CRM Tag Archive

User Defined Fields

Where can you create your own user defined fields? Lots of places!

Accounts: You can find user defined fields under the General Tab of your accounts. Table #200 defines the type of fields. These include numbers, text, URL, date/time, selection boxes, etc. You can use data mining to select accounts based on these values or mass-import values using Andar Connector.  User defined fields can also be used as plan task triggers to direct your workflows.

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Employment Relationships: You can customize User Defined fields on the employee/employer relationships specific to the employer. Each company can have their own user defined fields with specific sets of values. These fields can be used to customize your volunteering and giving web pages and the employer e-Pledge reports can include these user defined fields so your ECCs can slice and dice data using their fields. These fields can be data mined and mass imported using Andar Connector.

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Transactions: There are 10 User Defined field on each transaction. You can decide how you use them. They can be used as custom entry fields on e-Pledge or used to store data through JavaScript. They can be data mined and mass imported using Andar Connector.

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Get Started with Andar/360 - Videos

If you’re newish to Andar/360 or know somebody that is, a great place to start is with our New User video series. Our 12 new videos provide step-by-step instructions that will help to get you started in Andar/360. From navigation to the basics of Bio Tabs and Dashboards, these videos will show you things that every Andar/360 user needs to know.

Click to find the videos here.

CRM Alerts

Stop waiting to be told when a pledge or payment is received. Don't get caught meeting with a potential donor or on a CEO visit just to find out about recent communications with other staff in your organization. Set up automatic e-mail alerts today to be notified of pledges, payments and communications with your most important accounts.

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Salesforce Intergration

We will be releasing a new module to integrate Andar/360 with Salesforce. With this module, account information changed in Andar will automatically update Salesforce and changes in Salesforce will automatically update Andar. Please contact us for licensing and pricing information.

Please see project 111163 to read more...

Recap: Round Table - CRM & Data Stewardship

Thank you for all those who attended our first quarterly best practice round table meeting talking about CRM & Data Stewardship.

Click to view the recorded webinar.

For resources from the webinar please visit: www.AndarSoftware.com/Roundtable

For questions please ask Eric..

Our next discussion topic will be: Online Giving – Running and Receiving – July 26, 2018. (Registration link coming soon)

Round Table - CRM & Data Stewardship

We will kick off our first quarterly best practice round table meeting talking about CRM & Data Stewardship.

Please join us for tangible and actionable information regarding this important topic. There will be time for Q&A. There is no fee and this round table will be recorded.

June 5, 2018 - 2:00 PM EDT: Click to Register.

For questions please ask Eric..

Save the date - Best Practice Round Table

Please join us for our first quarterly best practice round table meeting. We will be talking about CRM & Data Stewardship. Join us for tangible and actionable information regarding this important topic. There will be time for Q&A. There is no fee and this round table will be recorded.

June 5, 2018 - 2:00 PM EDT: Click to Register.

For questions please ask Eric..

Integration part 2...

Last week we talked about the importance of having a single-page documented data collection plan. This week let's dive into how you evaluate your current database. Take a look at the data elements on your plan, and next create a data mining operation to extract data and analyze it. Don't try to look at every account in your system - pull only your most critical accounts to begin. Think about your top leadership donors, then volunteers, then other donor groups. You must take a segmented approach to this work to achieve success.

See a video of data mining...

Read more about data mining...