by Joel Kristenson25. May 2022 08:10With 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
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by Joel Kristenson5. May 2022 11:39A 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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