Fixed some minor bugs in pre-built queries Fixed a bug with campaign portals Fixed a bug where case management actions on a questionnaire we not processing after submission Appeal codes are now available to view from a constituent summary Addresses are now considered when matching pending income records Added more […]
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September 2020 News
Income 2.0: Everything You Need to Know It’s here! It’s finally here! Income 2.0 will be opened to all members on October 1st, 2020. Packed with upgrades to ease your workload while managing revenue, Income 2.0 includes better constituent searching, one-click queries, faster income recording, and advanced letter processing. Dive […]
08/20 Change Log
Fixed a bug that prevents you from canceling out of matching an income record in the profile merger window Added the ability to match any online income from the income window Added a button on the income window to show all pending income quickly Fixed a bug on the membership […]
August 2020 News
The Power of Appeal Codes Development friends, we’ve got another tool for you to utilize in your fundraising efforts: Appeal Codes. Now you can begin tracking how you asked for some type of income and further more, track how well various asks are doing. As always, built in partnership with our members, Appeal Codes […]
07/20 Change Log
Update campaign portal settings to modify dedication types Released the donor cultivation tool, Moves Management Added an email merge field for a Pledge Management portal Modified the email template token selection to preview the value of the merge field Fixed a bug in the auction settings for win it now % […]
July 2020 News
Moves Management: Major Gifts Development and fundraising friends! A major upgrade came in mid-July designed with you in mind: Moves Management. Project, track and report on your major gifts (or any demographic strategy) using the new Moves tool in the Constituent Module. Build out your strategy by creating ‘Lists’ and populate them […]