Constituent Converter

Expert Access Solutions for Blackbaud CRM

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.

A limited version of the constituent converter can be downloaded free of charge.

 

 

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

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.

Expert Access Contact

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