Shiny New Nonprofit Technology? Don’t Forget the Batteries! October 31, 2022 by Lesley A. Carter Thinking in: Non Profit Tips, Strategy, Support TipsAh, your organization has just upgraded to a shiny new nonprofit technology system. The staff has been learning how to use it, you’ve made sure everyone has access, and you’re excited to reap all the benefits this new system can offer. Once you’ve unwrapped the package and started playing, it’s easy to become so enamored… Read More
CiviCRM Functionality and Features Evaluation June 1, 2022 by Lesley A. Carter Thinking in: CRM/AMS, Strategy, Support TipsMany of us wander through our day not thinking too much about why we do routine tasks, whether they still work or if we might be able to save time with an adjustment or two. Life is busy, so we just do it. Then down the line we find out that because of our routine… Read More
CiviCRM Flags of Importance February 2, 2022 by Lesley A. Carter Thinking in: CRM/AMS, DesignHave you ever looked at your summary screen in CiviCRM and wondered where a donor is in the cycle? Do you want to know, at a quick glance, the status of a member? We have a small, easy, dream come true, enhancement just for you. You can include global CiviCRM flags of importance for everyone.… Read More
Connecting CiviCRM to Trackers and Data Tools (guest post by Harlem Lacrosse) October 22, 2021 by Lesley A. Carter Thinking in: CRM/AMS[We’re delighted to present this guest post by Jill Rodde, Chief Operating Officer at Harlem Lacrosse. Jill came up with a great solution for getting her team more engaged with their CiviCRM database, and we suggested sharing it here for other organizations to consider adopting. Enjoy!] While Civi is our system of record for all… 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
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
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
