Great New Things from Fundly Connect!

• Unverified Email Address Status
• Instagram and Flickr Buttons on the Public Site
• Archive Inactive Courses (For University clients only)
• Mailing and Work Address Syncing into CRM (For CRM clients only)
  • Mailing Address
  • Work Address (For clients with Business module add-on only)

 Unverified Email Address Status

Wondering why an X mark is displayed beside the volunteer or organization’s email? This email status did not only mean that the email was invalid but also meant that the email address has not been verified.

To prevent any confusion with this status, we have added the “unverified” email address status (similar to CRM) so users can identify which emails have not been verified and which are actually invalid.
 

 Instagram and Flickr Buttons on the Public Site

You can now add social media links for Instagram and Flickr on your public site to allow more following and more volunteers!

To add a social media link, login as the organization admin. Click the main menu, Website Integration then Design My Public Site. On the Website Configuration screen, click Edit Template and scroll to the bottom of the page and click the edit icon of the social media icon section. Enter your social media URLs then hit Save.

 Archive Inactive Courses (For University clients only)

To prevent the Courses list from getting cluttered, we have given the University the ability to deactivate courses. Inactive courses will not be visible on the student registration form and the opportunity configuration course drop-down.

 Mailing and Work Address Syncing into CRM (For CRM Clients only)

Mailing Address for Volunteers

• The mailing address tracks the volunteer's home address.
• Mailing Address pushed from Connect will Sync as the "Home"Mailing address in CRM

Work Address for Volunteers (For clients with Business module add-on only)

Connect allows organizations to track employee's contact info, volunteering hours, schedules and report on total hours volunteered by the business or different teams within the business. (Click here for more information on Business accounts). If Business module is enabled:

• You can track work address for volunteers. When entering work address, you have the ability to associate the volunteer with the company they are working for.

• Work address will not be displayed if you don't have the Business Module. If you were using "work address" prior to this release and do not have business module, those "work address" will be moved into "other address". No action needed on your end.

• When setting a volunteer work address, a business must be selected to register its address as the volunteer work address.

• Connect-CRM Address Sync Logic
• CRM Multiple Addresses

 DID YOU KNOW???

Did you know that you can create Private Opportunities? These opportunities can be those that are available only to a specific group of volunteers or those that have priority volunteers.

To know more about this feature, click here.

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 Connect and/or Fundly CRM V2, 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.