Introducing the Blackbaud CRM™ Selection Generator
One of the most common business needs for Blackbaud CRM™ users is the ability to create a selection of records in Blackbaud CRM™ from an outside list. Quite often, you may have the data right at your fingertips, but Blackbaud CRM™ does not provide a way to copy and paste that data into a selection. Sometimes you may have a Blackbaud CRM™ Lookup ID available, other times you may only have an email address, a finder number, name, or another data point that is not supported.
We are simplifying the selection creation process with our new Selection Generator tool, which will allow you to:
Upload a file containing data like an email address, a finder number, names, phones, etc, and create a constituent selection.
Copy and Paste a list of data, like email address, no IDs or GUIDS required!
Informative exception files make it easy to understand your newly created selections
Native source data deduping at run time. No more missing records due to the automatic exclusion of duplicates in a selection.
Ability to pull in multiple records where the matching data exists on multiple records. For example, if you need to include all records with a particular email address.
Sound like something that could make your year just a little easier? If so, contact us today to learn more!