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Friday Morning
Coffee Break

Book Of The Month:
The Good Corporate Citizen
May 23, 2008

Standard-M
Are you dreading having to manually calculate processing and fundraising fees to be Standard-M compliant? Even if you have only one company campaign involving multiple United Ways, you still have to be compliant! Andar/360's Standard-M module will do the calculations for you and prepare the reports you need to conform to the Standard. Whether you are a processor or a recipient of pre-processed gifts from another United Way, the Standard-M module will do the dirty work for you.

Read more...

Microsoft Outlook Connector
Many large nonprofit organizations are plagued with brick walls between staff members and departments. Critical donor communications (e-mails) are kept private by each staff member... Each staff member has their own contact lists with telephone and address information that is different from the central database...

End the chaos! MSOutlook Connector tears down the silos. Now building strong donor relationships through a collaborative effort is a reality.

Read more...
Watch the video...

Loyal Contributors
Many of you want to store the year that donors first gave. This is best stored as a date under the attributes tab of the donor's account. To ensure that everyone codes this the same way, the next patch of Andar (to be released next week) will include a new system-provided "Loyal Contributor" date type that everyone can use. The age will also be added to the table listing all dates so you'll be able to add it to your dashboards to quickly see the number of years the donor has been giving.

Read Project 40901.

Default Tab
Did you know you can right-click on any tab of an account to make it the default so that the next time you open an account, that tab will be shown first? Similarly, you can also setup a default sub-tab for each tab.

Read more...
and more...

Enhancement Requests
Customers often request price quotes for custom enhancements to Andar. These are always prepared as a fixed price and not an estimate. In order for us to guarantee the price, we need to understand the requirements and the extent of the changes that will be required. This can take a considerable amount of time (often days) to just prepare the quote. We have found that 90% of the quotes requested never get approved by the customer.

We have therefore decided to change our enhancement request procedure to include a two-step quoting process. Starting now, we will first prepare a very rough, free estimate which we will e-mail to the customer. Should the customer wish to proceed with a fixed price quote but fail to approve it, a small fee will be charged for the preparation of the quote. If the quote is approved, the fee will be waived.

Quote of the Week
Small deeds done are better than great deeds planned.

Peter Marshall

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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