2018.02 Tag Archive

Web Customization Account Associations

Some of you may have spotted these new items in your Andar menus and panels, but do you know what they are?

Starting in 2018.02 a new feature was added that will allow you to set up an account with a ‘Web Customization Account’ and attribute it to be used as a template for similar account groupings. For instance, if you have a group of Agency accounts that run campaigns, you can set up one account called “Agency Campaigns” and apply all notes/options in that account to your organizations running this type of campaign.

This is applied in the e-Community / Customization Tab of each organization account.

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In addition to this, the tailoring account will now have, ‘Web Default Settings’ appended to the name in all locations to clarify its intended use. The mobile Tailoring account area of system preferences has been made obsolete as well. Certain conditions that apply will affect how your specific environment reacts. It has been determined that the Mobile Tailoring Account is no longer needed to achieve mobile responsive e-Community pages, as such the following changes will be made.

In System Preferences > e-Community > e-Community – General: 
•    If Mobile Tailoring Account is not populated in system preferences, it will be removed.
•    If Mobile Tailoring Account is populated in system preferences with the same account at the Tailoring Account, it will be removed.
•    If Mobile Tailoring Account is populated in system preferences with an account different than that of the Tailoring Account, it will not be removed and will function as normal.

This is available in the 2018.02 release and will be further expanded in future releases. Let us know if you have any questions!

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.

Read more...

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

e-Pledge Simplification

Develop and deploy ePledge campaign templates.

Use the Web Customization Account Association to create e-Pledge templates. The concept of creating Web Customization Account Associations is similar to creating a group account and adding members to the group. 

A Web Customization Account will hold the default web settings for a group of accounts. Place the web options and web notes on the Web Customization Account so you don't have to set them up on every account in that group. Link a Web Customization Account with multiple accounts in Andar.

Read more...

Report Highlight: Volunteer Hours Report

Use the Volunteer Hours Report to calculate volunteer hours based on a variety of criteria. It will provide details such as volunteer name, account#, team, opportunity name, opportunity number, date and hours worked along with totals.

Read more...

Check out a sample report...

See a list of all Andar/360 reports...

Service Pack 2018.02

2018.02 has now been released and is available for download. Would you like to read about the new features in this service pack?

Would you like our help to run your upgrade? Contact us if you would like to schedule the Andar/360 upgrade service.

Download the upgrade today.

 

Google reCAPTCHA to Replace Andar simple CAPTCHA

Would you like to use the Google reCAPTCHA instead of the simple Andar/360 default? Follow these simple directions with the 2018.02 service pack loaded.

    1. Open https://www.google.com/recaptcha/.
    2. Click on the Get reCAPTCHA button (if logged in click "My reCAPTCHA").
    3. Select reCAPTCHA V2 and register your domain. It will generate two keys: Site key and Secret key. 
    4. Copy the 2 keys and paste them into Andar > System preferences > e-Community > e-Community - General > CAPTCHA settings.

**The new Google reCAPTCHA will work only if both keys are entered.

Read more...

We can upgrade your Andar for you...

2018.02 has now been released and is available for download. Read about the new features in this service pack?

Would you like our help to run your upgrade? Contact us if you would like to schedule the Andar/360 upgrade service.

Andar Connector Headers - The Easy Way

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New in 2018.02: Generate Column Headers for Connector Import File. Check out this new feature to help you generate the column headers needed to import data into Andar/360 via a spreadsheet.

Users are able to select the columns of data they wish to import and then have the shell of the import file created.

Main menu > Data Import/Export > Generate Column Names for Connector Import File.

Read more...

Learn about Andar Connector...

2018.02 is Released - What is New?

2018.02 has now been released and is available for download. Would you like to read about the new features in this service pack?

Would you like our help to run your upgrade? Contact us if you would like to schedule the Andar/360 upgrade service.

 

Service Pack 2018.02 - Plan ahead

Please read about the new features in Service Pack 2018.02.

Plan ahead now for your upgrade - please contact us if you would like to schedule the Andar/360 upgrade service.

2018.02 is expected to be released on 6/20/2018*.

For more details...

*This date may change to ensure the most stable and issue free release possible.