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.
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.