Mastering Your DonorPerfect System
Mastering Your DonorPerfect System
Agenda • Alerts • SmartActions • SmartScreens
Alert Details • User security must allow access • Available for • Pending EFT transactions • Existing expired credit cards • Pending WebLink transactions • Pending Email and Letter Receipts
SmartActions • Trigger - What is happening in database • Action - Automatic result
• Trigger: New Gift Save with filter (gift amount greater than “X”)
• Actions: Director receives an email about the gift as well as contact activity to call the donor
SmartActions Tips If using a selection filter, it must be saved
If sending an email to more than one person, separate by a comma and space
One trigger can have multiple actions
SmartScreens • Based on field selected, trigger operator and trigger value • Hide a field or section • Show an alert pop-up warning
Application Alerts are useful for staying on top of expiring credit cards, timely processing of EFT transactions, and remembering to download WebLink transactions SmartActions will save you time with automatic actions for activities taking place in the database SmartScreens will increase the usefulness of data entry screens
We would love to hear from you!!
Agenda • Alerts • SmartActions • SmartScreens
Alert Details • User security must allow access • Available for • Pending EFT transactions • Existing expired credit cards • Pending WebLink transactions • Pending Email and Letter Receipts
SmartActions • Trigger - What is happening in database • Action - Automatic result
• Trigger: New Gift Save with filter (gift amount greater than “X”)
• Actions: Director receives an email about the gift as well as contact activity to call the donor
SmartActions Tips If using a selection filter, it must be saved
If sending an email to more than one person, separate by a comma and space
One trigger can have multiple actions
SmartScreens • Based on field selected, trigger operator and trigger value • Hide a field or section • Show an alert pop-up warning
Application Alerts are useful for staying on top of expiring credit cards, timely processing of EFT transactions, and remembering to download WebLink transactions SmartActions will save you time with automatic actions for activities taking place in the database SmartScreens will increase the usefulness of data entry screens
We would love to hear from you!!
