Date: Friday Mar 5, 2021
Time: 1:00pm - 2:00pm EST
Please be sure to RSVP to secure your spot.
Topics will include:
- Donations (Download pledge payments, Export Batch ID and Batch Name with Donations, Data Mapping added for Contact Groups for general donations.)
- Volunteers (Added subtabs for "Present, Past, All" to volunteer shifts, regulars, and reservations. Archived campaigns no longer in dropdown menus.)
- Contacts (Additional relationship types, Additional exportable fields for Relationships)
- Grants/Major Gift Opportunities (Added Custom Dates to Grants and Opportunities)
- Email (Added ability to override sending transactional emails From your organization’s SparkPost domain, Templates added to Email Campaigns.)
- Advanced Search (Volunteer Reservations, jobs, shifts. Interactions to Advanced Searches. Additional custom field searches for contacts. Tickets, Rewards, Purchases to advanced search where applicable. Online Payment to Reports advanced searches. Batches to Reports advanced searches.Household member to advanced searches. Added "Tribute Recipient" field. Added "Withdrawal ID" field.)
- And MORE (Added optional gift for Free tickets. Removed 256 character limit for Form Answers. Pressing Enter on search Date Range boxes will perform the search. Import Tasks. Added Workflow Automation editor - BETA. )
