Relationships Referred by and Referrer are confusing. We need better names but we have what we have for now. Since we consider referring someone a significant indication of engagement and a very advanced ...
Donor Account Rich Text Summaries
We added a rich text field on account intended to hold a recent summary of donation activity as well as a call to action for next action. Next action could be customized to indicate 1, 2, and ...
NPSP Reporting Workshop – Let your data speak! (2 Hour Format)
Sharpening your Data with Reporting
NPSP Reporting – Let your data speak! (1 Hour Format)
Unsleash the power of your data with reporting!
Reports that Work
This presenation helps with creating reports you don’t have to do much
Using GConnector to get your data out of the silo!
How I learned to get my data inside Salesforce published on my website automatically using a third-party application exchange tool called GConnectHow I learned to get my data inside sales force published on my website automatically using a third-party application exchange tool called GConnector.
I love using Salesforce at my small nonprofit. We are small but mighty… $225,000 receipts with an average annual give of $691, 4.5ish employees strong. Working alongside 12M$+ nonprofit ...
Using Dashboards as Documentation of Tasks
How I have used a dashboard to help me repeat a recurring tasks more perfectly and efficiently. The real impact comes from those tasks that are annual and therefore more subject to the tyranny of forgetfulness.
Whew! I don’t know about you, but I just managed to finish the year end donation madness, and then I had to start a series of end of year receipt activities. And now I’m getting ...
Crawl Charts (Cumulative Year on Year Graphs)
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