Cheat Sheet on Updates

This cheat sheet will let you know who to contact for various account updates your donor partners may need.

Click HERE to access the document or view it below:

Update Scenario Directions
A partner is deceased Email donation.services@cru.org
A partner is divorced Email donation.services@cru.org
I have found or believe there may be duplicate accounts for a partner Email donation.services@cru.org
Partner has a new email address Donor reps can update! Reminder, don’t delete old email addresses. Archive them!
Partner has a new phone number Donor reps can update! Reminder, don’t delete old phone numbers. Archive them!
Partner has a new mailing address Donor reps can add the new address. Then, email crm@cru.org to let us know and we will make the new address primary. 
Partner wants to change their email, phone, or mailing preferences Email crm@cru.org with the information.
A current or former staff member needs their account updated Email personnel.records@cru.org