Customizing Tiles on CRM

Jovana Sanchez-Melendez
Jovana Sanchez-Melendez
Tenth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM™ General Discussions

Hello,
I am looking for a way to prominently show more tags on the constituent page. I know there is a feature in NXT where you can add tags to a tile. Is there a similar feature on CRM? I saw a video that shows a configuration option “Constituent Data Point Tile Configuration” but I don't see this feature.
Does anyone know of a similar solution?

Thanks!

Jovana

Comments

  • Will Mercer
    Will Mercer
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Jovana SanchezMelendez I can't see that config option either. We have added an additional tile to show consents, but I did this by writing an SDK customisation rather than any config options in the GUI. It would be good to know if you do find this config setting.

  • Jovana Sanchez-Melendez
    Jovana Sanchez-Melendez
    Tenth Anniversary Name Dropper Participant Facilitator 1

    @Will Mercer
    Support said it's a 3rd party customization by Zuri. There is no OoB feature to do this.

  • Stacey Segal
    Stacey Segal
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Jovana SanchezMelendez
    Hi Jovana, it's a pretty easy customization that wouldn't cost too much to do.
    That's the only way you can really do it as a tile.

    There are some other things you could consider as a configuration workaround. Many orgs create different views for different roles “a page with a collection of tabs” and perhaps you could think about adding a new tab that would show what you were looking for. It wouldn't be front and center but it would be low cost way of doing it.

    Stacey

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