Wealth Screening for Donors and Prospects

by Joel Kristenson25. May 2022 08:10

With our DonorSearch integration you can now perform valuable wealth analysis on your donors and prospects.  DonorSearch draws on information (like previous giving history) and current assets to determine a donor's wealth potential.

Learn more: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=wealth


New Feature Alert: Merging by Name and Cell Phone Number

by Joel Kristenson5. May 2022 11:39

A new merge option was added in a recent software update.  You can now merge duplicate contact records where their name and cell phone number matches.  Here's how:


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