Check out this week’s newest features, improvements and fixes. Learn about improvements to tasks including limiting when condolences are created.
Check out this week’s newest features, improvements and fixes. Learn about new Profile attributes and an update to an integration setting.
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…
Check out this week’s newest features, improvements and fixes. Learn about reverting archived records to restore any downloaded data.
Without TrueGivers Data Stewardship Services, you could be wasting up to $0.95 per record for each engagement With daily updates…