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
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: