New Release News: Contact View Changes Coming June 21st!
Contact View Sneak Peek Webinar Recording:
New Contact View guide Video:
(You can also download the ppt attached at the bottom of this article)
Newsletter:
Great New Things For NonProfitEasy!
|
We've got a handful of big announcements this week:
- Zoom integration is LIVE!
- **Major** View Contact changes coming June 21st
- Reporting Master Class coming in July
- Ten Minute Tips w/Terri video series upate
Read on for all the details! |
It's here! As reported during the Zoom Integration Overview webinar, the technical changes were done, but we had to wait for Zoom to approve the integration. That approval has come in, and we are live! You'll find the "this is a virtual event" and "zoom event" checkboxes on the event set up screens, and you can begin using the integration as of TODAY!
|
|
|
VIEW CONTACT CHANGES COMING JUNE 21st
|
Last summer, we previewed the planned changes for View Contact (for individual contacts, organizational contacts, and household view) - fresh, updated design, ability to move, resize, and hide almost everything, and additional details/metrics for contacts. The release date for those changes got pushed back a bit due to Covid-19, but they are now wrapping up and will be live on June 21st!
These changes are SUBSTANTIAL and will require some set-up by you on the day they go live. As such we will be offering FOUR dates for a sneak-peek/overview session between now and when the changes go live on June 21st (Wednesday June 2nd, Thursday June 3rd, Tuesday June 8th, and Friday June 11th). We STRONGLY recommend all users attend one of the sessions. |
|
|
|
JULY REPORTING MASTER CLASS
|
During the month of July, we will be offering a reporting "Master Class" - this will be an intensive, interactive, 4-week class covering a deep dive on using the custom reports module inside NonProfitEasy. This class will be best suited for those who have used the custom reporting module a bit and are familiar with the mechanics of the Express View and Advanced Reports interfaces but struggle to get the reports they want. Class will run for TWO HOURS (Thursdays, from 10 am PT to 12 pm PT), every week for four weeks.
|
|
|
|
TEN MINUTE TIPS WITH TERRI
|
In March, we piloted a new short video series "Tuesday Tips with Terri." These short videos - 10 to 15 minutes each - present users with 3-5 quick NonProfitEasy tips based on frequently asked questions and best practices. However, we realized, based on feedback, there was some confusion - users thought the videos were only available/watchable on Tuesdays and didn't know how to find them once they closed the pop up notification that a new video was available.
In response, we've made a couple of changes. Going forward, the videos will be called "Ten Minute Tips With Terri" - though new videos will still be released weekly on Tuesdays - and we've compiled links to the videos in one place within the support library. We'll still send you an in-system notification each week when a new video is posted, but if you need a handy index of all the videos, you can now find one in the "Ten Minute Tips Videos" section of the support library.
|
|
|
|
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.
|
Copyright © 2020 Fundly LLC, All rights reserved. You are receiving this email communication as a valued opt-in CRM user.
{UnsubscribeUrl} |
Comments
0 comments
Article is closed for comments.