With Bloomerang CRM's integration with TrueGivers, address updates are automatically reflected on constituent profiles. You can run reports based on Address Note, and the optional custom fields.
NCOA Address Updates
To run a report of NCOA Address updates:
In the Include section, click Add Filter.
Search for and select Has Addresses.
In the Records list, select Specific Addresses.
In the Has Addresses filter, in the Include area, click Add Filter.
Search for and select Note.
In the Value text box, enter NCOA.
Click Apply.
Click Apply again.
Click Columns.
Search for Address.
Next to Note, click Add.
Click Apply.
You can also filter by these additional fields to narrow down your results:
Last Modified By contains TrueGivers
Last Modified Date: date of last sync
TrueGivers Custom Fields
The following fields from TrueGivers can brought in as constituent custom fields into Bloomerang CRM and are available as both columns and filters.
Name | Description |
Birth Year | Indicates the year of birth of an individual |
Business Owner | Indicates that an individual self-identified as a business owner |
Home Owner | Indicates if the home is owner occupied or if the resident is a renter |
Income Decile | Indicates the household income rank |
Market Value Range | Indicates a market value rank |
Net Worth Decile | Indicates the household net worth rank |
Religion | Indicates an individual’s religion |
Heritage | Indicates an individual's origin |