Highlight Overview. Moves Management Modules, Moves Management

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1 Highlight Overview Modules 1. Moves Management NEW!! 2. Event Management NEW!! 3. Import Data Management 4. Quick Entry 5. Export to File 6. Filter Management 7. Gift and Pledge Links Reports 8. Gift Listing with Soft Credits 9. End of Year Letter 10. Notification Moves Management Modules, Moves Management Manage contacts to reach a goal Manage Plan details Track Solicitors Activities Create a Plan of Actions Select Constituents 1

2 Moves Management Details Set up details of moves management plan Click on Next or on the Tabs to navigate through the module Moves Management Solicitors Enter gift and pledge goals of each solicitor 2

3 Actions Create steps to make the plan successful Constituents Set selection filter for who will be selected for the action 3

4 Campaign Analysis Reports, Financial, Moves Management Tool to help analyze effectiveness of efforts for reaching campaign goal Campaign Comparison Used to compare multiple plans financial success 4

5 The Events Module To Enter, Edit or Add an Event Five Tabs, Five Steps Enter Event Details Manage Attendees & Attendee Payments Manage Team & Table Assignments Select Invitees Manage Guests of Guests Make Guest a Constituent Click on the tabs or on the Next or Back buttons to navigate through the module 5

6 Event Details Create the who, what, where and when of the event Expense Tracking 1) 4) 2) 3) 6

7 Invitations Select who will be invited to the event Can export list to Excel Responses Manage RSVPs and track payments 7

8 Guests Manage guest list Table/Teams Manage table/team assignments 8

9 Improved Auction Tracking Can be individual event or part of another event Automated auction numbers has arrived! Entering an Auction Item From Event Details Screen, click Auction Items button, then Add Item. 9

10 Auction Item Details Automatic Item Number Assignment!!! Lookup Item Donor Verify Donor Info Record Item Details The Winning Bid Sold! Highlight Auction Item Click Winning Bid Lookup Purchaser Enter Purchase Details 10

11 Data In Information Out!! Report Categories & Report Types Event Reports Modules, Event Management, Event Reports 11

12 Import Module Enhancements Can import data into Other Info and Contact tables Can only be Insert or Insert and Update procedure Quick Entry Made Easier Can add new constituent records 12

13 Export to File Can export transactional data (gifts, pledges, other information, contacts) Export Templates Choose fields to be exported Saves time if used again in the future 13

14 Sample Result of an Export Separate row for each gift or transaction All phones and s will be in one cell If you want individual columns of phone and s, then the export template would have to include getphone( HOME ), getphone( WORK ), get (), etc. Organization for Filters Organize saved filters into folders 14

15 Standard Fundraising Filters Most commonly requested filters are readily available! Redesigned Gift Linking More intuitive process Ability to add new constituent record from linked gift screen 15

16 Adding New Record Pledge Payment Options Ability to apply existing gifts to existing pledges Ability to apply a pledge payment to another donor s pledge 16

17 3 rd Party Payers Enter gift in donor s record Choose Apply Pledge button Select donor who has the pledge to be applied to Pledge Link Report Reports, Financial, Pledge Reports Shows payments made by 3 rd party payers 17

18 Reports Gift Listing with Soft Credits End of Year Notification Gift Listing with Soft Credits Reports, Financial Reports, Fundraising Lists what gifts were given by a donor as well as soft credit gifts 18

19 End of Year Reports, Financial Reports, Forms Enter Date Range Select Export Format End of Year Letter Opens Word and produces personalized letters 19

20 Consolidated Notification Letter Reports, Financial, Memorial Reports Enter Date Range Select Export Format Consolidated Notification Letter Lists in letter form those donors who gave in memory/honor of someone 20

21 Get Updated Download the update file today! Enter your address and client ID Remember to make a backup first! CONGRATULATIONS!! on completing the Version 10 Highlights webinar. Visit us at or for a complete schedule of other webinars. 21