Expert Access for Blackbaud CRM
Expert Access for CRM is a bundle of helpful Blackbaud CRM add-ons and integrations designed to streamline your workflow and save time on routine tasks. Utilize tools that support software integrations, solve functionality issues, enhance data reporting, and ultimately advance your fundraising and mission.
Auto File Downloader
Schedule the automatic download of a “Business Process” output within Blackbaud CRM. The resulting file(s) can be downloaded to a network share or sent directly to an SFTP server.
Batch Splitter
Split a large or complex batch into multiple batches to help with back-office processing. For example, split an online gift batch by Credit Card Type to make deposit reconciliation easier.
Blackbaud CRM Data Warehouse Express
Create custom Blackbaud Data Warehouse extensions without ever leaving the Blackbaud CRM user interface.
Blackbaud CRM Data Warehouse Utility Sync
Synchronize a copy of your Blackbaud CRM Data Warehouse and obtain direct SQL access to Blackbaud CRM data to use for a variety of purposes.
Constituency Display
Gives users the ability to hide specific constituencies on the constituent data list.
Constituent Appeal Response
Bulk load constituent appeal responses through batch.
Constituent Biographical Updater
Route all constituent update requests through a custom workflow to a centralized team where you can review and either approve or deny each request.
Constituent Converter
Easily convert an organization into an individual record or an individual into an organization record.
Constituent Global Changes
This packages includes seven constituent global changes for managing data more effectively, including mass updates to constituent fields.
Constituent Summary View
View the prospect manager’s name next to the lookup ID.
Constituent Tiles
Customize the layout of your key data for better accessibility and an improved user experience.
Developer Tools
Gives users the ability to look directly into the BBIS error table to gain insight into issues you’re experiencing in BBIS.
Duplicate Compare Utility
Review and compare duplicate records and mark them for further action. Merge duplicates 10x faster than out-of-box Duplicates Report and Manual Constituent Merge.
eReceipting
Generate receipts for transactions in BBCRM, and automatically send the receipt to its respective constituent.
Email Template Manager
Quickly create modern, responsive email templates using BEE.
Event Designation Updater
Update the designation on an event registration payment to reflect the event’s designation.
FROGz
Zuri Group’s version of Blackbaud’s FROG app with enhancements to functionality and user experience.
Luminate Online Sync Enhancements
Extend the standard LO functionality with this pre-packaged set of add-ons to globally identify and manage key constituent data.
Marketing Effort Refresh
Add newly activated marketing efforts to a queue.
Opportunity Global Changes
Quickly update the status of opportunities based on a selection.
Outlook Add-In
The Outlook Add-In is integrated into BBCRM to provide biographical updates, manage prospects, and track email activity.
Planned Gift
Create custom values for a planned gift or probate status, or update the caption for a probate status.
Pronouns
Quickly update the status of opportunities based on a selection.
Recipient Batch
Use the recipient batch to add recipients to specific purposes that are set up to allow them.
Region Code
Specify regions and sub-regions for constituent addresses through a common set of configurations.
Revenue Global Changes
This collection of global changes allows users to modify gifts for more effective data. Update the status of a recurring gift, or add or delete revenue attributes from gifts.
Single Sign-On (SSO)
SSO (single sign-on) is a SAML 2.0 Service Provider which seamlessly authenticates users into Blackbaud CRM.
Smart Field Refresh
This global change to constituent smart fields adds a “Date Added / Date Changed” field to reflect updates to a smart field value. Use a query view to query the values with the corresponding date fields.
Velocity
A powerful ETL tool, built on the standard SDK, resides within Blackbaud CRM, can bring in data from any source (API, CSV, etc), invoke logic in staging through scripting, and place that data into any form within the system.
