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
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.
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
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