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 in now by checking out the new Help Docs and join us for the first training on October 8th for Module Spotlight: All About Income 2.0.
The Legacy Income Module will be deprecated on November 30th, 2020.
The New & Improved: Batch Income Recording
This new recorder will replace the current single income recorder and also allow you to add income in batches – quickly.
This was designed with process and speed in mind to help you get through a stack of records with ease. We have added keyboard shortcuts, you can tab through almost every field, and common fields now implement a typeahead search that allows you easily select values. Paired with the new Letter Processor, the tedious task of recording and printing thank you letters, might become your new favorite thing to do!
Upcoming Trainings
Module Spotlight: All About Income 2.0
October 8th, 2020 at 10:00 a.m. PDT
It’s here. It’s finally here! Thank you for your patience as we’ve upgraded the Income Module to it’s new user interface. While you’ve been able to sample the layout and functionality, now you can dive in to all the new features (and upgrades to some of your favorites!) Join us for a tour of the new view and learn abut what Income 2.0 has to offer.
Hidden Gems: Point-Of-Sale Campaigns
October 22nd, 2020 at 10:00 a.m. PDT
Let’s donors pick directly where their dollar goes, sell raffle tickets, or heck, even sell merch. Join us for an hour with one of our favorite functions that often flies underneath the radar: Point-Of-Sale Campaigns.
Insights: Custom Query and Report Builder
| The new query and report builder is in final stages of beta testing. While still in beta, we would love your feedback. Email help@compass-360.org if you would like to participate. |
Quick Save: Download Compass-360
New team member? New laptop?
We’ve replaced our download site – make sure to bookmark our new one:
https://compass-360.org/download/
