New Release Overview - May 10th, 2018
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Great New Things From Fundly CRM! |
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Our Best New Features for You! CRM:
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 CRM v2 Support Library) |
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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.
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 New Navigation and Themes
When you log into Fundly CRM today, you might notice the layout looks a little different...  We've revamped the navigation menus! We've combined the Quick Start Menu and the Main Menu and moved them to the left side of the screen.  All the features that you love are still there: Direct Search, Quick Search, and Advanced Search...  Quick Add (we even added pledges to the quick add menu!)...  Recent Visits (shortcut back to a screen you were recently viewing)...  Tasks and Interactions...  We've added a new help menu, which includes the ability to search our Support Library and/or generate a support ticket without leaving Fundly CRM...  For each module/topical header, users will now be able to access that module's functions, settings related to that module, configurations related to that module, and email notifications related to that module (no more jumping around between various areas of the system!)...  You can collapse/hide the main menu by clicking the three bars in the upper left...  And you wanna see something really cool? We've introduced new color themes! You can now customize your CRM using one of our themes, accessed from the account menu (drop down next to your user name in the upper right hand corner)....  I'm partial to the red theme myself...  Please Note: We are working as quickly as we can to update all of the support library tutorials that reference the Main Menu. However, it will take us a couple of weeks to get to all of them. Any tutorials that reference the Main Menu as a green button in the upper right hand corner are referring to the old main menu; ALL main menu items are now accessed from the menu on the left. |
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| Add Gift Changes Previously, there were two different screens for adding Gifts (Donations) - Quick Add and Full Add - which made the flow a bit confusing (certain fields were only available on one screen but not the other and the flow was slightly different for adding gifts from each screen). We've consolidated these two screens into one. Now, no matter from where you add a new donation - from the Quick Add menu, from the contact record, or from the Gifts Index screen, the flow/process for entering a donation will be the same.  We've combined the best elements of Quick Add (payment is received in the same step as entering the donation information) and Full Add (all fields, including the Gifts Additional Information Custom Data Set and File Upload field, are present) into one screen. In addition, we've added a few new bells and whistles. For instance, the Soft Credit drop down field will automatically populate with household members so you can select them off the list instead of searching for them.  The Source field will pre-populate with "Mail" for Gifts and "In-Person" for In-Kind donations (to save data entry time) and the Save button is visible no matter where you are on the screen/regardless of scrolling up and down (no more scrolling down to the bottom of the page to save!).
Additionally, when you select "Now" for the donation acknowledgement letter and Save and Close or Save and Add New you will be taken directly to the donation acknowledgement letter. If you select Save, you will be provided a link to go to the donation acknowledgment letter directly.  To be clear, we have NOT removed any functionality from Add Gifts. We've simply streamlined the process of recording donations so that you get the same screen no matter where you start the process of adding a donation. We have made a similar set of changes for the Add In-Kind gifts screen (consolidated Quick Add and Full Add into one screen). We've also slightly tweaked the layout of Add/Edit Pledge so that the layout mimics/is the same as Add Donation and has the same new features of the Save button always being visible and the Soft Credit donor field pre-populating with household members.  |
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| Guest Membership Renewal For those of you using PAGES to integrate your Fundly CRM with your website, we've added the option for contacts to renew their memberships online as a guest/without logging in to a public profile (this functionality already existed for those using WordPress Plug-Ins to Integrate their website with their CRM). This option will allow organizations to renew memberships online (currently not possible as organizations cannot create public profiles/online accounts, only individuals can). Now, when a contact goes to your website and selects Membership, they will see a Quick Renew Option at the top of the membership index page.  The user will need to search for memberships based on Membership Number or by First Name, Last Name, and Email address for Individuals or Organization Name and Email address for Organizations. Name and Email are both required to protect your members' privacy (otherwise, if it was just searchable by name, anyone could retrieve the information).  For those memberships that can be renewed (not voided, not allowed to be renewed, etc.), a renew button will appear to the right of the membership.  Clicking this will give the user the option to self-renew or gift the renewal (for example, if someone is buying a membership as a gift for a friend or family member).  For full details on using the new Guest Renewal option, check out this tutorial in our support library on renewing memberships. |
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| Third-Party Hosted Events Currently, to have an event appear on our website, you MUST have at least one ticket type configured (that is, you MUST sell tickets to the event). We've now added the ability to display events on your website for which you do NOT sell tickets.  Generally, this feature is designed to be used for when you wish to advertise an event for a third-party/for another organization who is handling their own registration. To use this feature, on Create Event Tab 1: Event Details, check the "Check if Event Ticketing/Registration will be done at Host's website" checkbox.  Doing so will trigger a number of things: Tab #3: Registration Types will be hidden/you will not have the option to configure any registration types.  In addition, the event dashboard will be hidden/not display, Manage Attendees tabs will be hidden, Event Invites, Event Notifications, and Registration Confirmation tabs will also be hidden.  You can always convert the event back to a regular event by unchecking the box. You will need to configuration/add registration types, however, for the event to published online. We've added some pop-up warnings in case you forget to add the registration types, but if you do manage to save the event without configuring registration types, this is what your online users will see when viewing the event.  Using the new hosted event function is fully detailed in our tutorials on creating events (especially Create Event Part I: Event Details and Create Event Part III: Registration Types). Speaking of event tutorials, we have spent three weeks updating the events tutorials in the support library and have added MANY new tutorials as well as reordered and numbered the tutorials to present them in a logical flow/set of steps. You can find all the event tutorials in the Events section of the support library. If you haven't read them recently, we recommend checking them out as there is a lot of new information. |
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| Recurring Gifts via Pages Previously, for those of you who integrate your website with your Fundly CRM via Pages, online donors only had the option to set up a monthly recurring donation. We've now added options for quarterly and yearly schedules as well (this functionality already existed for those using WordPress Plug-Ins to integrate their website with their Fundly CRM).  |
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| User Roles and Permissions Change Previously, there were a few places where a user who did not have permission to view donation data could still see this information - including on the search export (donor category date including last gift date and amount, average gift amount, largest gift amount, etc.), engagement history, and the search results screen (Next Ask Amount). We have updated our the user permission settings so that users who ability to view donations is set to "deny," will not be able to see any donation data in these areas. |
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| New Release Overview Webinar We'll be providing an overview of all of the new release items on Tuesday, May 8th and again on Thursday, May 10th (you only need to attend one session). You can register for a session by visiting fundlyevent.com. We are working to update all of the support library tutorials that reference the main menu, but this will take us a couple of weeks. We appreciate your patience; in the meantime, please understand that any tutorial that refers to the Main Menu as a green button in the upper right hand corner of the screen is referencing the OLD main menu. All main menu items are now on the new menu on the left. |
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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).
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