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
