Zuri Group has developed a simple customization that can be installed into your CRM instance that allows you to see the prospect manager’s name, constituents, and spouses next to the lookup ID in the constituent summary view form of Blackbaud CRM.
A limited version of the constituent converter can be downloaded free of charge.
Watch the video tutorial or read the blog to learn more about this tool.
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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