Great New Things For NonProfitEasy!

• NonProfitEasy is now a part of Lumaverse Technologies
• New Add-Ons & Integrations: TimeTap and SignUp Genius
• New(ish) Integration: Museum Anywhere
• Custom Data Set Security
• Contact Type Toggle Pairs

NonProfitEasy Now Part of Lumaverse Technologies

We’re excited to announce that NonProfitEasy is now part of Lumaverse Technologies, a group of companies that solve group management challenges for nonprofits and K-12 schools. By teaming up with best-in-class technology companies, we hope to bring you even more powerful solutions to grow your organization. The Lumaverse family includes:  

• NonProfitEasy – the same great features you’ve always enjoyed for member, volunteer, donor and fundraising management plus an intuitive, enterprise, all-in-one CRM
• SignUpGenius – organize group activities via easy online sign ups and capture participant activity directly into your CRM - no manual re-entry, fewer errors
• TimeTap – Manage complex online appointments for multiple staff members across multiple locations, from any computer or mobile device
• Membership Toolkit - PTA & PTO member management, an all-in-one solution that includes website management, accounting, fundraising, and communications
• Fundly - Crowdfunding that requires no minimum fundraising fees to get started
• Learning Stream - Registration management for education and training
• GoSignMeUp - Enterprise-level donor, event, and fundraising management solutions
• AtoZConnect - PTA & PTO member directory services with mobile and print options

Each company will continue to function as a stand-alone brand while being increasingly integrated. Visit Main Menu: Add-Ons & More inside your NonProfitEasy CRM to see which integrations are currently available.

As a core solution within the Lumaverse family, NonProfitEasy will continue to deliver the best-in-class solutions you’ve come to expect. We have many new exciting features and changes coming - including today's announcement of security for custom data sets, our upcoming changes to View Contact, and our planned enhancements to our Events module. Stay tuned for more information on all these and more!

New Integrations: TimeTap and SignUpGenius

The first core integrations across Lumaverse Technologies products that we are offering are with SignUpGenius and TimeTap.

SignUpGenius gives users the ability to organize group activities via easy online sign ups and capture participant activity directly into NonProfitEasy - meaning no manual entry and fewer errors! In addition to our VolunteerEasy system, SignUpGenius offers a way to manage volunteer sign ups and scheduling. And like VolunteerEasy, information on volunteer schedules/activities from SignUpGenius will sync automatically to the "Opportunities" widget on View Contact inside NonProfitEasy. Now you have more options than ever for managing your volunteers!

TimeTap allows users to manage complex online appointments for multiple staff members across multiple locations, from any computer or mobile device. It's the calendar scheduling program you didn't know you needed but  will realize you can't live without!

You can learn more about both of these integrations by selecting "Add-Ons and More" from your NPE Main Menu and then clicking on the Integrations tab.

New(ish) Integration - Museum Anywhere

This isn't a new integration (we've had it for a while), but we thought it was worth mentioning in this time of Covid-19, we do offer an integration with MuseumAnywhere for generating paperless/virtual/contactless membership cards. You can sync your NPE account to your MuseumAnywhere account and generate virtual/paperless membership cards for all of your members easily and quickly. You can learn more about this integration by checking out this tutorial in the integrations section of our support library.

And, of course, you can view our complete list of integrations in this tutorial.

Custom Data Set Security

You asked - we delivered!

Users now have the ability to add security to custom data sets in order to control which users can see the data stored in any given custom data set. With these new security permissions, you now have the ability to exclude certain users and/or user roles from viewing, adding/editing, and/or deleting custom data set data, even when those users/roles have permission to view, add/edit, and/or delete contact records. Further, if permission to a custom data set is denied, that user cannot access that custom data set data anywhere in the system: advanced search, event registration forms, membership forms, or reports.

There are two layers to the new custom data set security:

1. A new section has been added to application roles (Support/Account Menu: My Account: Application Roles) for custom data sets. This is where you set who has access to Main Menu: Custom Data Sets and the ability to manage custom data sets themselves.
    
   
   
   
2. The add/edit custom data set user interface has been revamped to add an entirely new tab/step - Security. On this tab, you will set which users/roles have permission to access the DATA within that particular data set field. You can create "non-secure" data sets, which can be seen by all of your users and "secure" data sets which have limited access.

   
   

 

Contact Type Toggle Pairs

And if all of the above was not enough to get you excited, check this out: contact type toggle pairs!

Until now, there was no way to create pairs of contact types that worked together the way the member/ex-member or board member/ex-board member contact types do. That is, a pair of contact types that are mutually exclusive, can share custom data information/can pass the data in a custom data set tied to that contact type back and forth, and which can be used to indicate current versus past/ex status.

Now you can.

On Main Menu: Contacts: Configurations: Contact Types, you will see a new field - toggle type. Selecting a contact type here will create a "toggle pair" that will act as described above. Pretty nifty, huh?

The impact goes far beyond this, though. Previously, if you tied a contact type to a custom data set and entered data into that data set, you could NOT remove the contact type from the record. This means, for example, if you created a "donor prospect" contact type and tied that to a custom data set, you could never remove the donor prospect contact type from the record - even if that person became an "ex-prospect"/cold lead. Now, using toggle pairs, you could pair the Prospect contact type with an Ex-Prospect type. Once you identify a contact as an ex-lead/prospect, you would be able to select Ex-Prospect, which, by default, would then deselect the Prospect contact type, thus removing it from the record. All data in the "prospect" custom data set would automatically be saved and moved to the Ex-Prospect sub-tab on the contact's record.

We've updated the Configure Contact Type tutorial to reflect this new feature, and we will discuss it in more depth at this week's Custom Data Sets webinar (click here to register).

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 our CRM, 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.