Sprint 11 Release

New Features

Download Status Bar

We created a download status bar that will now appear on your dashboard when TrueGivers is downloading from your CRM and preparing for data enhancement.

Download Progress Bar
Download Progress Bar

You might not see this bar that often since our automated download process occurs overnight. However, on Sprint 9 Release we added a Download button to the Data Stewardship Dashboard. Clicking this button manually starts a download, so when you click this button you'll also see the download status bar. This shows you how close TrueGivers is to finishing the download and starting an update process.

Improvements

Address Parsing

Address parsing helps TrueGivers be more comprehensive, and allows our process to update and standardize more addresses. We improved our address parsing this week to handle cases where non-address data like attention or care of data is in an address field. We achieve this by identifying what is or isn't address data stored in an address field. Then we process the record using only the address data. Before we return enhancement data to you, we add the addressee data back to the record. For example, considering the following address.

Address Line 1 Harold Washington Library Center, Chicago Public Library

400 S State St

City Chicago
State IL
Zip Code 60605

As of this release, TrueGivers is better equipped to identify that "400 S State St" is the address data. The big takeaway here is that TrueGivers is now better prepared to handle several technically incorrect address formats, so we can process them for updates.

We also improved how we capture P.O. Box addresses. All address parsing changes are based on USPS address guidelines. You can read a more about address parsing on Sprint 9 Release.

Addressee Search

You may have a record in your database that has values in the address data, but no actual address data. For example, and address that looks like this:

Address Line 1 Harold Washington Library Center, Chicago Public Library
City Chicago
State IL
Zip Code 60605

There isn't enough information in this record for TrueGivers to process for data enhancement. Before this release, it was hard to find these records using TrueGivers search. We now support addressee searching. Using our example above, if you were to search for "Harold Washington Library Center", the record would be included in your search results. However, the record will not be processed for updates.