Articles in this Newsletter July 27, 2018

i-Access: Add and Update Notes

i-Access allows users to access Andar/360 from your phone, tablet or other device.

Users can now add or update notes through i-Access*

Simply add the following bio tab app: Profile Tabs app > CRM > Notes.


* Note: users cannot currently add or update attachments to notes. 

Western Regional Conference

We will be at the Western Regional Conference in Las Vegas, NV next week. Please stop by to ask questions or see 1-Text to Pledge, Salesforce Integration, Easy eMail pledging and other CRM Tools in action. 

If you would like to set a time to meet please email us.


Enter a new gift with preloaded details from last year

Check out the new Pledge Replication web option feature. If  "Enter a new gift with preloaded details from last year" is turned on, as the donor goes through the regular pledging process the pledge type, amount, designation etc. will be preset with the previous year's gift details. The donor is allowed to make changes throughout the process.


Recap: Round Table - Online Giving

Thank you for all those who attended our best practice round table meeting talking about online giving.

Click to view the recorded webinar.

For resources from the webinar please visit:

For questions please ask Eric.

Our next discussion topic will be announced soon.

Quote of the week

I am not a product of my circumstances. I am a product of my decisions.

Stephen Covey

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