Tips Tag Archive

Update Your Contact Information

Since many of your team members are temporarily working from home, we suggest that you update Andar Software with your new contact information. Please share your updated contact information when emailing the Help Desk or creating a new project so that you can receive a speedy response.

Contact Us Page

Have you tested your 'Contact Us' page recently? If it contains a form, does the right person get notified?

Due to the COVID-19 emergency, many individuals are working from home. Ensure someone in your organization is receiving all your 'Contact Us' outreach requests by updating your survey form in Andar/360.

Personalize Your Workspace

Did you know you can set a tab as the default tab? Simply click on the tab and then right-click on it to set it as the default tab.

You can also set a sub-tab as a default sub-tab by right-clicking on it. This means that when you open the profile for this account type, you will land on the tab you set as the default instead of the bio tab or the first tab in the sub-tab list.

You only have to set this up once for each account type, and it will apply to all the accounts that are the same. For instance, if you set it up for 'company,' it will apply to all companies, and if you set it up for 'agency,' it will apply to all agencies.

Run Special Appeals Using e-Pledge

Special appeals are used for raising funds for a specific initiative, agency, or campaign. Some examples of special appeals can include disaster relief, local issues, or even ‘in lieu of gifts’ campaigns like weddings or funerals. Read this guide to learn more.

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Working from Home During Covid-19

Within one week, life has changed dramatically for you, your friends, family, co-workers, and constituents because of the Coronavirus outbreak. You're likely reading this from your new workspace: your home. This can be a difficult transition for people who have rarely or never worked from home.

This week, Christian Cockroft, Senior Technical Product Specialist for Andar Software, took the opportunity to gather tips from telecommuting colleagues. Read his blog entry to find out about some tried-and-true work from home tips.

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Receive Agency Applications

Did you know that you can add a link on your public website to have ‘unknown’ agencies submit a request to apply for funding or to be listed on your volunteer website? You will be notified via email if an application is submitted. After you review and process the application, the information from the form will be saved into Andar/360.

Learn More

Add a Campaign Thermometer on an e-Community Webpage

The thermometer portlet allows you to show up-to-date campaign performance in the form of a thermometer graphic on any e-Community web page. The portlet can be embedded in a web note as a note variable. Read more about how to add thermometers to your webpages in Customer Support.

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What Happens When You Drag and Drop an Account Name from Andar/360 to Outside Andar/360?

You can copy (or drag and drop) an account name from Andar/360 to outside Andar/360 and turn it into a link to the Andar/360 account. This will work for any application that understands HTML (e.i. MS Word, and Outlook). Then, for example, an email recipient can click on the link to open the account in their instance of Andar/360 instead of having to search for the account.

Find Out More

Speed Up Your Dropdown List Selections

Some dropdown lists are very long. To speed up the search, key in the first letter(s) of the keyword(s). As soon as you start typing, a tooltip box will appear: 'Search: (the keywords entered).'

The search function will do a 'starts with' matching on every keyword in the order in which it is entered. For example, entering 'emp pay mul' will match 'Employee Payroll Multi-Year Adjustment' and 'Employee Payroll Multi-Year Payment.'

  • If there is only one option that begins with the letter(s) keyed in, that option will appear in focus. Clicking the mouse or pressing the 'Enter' key will select that option.
  • If there is more than one option that begins with the letters entered, the tooltip box will show: '(press = for next match).' Pressing the '=' (Equal sign) key will toggle from one to the next.

Get more details in Customer Support.

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Are Images Not Showing Up on Your Website or Emails?

Having missing images can affect how donors and prospects perceive your organization. Read below to familiarize yourself with some reasons why this might be happening, and what to do about it.

  1. Special characters in filenames: When uploading images in Andar/360, please make sure the image filename does not contain any spaces or special characters.
  2. The image file may be corrupted: Try opening the image in an editor and save it again or save it as a different file format.
  3. Blocked images: Some email clients may block images by default. Check your device settings to allow images.
  4. Mixed content: Mixed content occurs when initial HTML is loaded over a secure HTTPS connection, but other resources (such as images and videos) are loaded over an insecure HTTP connection. If your website uses secure HTTPS connection, ensure that all links in articles, web notes, and emails also use secure HTTPS links.
  5. Look & Feel Containers: If you are using a Look & Feel Container in an email, make sure the "Allowed in Email" option is turned on inside the Look & Feel item.