Zuri Group has developed a simple customization that can be installed into your CRM instance that will convert an organization record into an individual record or an individual record into an organization record. Any posted detail (revenue, interactions, etc.) will remain intact, and an audit history displays which records have previously been converted.
Download free of charge, and streamline your use of the system.
Our team is also available to help your organization deploy this customization at no extra cost. Contact us if you need any assistance.
View the full suite of custom CRM tools available in our Expert Access program.
Have an idea for a Blackbaud CRM customization you’d like to see?
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