Great New Things From Fundly CRM

Our Best New Features for You!

Today, we have released several new features for Fundly CRM v2 that we think you're going to really enjoy. We know there's a lot to take in as this is one has some of our biggest user interface changes ever. We'll be offering several webinars this month that go over the new features.

CRM:

New Enhanced Reports User Interface
Express View for Reports
New Communications User Interface
Guest Check Out for Pages
Manage Users on Main Menu
Crucial Information
We're Hiring!

Read on for all the details! And after you've checked out all the new features, drop us a line at support@fundly.com to let us know what you think!
(if images are not displaying correctly in this email, you can find a copy of this newsletter in our Connect and CRM v2 Support Libraries)

With the release of a new build, users may experience some irregularities in their CRM or Connect account such as the appearance of strange code, blank screens/modules, lack of word wrapping, etc. These issues are related to the need to clear your browser cache and/or to log out and back in to the system in order to get the new updates. If you continue to experience difficulties after clearing your cache and re-logging in, please email us at support@fundly.com.

New Enhanced Reports User Interface

The Enhanced Reports area is getting a make over!

First, you'll notice that "Enhanced Reports on the Main Menu has been renamed "Custom Reports" (bringing it more inline with user expectations and the language used in CRM v1).

Next, you'll notice that the Enhanced/Custom Reports User Interface and Index Page have changed. Now when you come to this page, you'll receive some navigational aids to help you get started.

You can access the list of existing Default and Custom reports from the navigation tree on the left; the list of default reports is the exact same list as is accessed from Default Reports on the Main Menu. You can run, copy, and schedule default reports from here or the Default Reports index page (which has the old/previous layout/user interface).

Enhancements to the Custom Reports area include:

the new Express View Reports (see next article for more details)

renaming "Standard Reports" to "Advanced Reports"

the ability to run/have open multiple reports/tabs at once(!!!)

icons in the list of reports that indicate the type of report

the ability for users to manage their own scheduled reports (previously, users could schedule reports but not edit or delete schedules. Now users have direct access to these functions as well).

You can tell which feature we think is the most exciting!

All the features that you previously loved - such as the Interactive HTML viewer for on-the-fly filtering and formatting of reports, Cross Tab Reports, Dashboard Reports, and the ability to export reports to multiple formats all still exist and are accessible from the new Custom Reports area.

We're holding a webinar covering all of the changes on Thursday, July 20th, plus going in depth on how to use Express Reports. You can register at Fundlyevent.com. In addition, starting in August, we'll be holding weekly reporting webinars covering Basic Reporting (Using Express View), Intermediate Reporting (Using Standard Reports), and Advanced Reporting topics such as Cross-Tab reports, Dashboard Reports, Chained Reports, Using Formulas, and Advanced Filter Logic. Look for our August webinar coming soon!

New Express View Reports

We know you're going to love this new feature - Express View reports! Express View (different from an Express Report) is a slimmed down, drag and drop report writing interface that allows users to build and format a report in the same window.

To build a report, simply drag fields from the field list on the left onto the report canvas.

Use the radial menus within the report to add grouping, filters, and sorting.

You can even add charts with the click of a button!

For more complicated reports that require more complex filters or formulas, Express Reports and Standard Reports (now called Advanced Reports) are still available. You can even convert an Express View into a Standard/Advanced Report!

With Express View, Advanced/Saved Searches, and Advanced Reports, we've made it easier than ever to get the data that you need. Full all the details on how to use the new Express View, check out this tutorial. We will also be holding a webinar on using Express View on July 20th. Register at Fundlyevent.com.

New Communications User Interface

We've also given Communications a make over and introduced some new functionality. The first big change is that all communications - Newsletters, Donation Acknowledgements, Labels & Letters, and Year End Thank Yous - are now all managed and generated from the same area (instead of five separate areas, as before [pictured below]).

Now your menu options will be to create a new communication or view history.

This helps to streamline the flow, plus makes searching for sent communications easier (since all sent communications are now in the same History area).

Simply choose "Create New Communication" from the menu on the left or the button in the lower right to be taken to the template index page. From here, you can select from default or custom/user created templates, and then, away you go!

Some of the functionality change includes:

Ability to email "Letters" (previously users could only generate print/hard copy letters from the Labels and Letters function)
Templates separated into "print optimized" and "email optimized" templates

Ability to generate a preview - including a mobile preview - of newsletter inside the newsletter set up

User Interface changes to create/edit template

Introduction of an Auto Save feature while editing/creating templates (we know you are cheering this one!)

