Synchronize Deceased Preference This setting allows you to update Do Not Contact preferences for deceased individuals in your CRM. By…
Synchronize Postal Code Extension This setting allows you to choose if you would like to add zip4 postal code extensions…
User Notifications This setting allows you to select which CRM users receive update notifications from TrueGivers. By default, the original…
Sync Addresses as One Line Only This setting allows you to specify whether you would like address details to synchronize…
Account Custom Fields Custom Fields displayed on dashboard Before new customers synchronize their database for the first time, TrueGivers displays…
New Addressee Option This setting allows you to specify whether records with addressee data in the Address Line 1 field…
Tutorial Videos The below tutorial videos will walk you through different parts of the integration. These videos have captions only.…
TrueGivers & Bloomerang Integration – read all of the details here. This week we are proud to announce a direct…
The recently published Rogare Report devoted an entire section to How data, technology and social media are affecting fundraising. The…
Check out this week’s newest features, improvements and fixes. Learn about reverting archived records to restore any downloaded data.