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)
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Sharpening your Data with Reporting
NPSP Reporting – Let your data speak! (1 Hour Format)
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Unsleash the power of your data with reporting!
Reports that Work
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This presenation helps with creating reports you don’t have to do much
Using GConnector to get your data out of the silo!
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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
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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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