Salesforce Tabs and Accordion Components Added to Your Home Pages November 25, 2020 by Michelle Paul Thinking in: CRM/AMS, SalesforceOne of the most exciting things about Salesforce is how you can customize page layouts, adjusting the way your organization’s data looks on the screen to put the most important information up front and make sure that people in different roles at your organization have views that are optimized for them. Tabs and Accordion components… Read More
Clone Opportunities or Campaigns Along With Their Related Records July 24, 2020 by Linda Wu Pagano Thinking in: CRM/AMS, SalesforceSalesforce Spring ‘20 release introduced the ability to clone Opportunities or Campaigns (standard sales objects) along with their related records*. This feature can save you time as it allows you to quickly create new Opportunities or Campaigns from existing objects, especially if you are manually copying an object with a large number of records. This… Read More
New Salesforce Feature: Gift Entry Template May 28, 2020 by admin Thinking in: CRM/AMS, SalesforceSalesforce has announced new features being released with the latest update, some of which may be relevant to your organization. For example, the new Gift Entry Template provides productivity improvements in entering donations, as it can be used for importing both batches and entering individual donations that need to be matched against existing donors and pledges.… Read More
Chrome’s Password Warning: It’s a Feature, Not a Hack February 5, 2020 by Lesley A. Carter Thinking in: Support TipsIf you are a regular user of Google’s Chrome browser, you may have recently noticed a new warning pop up when logging into a site. This is not a sign that the site you’re accessing has been hacked – rather, it’s a new feature in the browser that was incorporated in a December 2019 update. … Read More
New Salesforce Mobile App January 24, 2020 by Lindsay Bakker Thinking in: CRM/AMS, SalesforceThe new app was released in October 2019, and with the spring release, all users — including both Salesforce Classic and Lightning Experience users — will be automatically upgraded to the new Salesforce mobile app experience. What is the new Salesforce Mobile app? The new Salesforce mobile app includes Lightning apps and navigation, customizable record… Read More
Top 9 SEO Tips for Nonprofit Success December 20, 2019 by Brad DeForest Thinking in: CMS/Websites, Non Profit Tips, StrategyHow familiar are you with the Search Engine Optimization setup of your website?What keywords does your website rank for? On average, how many visitors visit your website from Google search results? What is the average bounce rate on your website? These are a few of the many questions you should be able to answer about… Read More
CiviCRM Tips for Your Year End Receipts and Letters for Donors December 10, 2019 by Lesley A. Carter Thinking in: CRM/AMSAh, year end… that magical time of snow, holidays, way too much to eat, and, oh yes, year end receipts and letters for donors. This can be one of the most onerous and time-consuming tasks of the year, but thankfully CiviCRM offers some ways to make it a bit easier. Here are some of our… Read More
Using Mosaico vs Mailchimp with CiviCRM November 21, 2019 by Brent Delperdang Thinking in: CRM/AMSDo you use CiviCRM as your email database? This article is for you. Many of our clients using CiviCRM have switched to using Mosaico in order to leverage the power of their CiviCRM database for their email mailings. Mosaico most commonly gets compared with MailChimp, because they both have a visual drag and drop interface.… Read More
Importing CiviCRM Contributions October 16, 2019 by Lesley A. Carter Thinking in: CRM/AMSWe get questions about importing contributions fairly often, so we thought we’d walk you through the steps we typically follow to ensure that the contributions are a) imported correctly and b) attached to the correct contacts. Does it take a bit longer? Perhaps – but we believe accuracy is well worth the few extra steps.… Read More
Tired of Pasting Emails Into CiviCRM? There Are Tools for That! July 7, 2019 by Lesley A. Carter Thinking in: CRM/AMSOne of the benefits of having a CRM is the ability to see and track engagement in a wide variety of ways – contributions, bulk mailings opened, registrations for events, and so forth. CiviCRM also provides the ability to track direct ‘touches’ with constituents via activities, and I know a lot of you use Civi’s… Read More
Gift Entry – There are many options. Which is right for you? May 28, 2019 by Paul Keogan Thinking in: CRM/AMS, Salesforce, StrategySalesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift (check) entry. If you’re interested… Read More
Nonprofit Website Redesign: Bringing It All Together April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignIn previous blog posts, we’ve talked about Breaking the “Brochureware” Mindset and the Identity+Brain connection. Bringing all of it together will get us to a successful website design. Steve Jobs once said, “Design is not just what it looks like & feels like. Design is how it works.” When talking about websites, my version sounds… Read More