There are some major flow changes that users should be aware of as well, including:

Emailed Donation Acknowledgement Letters will now be sent as a PDF attachment, rather than in the body of the email as before (user can write/create the email body that will be sent with the attached letter)
Donation Acknowledgement batches can only be sent as all email or all hard copy/printed (previously, users could send some letters as print and some as email within the same batch)
Ability to be notified internally by email when a newsletter finishes sending
Existing communications history and template must be migrated to the new user interface

Because there are a lot of changes here, we're doing a phased roll out of the new communications interface. Starting on July 17th until September 15th users will be able to try the new communications user interface (UI), but still have access to the old/current UI as well. From your Main Menu you will see an option to Preview New Communications Interface.

This will take you to the new communications interface, where you can switch your system to the new UI by clicking the "Try New Communications" button. PLEASE NOTE: THIS WILL CHANGE THE COMMUNICATIONS INTERFACE FOR ALL USERS IN YOUR SYSTEM. The new UI is available per client, NOT per user. So please make sure all users are aware of this and that you decide together, as an organization, to take the plunge. You can switch back to the old/current UI at any time by clicking the Switch to Old Communication button.

Once you are ready to make the change to the new user interface permanent, simply click the I am Ready for New Communication button. This will begin the process of migrating your history and templates to the new interface. PLEASE NOTE: THIS CHANGE IS IRREVERSIBLE. ONCE YOU CLICK THE BUTTON YOU WILL BE SWITCHED TO THE NEW UI AND THIS CANNOT BE UNDONE. Once you click the button, your entire database/all of your users will be permanently switched to the new communications user interface. Please make sure all of your users are aware of this and that you decide together, as an organization, to permanently switch. Migration of your existing templates, donation acknowledgement queue, and communications history will taken a couple of hours and will process in the background. You can keep using the communications module during this time; you just won't be able to access your sent communications history until it finishes converting to the new UI.

PLEASE ALSO NOTE: all of your existing templates will be migrated as email optimized templates by default. If you have any templates that need to be migrated to a print-optimized format, you will need to contact us and let us know the names of those templates. Those templates we must manually build/convert for you (which we will do at no cost); the conversion will take up to 5 business days for those templates.

We know there's a lot to absorb here, so we've provided some tutorials for you in the Communications section of the support library and we will be holding a webinar on the new communications module interface on Tuesday, July 25th. Register at fundlyevent.com. In addition, you can find a recording our of July New Release Sneak Peek Webinar held on Wednesday, July 12th in the support library in the Newsletter category.

Guest Check Out for Pages

For clients using Pages to integrate their CRM with their website, one challenge has been that event registrants and members must first register/log-in before proceeding with a purchase (registration is not required to make a donation). Today we introduced a guest check-out function to Pages, that allows end users to register for an event and/or purchase/renew a membership without first logging in! The guest check out option will appear on the check out page/last step of check out (after adding an event registration or a membership to the cart and selecting "check out").

Users have several options for integrating their CRM with their website (Pages, Plug-Ins, Donation Widget, and/or Morweb). We have created a handy chart (located in the Integrations section of our support library) (a preview of which is below) that compares the various features of each option so you can find the option that works best for you.

Manage Users Added to Main Menu

To make it easier to access your Users index page within your account settings (to add new users to your system and update roles and permissions), we've added a link to this area to the Main Menu. You will now find the Manage Users option under Settings on the Main Menu.

Of course, you can also still access this area from the Account link on the Support Menu (the drop down next to your name in the upper right hand corner of your screen) as well.

Crucial Information Flag

Crucial Information now shows up as a green flag next to a contact's name when viewing the contact record, making it easier to know when there is a critical note attached to a contact's record.

Crucial Information is information relevant to the health, welfare, and safety of the contact (or you/your staff). This field is used to record information such as severe allergies, the need for accommodation or translation services, or other important/critical information and is entered on the Personal Info tab of the contact record.

Previously, this information was shown on the Personal Info tab on View Contact. Now, when you hover over the green flag, the crucial information will appear.

WE'RE HIRING!

We're hiring a Technical Support Specialist for our CRM team. If you or someone you know has great interpersonal and customer service skills, experience working with or in non-profit organizations, and great technical support skills, then check our our job positing on Indeed.

We are committed to ensuring a great user experience with our products and services and are continually striving to ensure our products meet the evolving needs of our customers. As always, we offer a variety of support options, including a tutorial library, daily webinars (fundlyevent.com), live help drop in sessions, and email support (support@fundly.com).

If you'd like to suggest a webinar or training topic, submit it at fundlyevent.com (there's a link at the top of the page).

If you enjoy Fundly CRM and/or Fundly Connect, please consider leaving a review on Capterra.com. To Leave us a review Click Here.

If you would also allow us to post a quote from you along with a headshot on our website, please contact us at support@fundly.com.

Articles in this section

July 17, 2017 New Release News

Great New Things From Fundly CRM

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