SYM Empty Profile Creation

We are going to enable some login users with very restricted access. These are volunteers or interns. In order to do this we are going to start with an empty profile. Regrettably we have inadvertently ...  read more

Gift Entry on the Go

I frequently tell people they probably can’t beat the efficiency of the Gift Entry tool (in NPSP or NPC) in terms of cost. It’s a desktop only tool that is keyboard focused. I use it ...  read more

Image Based Salesforce

A picture is worth 1000 words. Pictures are so easily taken with our mobile devices. Can pictures help us in Salesforce? I think the answer is yes, now and (with AI coming so fast) amazingly so in the ...  read more