Nonprofit Password Management December 29, 2022 by Jeremy DeLong Thinking in: Strategy, Support TipsWhat does password management look like at your nonprofit organization? While you may have password setting policies in your systems (see our Salesforce password security tips here for ideas), do you know how your users are storing their login information? Are passwords saved in browsers, on physical notepads, and/or in shared documents? Is there even… Read More
Nonprofit Technology Processes: The Key To Maintaining Clean and Healthy Systems December 27, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Support TipsHistorical records are important. When the people who experienced what’s been tried, adapted, and improved are no longer around for us to talk to, these records provide valuable information to learn from. We create delicious food by following the steps on a notecard with an old family recipe. Most great family recipes handed down have… Read More
Nonprofit System Administrator Role In the Technology Movie December 5, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Strategy, Support TipsThis year has solidified just how crucial tech is and will be, long-term in nonprofits, and an Administrator is a necessity. Whether you are an “accidental administrator,” or an intentional one, you are the one who leads any technology project and maintains the system once it’s implemented. The nonprofit system administrator has a very important… Read More
Nonprofit Technology Project Management Tips for a Smooth Ride December 2, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Strategy, Support TipsIt’s quite a trip to go down the road of getting a new website, CRM, or other system. All too often, nonprofit technology projects are like taking a cross-country road trip riding in an Indy 500 race car: driving into curves so fast the wheels come off the ground and screeching into turns as your… Read More
Nonprofit Programs Need Technology That Drives The Mission October 28, 2022 by Kristen Beireis Thinking in: Non Profit Tips, StrategyMost of my career has been in marketing where I had the opportunity to play with all sorts of online technologies from CRM’s, to websites, to autoresponders and more. Then I picked up my marketing skills and decided to put them to use for good in the nonprofit world. I had several jobs in Volunteer… Read More
Nightmare Salesforce Naming Conventions: So, What’s in a Name? October 2, 2022 by admin Thinking in: Salesforce, Support TipsWhen you hear the phrase “naming conventions,” you may think mostly about the technical implications – if you’re a nonprofit Salesforce Admin who’s ever relabeled a field in Setup, for example, you’ve seen the warning about how the change can impact merge templates. But how you name Objects, Fields, Flows, Profiles, Roles, Groups, List Views,… Read More
Scary Stories of Nonprofit Technology Projects September 30, 2022 by Michelle Paul Thinking in: CMS/Websites, CRM/AMS, Non Profit Tips, StrategyDo you have scary stories of nonprofit technology projects from the past? Does it make the hair on your neck stand up every time you think about using a particular system? Are you terrified at the very idea of adding a new tech tool at your organization? How many nonprofits could sit around a campfire… Read More
Salesforce Workflows & Process Builder: Plan for the Future, Nonprofits September 7, 2022 by admin Thinking in: SalesforceThe future of Salesforce automation is Flow, and the future is now! In the Winter ‘23 Admin Countdown, Salesforce has mapped out the release schedule for a series of changes, starting this fall, meant to move everyone over to Flow. Soon, you will see some differences in the Workflows & Process Builder features in your… Read More
Nonprofits Updating PHP: It’s More than Just Clicking the Update Button September 6, 2022 by Jeremy DeLong Thinking in: CMS/Websites, Support TipsAs we’ve written about before, your technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates are often critically important for addressing serious security risks, and falling behind can also impact your site’s speed and performance. If your website needs the latest PHP major version upgrade (from… Read More
Nonprofit Technology Needs to Pivot Towards the Future September 2, 2022 by Kristen Beireis Thinking in: Non Profit Tips, StrategyIn the Great Tech Pivot of 2020, nonprofits cobbled together technology that would work in a pinch to get them through the pandemic. Now does your nonprofit need to pivot towards the future? Have you ever heard someone try to mash up a couple songs that didn’t quite go together? Maybe they’re in the same… Read More
CiviCRM Security for the Long-Term September 1, 2022 by admin Thinking in: CRM/AMSYour technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates can be about adding new features or functionality, but often it’s more straightforward than that: Updates are released to address serious security risks! That means falling behind on updates is a risky proposition; even if things… Read More
Salesforce Dashboards and the Nonprofit Stories They Tell August 1, 2022 by Dustin Morris Thinking in: SalesforceIt’s essential for nonprofits to regularly report on data and to routinely identify and track important metrics. If you struggle to make sense of your reports, and you’re looking for a new way to visually tell the story of your nonprofit, then I recommend digging into the Salesforce’s built-in Dashboard feature. Dashboards provide you with… Read More
