A lot of the nonprofit organizations that we work with that use Blackbaud CRM like to have the ability to deploy their own customizations to non-production environments to become more self-sufficient. Thankfully, Blackbaud thought about this and has this functionality...
Read more#ZGQuickTips | Blackbaud CRM – Constituent Search List Options
In this Quick Tip configuration video, we’ll take a look at the Constituent Search options in Blackbaud CRM and show you how to perform a Search List replacement as well as how to add optional fields to Search Lists. Ryan Motkowicz is a CRM Consultant here at...
Read moreBoredom and the Art and Science of Implementation
We want to make your life boring. Why would we do that to you? Nobody really likes to be bored. We like to be engaged, entertained, so absorbed that we’re blissfully unaware of the passage of time. But sometimes a little bit of boredom can be a victory. In fact, I...
Read moreVideo Tutorial: Custom Fields Using the Blackbaud SDK
Ever wanted to add a custom field to Blackbaud CRM and make it look like it’s part of the standard, styled functionality? This is something that can be easily achieved using the Blackbaud SDK. Recently, I was talking with a client that wanted to see the prospect...
Read moreZuri Group’s CRM Health Check
Better than a trip to the doctor’s office: What a CRM Health Check can do for you. Imagine a time after go-live: the dust has settled, fires have been extinguished, and users are just really getting back to work. Every day brings a new challenge – a report to be...
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