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Category: NeonCRM

The Move to Non Mailable Address Task

January 24, 2020 truegivers 1 Comment

Description TrueGivers creates the Move to Non Mailable Address which is a Donor Stewardship Task. To create the task, we…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

The Move with No Forwarding Address Task

January 23, 2020 truegivers 1 Comment

Description This task is created when USPS NCOA identifies a move with no forwarding address. Typically, this means that a…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

The Stay in Touch Tasks

truegivers 1 Comment

Description When USPS NCOA identifies a new address for your record, TrueGivers creates a task to send donors a communication…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

The Individual Condolences Task

truegivers 1 Comment

Description TrueGivers creates the Individual Condolences task which is a Donor Stewardship Task. First, we identify if a deceased individual…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

The Birthday Task

truegivers 1 Comment

Description TrueGivers creates the Birthday Task which is a Donor Stewardship Task. To create the task, we use  birth month…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

Identifying Non-Mailable Addresses

truegivers

TrueGivers provides non-mailable indicators Through the integration, TrueGivers returns several values in different fields that will indicate if an address…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support, Uncategorized

Automated NeonCRM NCOA Updates

January 17, 2020 truegivers

What are NeonCRM NCOA updates? NCOA (National Change of Address) or NCOALink is a data set containing approximately 160 million permanent change-of-address…

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Posted in: Integrations, NeonCRM, Uncategorized

The Household Condolences Task

December 9, 2019 truegivers 1 Comment

Description TrueGivers creates a Household Condolences task which is a Donor Stewardship Task. First, we identify if a deceased individual…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

TrueGivers Integration Best Practices

December 5, 2019 truegivers 4 Comments

Through the feedback and questions that come from our users, our team has put together a list of best practices…

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Support

Sprint 54 Release

November 8, 2019 truegivers

Check out this week’s newest features, improvements and fixes. Learn about a fix to an improperly formatted date field.

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Posted in: Bloomerang, DonorPerfect, Integrations, Little Green Light, NeonCRM, Release Notes, Support

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