By: Bethany Avery, Director
For those who aren’t familiar with our Mobile solution for Blackbaud CRM™ Mobile by BrightVine.
This tool provides fundraisers the ability to manage their prospects and other constituents quickly and easily from any mobile device, solving a common pain point for busy fundraisers who don’t often have the desk time needed to track their activity in Blackbaud CRM™.
In CRM Mobile, users can:
Quickly view their current prospects and prioritize outreach by reviewing pending plan steps
Find constituent contact information and reach out directly from their device
File contact reports to complete existing or create new steps and interactions
For those who already know and love it, we’re excited to let you know that Version 2.1 was released earlier this month. This version includes the following enhancements:
New panel for Relationships
New panel for Group Memberships
Ability to File an Unplanned Contact Report
Improvements to the Home Screen List
Easier ways to filter for your prospects by role
Expanded recent gift filters
Search by Constituency
Version Number visibility for easier maintenance and upgrades
To upgrade, simply download the latest files and reinstall. For questions, or information on retrieving the latest files, or to schedule a demo, please reach out to our support team.