Nonprofit Website Redesign: Breaking the Brochureware Mindset April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignWhen you think about redesigning your nonprofit’s website, what comes to mind? Often, organizations start with a list of information they need to share — facts, figures, operating hours, maybe a donate button. It’s time to move on from this “brochureware” approach. We’re here to suggest a totally new mindset that will help you establish… Read More
Using Cross Filters on Reports April 25, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceHave you ever had a need to search for something that hasn’t happened or doesn’t exist in Salesforce? Try cross filters. Here’s how.
A Better Way for Managing Drupal Content Pages April 22, 2019 by Brent Delperdang Thinking in: CMS/Websites, DesignYou’ve built a lot of content pages into your nonprofit Drupal site and have started to notice that finding pages through the admin interface can be a challenge. By utilizing the power of Drupal views, managing your content can be a much easier and pleasant task. Let’s look at a before and after. Before: The… Read More
How to Setup SEO Metadata in Drupal 7 & 8 February 26, 2019 by Brent Delperdang Thinking in: CMS/WebsitesRequirements. First you need to have these installed: Drupal 7 or Drupal 8 Metatag module The Metatag module supports tags for common items such as your meta title, meta description, Facebook’s Open Graph, and Twitter cards. Why does your website need metadata? Website metadata bridges the gap between human and machine. Machines need the data… Read More
Big Increase in Salesforce Data Storage Limits February 14, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceWith Salesforce’s Spring 2019 release, the base data storage limit is increasing from 1 GB to 10 GB. Up until now, many nonprofits needed to be careful about their data storage limits and several of our clients needed to purchase additional data storage, so if you have purchased additional data storage, please check with your… Read More
Nonprofit Website Redesign: Backpacking Through a Website November 9, 2018 by admin Thinking in: CMS/Websites, Design, StrategyHow to Lose and Confuse Your Visitors. What does backpacking have to do with a website? It practically has nothing to do with it, except, sometimes that is what your users are doing when they visit it. Some synonyms for backpacking according to thesaurus.com is wandering, rambling and hitchhiking. Yikes. Is this potentially how a visitor feels… Read More
How to Prevent Broken Links in Drupal March 18, 2018 by Brent Delperdang Thinking in: CMS/WebsitesHave you ever experienced a broken page link or broken image display on your Drupal website? Reduce the number of broken urls and image references by following this Drupal tip. You’ll experience fewer broken links and prevent these issues from happening in the future. What is a broken link? A broken link is among the… Read More
Salesforce Tip: Switch Your Lightning Page to a Different Template March 18, 2018 by Linda Wu Pagano Thinking in: CRM/AMS, SalesforceTo some, this might be a small change. However, it’s a small change that can save you lots of time! Have your business needs changed? Have you decided that you need more page “real estate” for some of your sections than originally planned? Do you want to change the layout of a Lightning page because… Read More
Is your Nonprofit Organization considering a Mobile App? February 13, 2018 by Brad DeForest Thinking in: CMS/Websites, CRM/AMS, Design, StrategyPerhaps your nonprofit wants to keep your constituents “in the loop” and updated on your organization’s latest efforts, impact stories, and events. Maybe you are doing that now using letters and newsletters through postal mail and emails. Perhaps you publish an annual report in PDF format or on your website. Maybe you even write regular… Read More
Integrations and Salesforce duplicate rules can cause data loss December 17, 2016 by admin Thinking in: CRM/AMS, SalesforceActive Salesforce duplicate rules can conflict with third party integrations that insert records into your Salesforce organization. When the third party product inserts a new record into Salesforce, the Salesforce duplicate rules are run. If a duplicate is found, the record is not inserted into Salesforce and you may not know. Most of the third… Read More
Who makes the best nonprofit CRM Administrator? See our Job Description December 6, 2016 by Paul Keogan Thinking in: CRM/AMS, Non Profit TipsI am often asked by our clients to help with hiring a CRM administrator. What type of person makes the best admin? It’s not a developer or technologist, its a customer focused, curious analyst! Although every nonprofit CRM and organization has specific needs, I’ve found the job description below to be helpful as a starting… Read More
Must Read: Beware of Credit Card Refund Scams September 18, 2014 by admin Thinking in: CRM/AMS, SalesforceWe were alerted by one of our customers about a credit card refund scam. The typical scenario for this scam is as follows: A fraudster posing as a donor makes a large donation (say $5000) to an organization, typically made by credit card via an online donation form. The fraudster then calls the… Read More
