Eliminate manual household name maintenance with formula-based naming that recalculates automatically as household composition changes.
- Create Households for Person Accounts During Gift Entry
Add donors to households directly from the Gift Entry Grid or the Business Process API without building separate automation. Gift officers can reduce manual steps and keep donor data organized by creating households during gift entry. Partners can programmatically create households in bulk by using gift or commitment payloads. Donor records stay complete from the point of entry, immediately closing reporting gaps. - Automatically Generate and Maintain Household Names
Keep household account names accurate and professional as family dynamics change. Define formula-based naming patterns to automatically recalculate household names whenever you add, remove, or update members. The naming engine listens for changes to household membership and member details and then recalculates names in real time. - Turn On and Configure Fundraising with Agents
Admins and implementation partners can ask an AI agent to turn on Fundraising, assign permission sets, create a default gift designation, and turn on related features. The agent also offers to set up these optional enhanced features: interest tags, interaction summaries, record alerts, life events, and timeline. Work from the command line or another agent channel. Previously, these tasks required working through multiple pages in Setup. - New and Changed Objects for Fundraising
Do more with the new and updated Fundraising objects.