workflow and save time on routine tasks. Expert Access for CRM is a bundle of helpful Blackbaud CRM add-ons and integrations developed by Zuri Group. The suite of products includes several unique tools that support software integrations, solve functionality issues, enhance reporting and data tools, and fix critical functions that will advance your fundraising and mission. We’ll continue adding solutions for Blackbaud CRM as our developers create new customizations, making your investment more valuable year-over-year.
Use Expert Access for CRM to:
• Utilize 25+ solutions, integrations, and API sets built for BBCRM
• Build custom reports straight from BBCRM
• Make constituent updates from your Outlook inbox
• Merge duplicate records 10x faster than Blackbaud’s out-of-box tool
Limited versions of the Constituent Converter, Constituent Tiles, and Constituent Summary View can be downloaded free of charge.
If you would like to learn more about the custom tools available through our Expert Access program, contact us today!
App User Disabler
Enable and disable CRM users with the click of a button. If the disabled user is later marked as enabled, the roles and system admin statuses are re-instated.
Auto File Downloader
Schedule the automatic download of a “Business Process” output within Blackbaud CRM. The resulting file(s) can be downloaded to a network share or sent directly to an SFTP server.
Batch Splitter
Split a large or complex batch into multiple batches to help with back-office processing. For example, split an online gift batch by Credit Card Type to make deposit reconciliation easier.
Blackbaud CRM Data Warehouse Express
Create custom blackbaud Data Warehouse extensions without ever leaving the Blackbaud CRM user interface.
Blackbaud CRM Data Warehouse Utility Sync
Synchronize a copy of your Blackbaud CRM Data Warehouse and obtain direct SQL access to Blackbaud CRM data to use for a variety of purposes.
BBIS Donation Form
Abandonment Tracking
Capture unsubmitted data entered on BBIS Advanced Donation Forms to follow up with
potential donors and complete abandoned transactions.
Constituency Display
Gives users the ability to hide specific constituencies on the constituent data list.
Constituent Appeal Response
Bulk load constituent appeal responses through batch.
Constituent Biographical Updater
Route all constituent update requests through a custom workflow to a centralized team where you can review and either approve or deny each request.
Constituent Converter
Easily convert an organization into an individual record or an individual into an organization record.
Constituent Global Changes
This packages includes seven constituent global changes for managing data more effectively, including mass updates to constituent fields.
Constituent Summary View
View the prospect manager’s name next to the lookup ID.
Constituent Tiles
Customize the layout of your key data for better accessibility and an improved user experience.
Developer Tools
Look directly into the BBIS error table to gain insight into issues you’re experiencing in BBIS.
Duplicate Compare Utility
Review and compare duplicate records and mark them for further action. Merge duplicates 10x faster than out-of-box Duplicates Report and Manual Constituent Merge.
eReceipting
Generate receipts for transactions in BBCRM, and automatically send the receipt to its respective constituent.
Event Designation Updater
Update the designation on an event registration payment to reflect the event’s designation.
FROGz
Our version of Blackbaud’s FROG app with enhancements to functionality and user experience.
Luminate Online Sync Enhancements
Extend the standard LO functionality with this pre-packaged set of add-ons to globally identify and manage key constituent data.
Marketing Effort Refresh
Add newly activated marketing efforts to a queue.
Opportunity Global Changes
Quickly update the status of opportunities based on a selection.
Outlook Add-In
Track and complete all donor communication and biographical updates directly from Microsoft Outlook into Blackbaud CRM.
Planned Gift
Create custom values for a planned gift or probate status, or update the caption for a probate status.
Pronouns
Edit and view constituent pronouns on a constituent’s personal information or in query.
Recipient Batch
Use the recipient batch to add recipients to specific purposes that are set up to allow them.
Region Code
Specify regions and sub-regions for constituent addresses through a common set of configurations.
Revenue Global Changes
This collection of global changes allows users to modify gifts for more effective data. Update the status of a recurring gift, or add or delete revenue attributes from gifts.
Single Sign-On (SSO)
SSO (single sign-on) is a SAML 2.0 Service Provider which seamlessly authenticates users into Blackbaud CRM.
Smart Field Refresh
This global change to constituent smart fields adds a “Date Added / Date Changed” field to reflect updates to a smart field value. Use a query view to query the values with the corresponding date fields.
Velocity
Easily move data in and out of Blackbaud CRM with a lightning-fast data management engine that encourages flexible data translation and manipulation.
Have an idea for a Blackbaud CRM customization you’d like to see?
Our developers want to know! Visit our Idea Board to share your suggestion and vote on other enhancement ideas from your colleagues.
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