Constituent Biographical Updater

Constituent Biographical Updater

Increase adoption by having your users update constituent information within Blackbaud CRM. Users can complete their updates using the same screens; however, all requests are routed through a custom workflow to a centralized team.

 

This allows you to review and either approve or deny each request. No longer will you need custom forms or a central email box to manage the requested changes.

Contact

Want to know more?

Fill out our contact form.

Email

innovations@zurigroup.com

Phone Number

866-941-9874

What are the benefits?

A Centralized Workflow – Manage requested changes with an efficient workflow. View, accept, and deny requests to constituent information without having to set up a new email box for your team.

Side-by-Side Comparison – Compare all proposed changes alongside records in CRM to quickly identify which changes you’d like to accept or deny.

How does it work?

Enter new or updated demographic information for a constituent using out-of-box forms. Based on the configuration, these forms write to a custom batch that can be reviewed and committed by a centralized team.