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Fix Name Formatting Issues in the Data Health Hub

Bloomerang CRM

Use the Data Health Hub to quickly review and fix constituent names that might be formatted inconsistently, such as with all capital or all lowercase letters. Names formatted inconsistently can appear in emails, mail merges, tax receipts, reports, forms, and personalized communications, making outreach look unprofessional or less personal.⁠⁠ Consistent names support cleaner reporting, better personalization, and more trustworthy data.⁠

Note: The Data Health Hub is available to customers with the Intelligent Giving Platform. To add the Intelligent Giving Platform to your subscription, contact your account manager. If you're not sure who your account manager is, email [email protected].

View Name Formatting Issues

Constituents flagged with potential formatting errors appear on the Name Formatting page. This page includes the following information for each flagged constituent:

  • The constituent name (as it currently appears in Bloomerang CRM)

  • The formatting issue

  • The confidence rating the Data Health Hub gave for flagging that constituent

  • Bloomerang CRM’s suggested correction

To review a flagged name:

  1. In the side navigation menu, click Data Tools.

  2. Within Data Tools, click Data Health Hub.

  3. In the Data Health Hub, click the Name Formatting tile.

    Name Formatting tile on the Data Health Hub page, showing the number of name formatting issues and a Review Issues button.

A list of constituents appears with formatting inconsistencies and Bloomerang CRM's suggested corrections.

To view formatting inconsistencies you’ve already resolved, click View Resolved.

Resolve Formatting Issues

For each name on the Name Formatting page, you can choose to:

  • Accept the suggested change

  • Edit the name yourself

  • Dismiss the formatting suggestion

Accept a Suggested Change

To accept a suggested name correction:

  1. In the side navigation menu, click Data Tools.

  2. Within Data Tools, click Data Health Hub.

  3. In the Data Health Hub, click the Name Formatting tile.

  4. Review the suggested change for a constituent name.

    Constituent name currently showing as all caps, with a suggested correction of the same name with only the first letters capitalized.

  5. Click Accept.

Edit a Name

To make your own correction instead of accepting the suggestion:

  1. In the side navigation menu, click Data Tools.

  2. Within Data Tools, click Data Health Hub.

  3. In the Data Health Hub, click the Name Formatting tile.

  4. In a row's Suggested Correction column, click Edit.

    Constituent name in the Suggested Correction column with an Edit button.

  5. Enter the constituent’s first and last names as you want to format them.

    Constituent name Editing page with text boxes for first and last name, an Accept button, and a Cancel button.

  6. Click Accept. The name disappears from the Name Formatting list and moves to your list of resolved names.

Dismiss a Suggested Change

If a flagged name doesn't need a change, dismiss it:

  1. In the side navigation menu, click Data Tools.

  2. Within Data Tools, click Data Health Hub.

  3. In the Data Health Hub, click the Name Formatting tile.

  4. In the row for a constituent, click Dismiss.

    Formatting issue row with constituent current name formatting, the issue, the confidence level of the review, the suggested correction, an Accept button, and a Dismiss button. currently showing as all caps, with a suggested correction of the same name with only the first letters capitalized.

Note: Dismissing a name formatting flag isn't permanent. If you dismiss a suggested change by mistake, you can click View Resolved and then click Undo.

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