Learning Tag Archive

Focus Group Meeting

This week, representatives from United Way Worldwide and five United Way sites convened with Andar Software for the first Focus Group meeting. The goal of the meeting was to bring talented players together to work as a team and help United Ways accomplish their goals. The primary topic of discussion was ‘Data Standards.’ Participants were appreciative of having a space to collaborate and pool their energies together to reach their goals faster and in more innovative ways.

If you'd like to know more about the Focus Group, send us a message.

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Save the Date for the User Group Conference!

The 2019 Andar Software User Group Conference will be in April, 2019. The location and registration information will be released soon. Expect sunshine and lots of learning!

Running a Fee Payout 101

Did you know that fee payouts don't have to be submitted with every Donor Choice Payout? You might have to run Donor Choice Payouts monthly, but only pay fees quarterly. To do this, you'll have to use the same Payout Definition to pay designations and fees so that Andar can automatically calculate the designation payout to know the fees that are being charged. Get detailed instructions on the entire process in our Customer Support Center.

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What's in Store for the Next 5 Years?

Imagine where you'll be in 2023 — or better yet, where your United Way will be in 2023. What will your campaign goal and community impact work look like? How will technology play a role? How will your job be different? As 2018 comes to a close and we start to think about new year's resolutions, fill out this five-question survey to let us know where you think things will be in 5 years.

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Personalized Training Sessions

You might be new to Andar or maybe you're a long-time user that needs to brush up on some skills, nonetheless, a personalized training session might be the right answer for you before 2018 comes to a close. You can ask to have the agenda personalized to your needs, and also have all the training in your database to make the lessons more practical and meaningful. Sign up for sessions or ask for more details below.

Get Training

Salesforce Integration Module

Leverage the power of Salesforce.com in your day-to-day resource development activities while continuing to rely on Andar/360 as your back-office processing and system-of-record. This integration module synchronizes donor information between Andar/360 and Salesforce.

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Personalized Training Sessions

You might be new to Andar or maybe you're a long-time user that needs to brush up on some skills, nonetheless, a personalized training session might be the right answer for you before 2018 comes to a close. You can ask to have the agenda personalized to your needs, and also have all the training in your database to make the lessons more practical and meaningful. Sign up for sessions or ask for more details below.

Get Training

Webinar: Major Individual Giving

Andar/360 MIG Demonstration & Q/A

November 16, 2018 at 1 PM CST

Are you interested in finding out more about the Major Individual Giving tool? Join us for this free demonstration & overview. We will also reserve time to answer any Andar/360 questions you might have.

(After registering, you will receive a confirmation email containing information about joining the webinar.)

Register now.

eClass Training

Please join us for an upcoming eClass. These 2-hour long group trainings will begin at 2pm ET and will cover:

  • Finance: Intro to Andar/360 - November 2, 2018  (Register)
  • Data Mining for a Beginner - November 5, 2018 (Register)
  • Resource Development: Intro to Andar/360 - November 8, 2018 (Register)
  • Data Mining for a Beginner - November 13, 2018 (Register)

To see class descriptions: www.andar360.com/eClass

If you have questions please let us know.