New Features
These data enhancement features are operational across all integrations, including:
- Bloomerang
- DonorPerfect
- Little Green Light
- NeonCRM
Task Type: Addressee Identified
Stewardship Tasks provide a specific action you can take on a specific record to improve data stewardship – and ultimately your relationship with your donor.
The Address Identified task is created when TrueGivers identifies addressee data in the address line 1 field. Examples of this include something like "Attn: John Doe", "C/O John Doe", or a business name. TrueGivers parses the data during data enhancement processing and removes the addressee from the address line 1 field in the database.
This task asks you to review the record and see if you can update in your CRM before processing again. We recommend storing addressee data in a different field like salutation, envelope name, or something similar. Only address data should be in any address line 1 field. After you correct the formatting for this record in your database the record can be processed for updates.