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 that allows you to specify whether you would like address details to…
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…
A step by step guide to activating your TrueGivers & Bloomerang integration https://secureservercdn.net/50.62.172.157/rw0.2cf.myftpupload.com/wp-content/uploads/2019/03/bloomerang-registration.mp4?time=1563499336 Step 1: The TrueGivers & Bloomerang integration…
Check out this week’s newest features, improvements and fixes. Learn about reverting archived records to restore any downloaded data.