Articles in this Newsletter May 15, 2020

Call Attention to Critical Account Information with Alert Notes

As we continue social distancing and working safely from our homes, keeping everyone up to date on important information on your donor accounts is even more critical. Alert Notes can help as another form of notifications.

What do you do with the information you need all staff to know? It may be that a major donor will only talk to the Director of Development and no one else. Maybe it's that a board member will only answer to one nickname. Or it may be about an overdue pledge that needs to be addressed as soon as possible. If you have information that is critical to how you communicate with a donor or handle their gifts, use an Alert Note to notify everyone accessing that account.

Alert Notes pop up in a new window when you open an account through Account Management, Account Overview, and Gift Entry. But use caution when using Alert Notes. Too many unnecessary alerts may cause your colleagues to disregard them before reading if they do not think the information will be important.


Any Note can be made into an Alert Note by checking the Alert box on the Note.


Alternatively, you can make all Notes entered as a specific Note Type an Alert by checking the Alert box on the Note Type in the Note Types Table (FRNTETAB). Go to File > Open > Data Management > Code Tables to find the Note Types Table.


[Free Demo] PledgeLink - Online Giving Tool

Join us for a free 1-hour demonstration of our stand-alone online giving tool: PledgeLink. As we look to our future fundraising efforts in the current environment of social distancing and working remotely, our strategies also need to shift to accommodate donors.

The PledgeLink website offers nonprofit organizations the ability to create a customized user interface for companies and employees so that they can easily and efficiently access campaign information and make campaign pledges while ensuring that gift and designation options adhere to campaign system requirements. Organizations can define a 'default' electronic campaign for their organization, including gift options, designations, images, news, etc., thereby minimizing the administration associated with a workplace campaign. Company Administrators can then further customize PledgeLink to give it a specific "look and feel."

The demo dates are Thursday, June 11th, and Thursday, June 25th, at 2 PM EDT.

Register Now

[ENTERPRISE Academy] Setting Up Company Campaigns with PledgeLink

Learn how to customize PledgeLink for each company campaign, including messaging, custom pledge forms, and importing employee files. The PledgeLink website offers nonprofit organizations the ability to create a customized user interface for companies and employees so that they can easily and efficiently access campaign information and make campaign pledges.

Classes run for approximately two hours. All attendees are welcomed to ask questions on the spot if they want the instructor to explain concepts further.

View Classes

Upgrade Notice for PledgeLink Sites

Please note that we will be upgrading PledgeLink this weekend, Friday, May 15th, to Monday, May 18th.

The upgrade period will be Friday, May 15th, at 9 PM EDT through Monday, May 18th, at 8 AM EDT. During this time, connectivity to PledgeLink will be unavailable.

If there are any issues with this work schedule impacting your organization, please call the Support Line at 877.479.3780, press 13, or email us at and we will do our best to accommodate your schedule.

Custom ENTERPRISE Database 2 SQL Scripts Now Available

It's that time of year again! Time to compile your Bold Play data for United Way Worldwide. The annual United Way Worldwide Database 2 Survey has been released. We have updated our custom ENTERPRISE data extraction scripts to correspond to this year's survey questions.

The updated Database 2 SQL scripts and overview files are available for download from Customer Support. If you are hosted on our ENTERPRISE Express network, let us know if you would like assistance compiling your data through these scripts. Not hosted? No problem! We can still help you compile your data through our additional support services. Contact us to learn more.

Remember to keep an eye to your UW's reporting deadline and any internal deadlines for gathering data.

How Can We Help You?

The past few weeks have involved a lot of new challenges for everyone. Each day we are confronted with keeping abreast of the latest news on the coronavirus, in addition to adjusting to new physical distancing practices, and keeping ourselves and loved ones healthy. Along with all of these new practices, our work environments have been altered drastically. Video conference calls, fluctuating wifi connections, and working with kids in the room or pets on our laps has become the new norm.

It's a lot of newness in our lives! We want to reassure you that we are here to support you, and are reaching out to see if you need any help from us while you work from home. If your connection to ENTERPRISE is not secure or if your internet connections are not reliable, our team may be able to help you process pledges or fill areas where you may have current gaps.

Let us know if and how we can help you. We'd be happy to roll up our sleeves and support you through this unique period.

Contact Now

Upgrade ENTERPRISE to v2020.01

Let us take something off your plate, assist your outsourced IT team, or fill the gap from the ENTERPRISE expert who recently left. We can upgrade your ENTERPRISE database to v2020.01 as part of our additional support services.

Download the ENTERPRISE Release Notes to learn about its new features and fixes, and share them with your ENTERPRISE team.

Contact us now to learn more and schedule your upgrade.

Don't forget to do a full database backup before you begin your upgrade.

Please Note: Enterprise version 2020.01 requires SQL Server 2012 or later.

Schedule Upgrade

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