April 2014

  • New Class and Event Management (CEM) module
  • Online e-signing of documents, e.g. for quick processing of bequest forms

March 2014

  • More detailed system dashboard with additional real-time information

February 2014

  • Point-of-Sale terminal now supports discounts
  • New feature to print membership cards only once to save significant annual reprinting costs

November 2013

  • New features for supporting holiday event promotion and increased operations volume
  • Visitor center/guest services registers can now be mobile, e.g. to quickly scan in members

September 2013

  • Enhanced donor management solicitation and subsolicitation tracking
  • Several new high-level donor management reports

June 2013

  • Developed tools to support customer transition from Excel and donor management systems
  • Feature to translate data elements for improved General Ledger reporting

January 2013

  • Printing membership cards “on demand” in the visitor center automatically excludes them from the later print batch, saving on printer stock
  • New Largest Donors During Period Report (requested to aid Development)
  • New No Recent Activity Members Report (requested to aid Development)

November 2012

  • Point-of-Sales records Credit Card Approval Code
  • Gift Activity remembers original staffer making the data entry (aids Front Office)

October 2012

  • Several workflow reports now have user-selectable filters (aids All)
  • Workflow operations can now be journaled as activity donor accounts

September 2012

  • More gift record fields available in the user-accessible “flex search” tool
  • Added operator (staffer) name to printed receipts

August 2012

  • Weather is now by the hour, 24 hours a day, 7 days a week (requested by Gardens)
  • Dashboard includes comparison to same day last year
  • Users can move dashboard activity date back and forth in time

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