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Category: Support

The Addressee Identified on a Move Task

February 6, 2020 truegivers 1 Comment

Description The Addressee Identified on a Move Task is a Data Stewardship Task. Addressee and Attention data should not be…

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

The Addressee Identified Task

January 24, 2020 truegivers 1 Comment

Description The Addressee Identified Task is a Data Stewardship Task. Addressee and Attention data should not be listed in address…

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

The Change to Address Status Task

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Description The Change to Address Status is a Data Stewardship Task. We want you to review their address and confirm…

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

The Move to Non Mailable Address Task

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 useĀ  birth month…

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

Identifying Non-Mailable Addresses

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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

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

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