The MIG enhancements also include the tracking of expectancy gifts. These, often called "fuzzy" gifts, are entered by resource development staff without the strict requirements of the finance department. Both the expectancy gifts and the regular financial transaction will support multiple gift relationships. These relationships are intended to provide additional thank you letters, foundation gift tracking, solicitor recognition, improved memorial gift tracking, etc. Giving totals will appear on all accounts related to these gifts. The thank you letter process has also been enhanced so users can predefine their thank you letter codes and build fast and easy selection lists for heads-down transaction entry staff. Additionally, billing schedules have been enhanced so that donors can specify not only the date of future billings but also the specific payment amounts for each billing date.
A key factor in the successful implementation of a CRM strategy involves the definition and execution of workflows throughout the organization. To support this endeavor, Helix is releasing, as part of MIG, workflow definition enhancements to the Plans feature of Andar/360. These enhancements include the ability to define dependencies and actions between tasks so that, for example, a task can only begin either once all tasks in a group are completed, or after any one task in a group completes. Custom decision points can also be defined to direct the workflow towards specific tasks. Other related enhancements include the ability to automatically link tasks, surveys, communications, and prospect touch points. This linking eliminates the need for users to navigate from one area of the software to another. Instead, upon completing a task of a plan, the user can automatically be taken to the appropriate window to complete a survey, a communication entry and/or enter touch points for an account. This sets the stage for additional workflow enhancements to further automate common business processes.
Helix continues to incorporate web technologies into Andar/360. As such, we have included in MIG the ability to display live RSS news feeds on constituent account dashboards. This means that upon viewing an account in Andar/360, users can be presented with a list of news articles live from Google or Yahoo that pertain specifically to the account. This will play an important role in the implementation of CRM.
Helix has also started the implementation of a new, more powerful, filtering feature that can be applied to lists (spreadsheet screens) within Andar. Filtering and sorting preferences will be automatically saved for each list and each user of Andar.
This press release highlights only the most significant of enhancements, the detailed notes accompanying the release offers the complete list. For additional information, please contact Helix at 1-877-479-3780 x303.
About Helix
Helix is a leading provider of cost-effective, enterprise-wide fundraising and community support software to nonprofit organizations and corporate foundations. Drawing on its 15-plus years of service and experience with the nonprofit sector, Helix offers within its Andar/360 product, an integrated suite of functions that addresses various missions of not-for-profit organizations, such as fundraising campaign management, online giving, allocation of funds, outcome measurements, volunteer management, and community services such as Information & Referral (211).
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