The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as an added assurance, you can review exclusions in marketing efforts by running a Marketing Exclusions report.
Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to 3 Prospect Plan Managers. These fields were added to the end of everyone’s export definition files in order to avoid interrupting any predefined merges you […]
The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already. This online version is replacing the old .pdf process with a soft cut over early FY17 (July 2016). If you have not attended training or watched the training videos (here), please sign up for a class or […]
Development Officers and Fundraisers! Do you need a quick way to find out how much money your school has raised this fiscal year, or how much has been raised for the Campaign to date? While this isn’t ‘real time’, you can access this information using the Campaign Report project of Advizor. Click here for details.