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Module Spotlight: Campaigns Campaign portals are essentially customized donation portals where you can control more of the content. Income that comes in through a campaign portal is subsequently linked from the back end to the campaign, allowing you to more easily query on what campaign drew in what income. Campaigns […]
The New & Improved Matching Tool Before you can make edits or add details to an income record that has been generated through an online portal, you must first link the income record to an existing constituent (or create a new constituent.) This is a manual process called matching that ensures income […]
Batch Cleaning Salutations We recommend to regularly clean constituent salutations, particularly if you’ve recently had an influx of constituents into your database from a campaign or event, and especially if you will be sending targeted communications using merge fields to personalize the content. While our new constituent matching tool incorporates salutations, it’s always […]
Updating Constituents Via The Import Module Sometimes you will find yourself exporting constituent information, modifying in the spreadsheet, and then needing to update in Compass-360. This is a common scenario, especially when you’re utilizing volunteers or other team members for a data clean-up project Learn how using the Import Module.
Moves Management for Major Gifts Track and report on your major gifts – or any demographic of donors you are strategically targeting (like a Capital Campaign) using the Moves Management tool in the Constituent Module. Moves Management allows you to build out your own custom donor life cycle and then further manage individual […]
Added the ability to group items based on locations via the POS terminal in Community Services Added user privileges to manage gift card creation from Community Services Updated volunteer tracking service area in Community Services General development work on the new web client In case you missed it Added the ability to […]