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Help Desk
1-877-479-3780 x314
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March 21, 2008


Major Individual Gifts
Helix recently released the first installment of MIG. Find out more about MIG, view samples, and see what's coming...
click here.


Single Signon or Not?
As some of you may know, you can use Windows Authentication to login to Andar. This means that when you double click the desktop Andar/360 icon, it will not ask you to login (it will automatically use your Windows user id and password to login to Andar ) and it will display the Andar Main Menu immediately.

That's great but what if you want to login with a different user id (such as "Andar")? Simple! Just make a copy of your desktop Andar icon, edit the icon preferences and add "WA=false" (case sensitive) at the end of the target field.

By the way... Andar reads its settings from the "andarparm.txt" file then reads additional setting from the end of the target field. The last value read overrides all previous values. Example: the WA=true is set in the "andarparm.txt" file (probably on your server) but the "WA=false" on the copied desktop icon can override this setting.

Read about single signon.


Patriot Act Compliance
Here are some suggested guidelines:

  • Set Permanently Ineligible code at the Campaign level node in the donor choice structure. Create a new code for "Patriot Act form not received" as the Ineligible reason code.
  • Set up "Eligible Agency" for special federation level accounts such as member agencies, the federation for service categories, etc.
  • When the Patriot Act form is received indicating compliance, set Global Eligibility for the agency as "Eligible Agency" and use "Absolute" which will override the contract parameters. Change the Reason code to None or create a new Reason code such as "Compliance Verified".
  • When the Donor Choice Structure is copied to the following year, also copy the contract parameters. The same special federations will still be Eligible and the other Ineligible.
  • At rollover, do NOT select to rollover the Global Eligibility records because agencies that were previously approved must be certified again.

Additional considerations:

Customers with an e-Community suite license (any web-based module) can take advantage of the web features to reduce paperwork and costs. The agency representative can login and enter their banking information, run reports for payouts, run their Acknowledgments to Agency report, or run their Standard-M Projection Reports. But they can also have a menu item for Documents. Agencies can login and upload their document(s) showing compliance/eligibility. When a new document is attached, an email is automatically sent to a System Preference e-Mail address or someone could be checking for newly attached documents using the "Document Approval" menu option.

From the approved document, use the Folder button to jump to the profile Donor Choice > Global Eligibility Code for this agency account and change update the eligibility code.


CRM Consulting Services
Are you looking to implement CRM but don't know how to start? As you probably know, software is only 20% of the equation. It's 50% about people and 30% about procedures. Helix is offering a two-day onsite CRM Consulting Service where our consultant will review your data policies, procedures and issues. This is a hands-on process consisting of interviews with staff from all departments and an Andar system review. The result is a full report with recommendations on how to streamline your procedures and build better relationships with your constituents.

For additional information, please contact Ed May, toll free, at 1-877-479-3780 x222.


Microsoft Outlook Connector
Helix just released the new Microsoft Outlook Connector Add-in version 1.1. This new version has corrected the pop-up message that appears when responding to calendar item e-mails. This new Add-in needs to be installed on all client workstations.

Download it here...
Also read more...


It's Training Time Again
Yes, it's that time of year again... our schedule is filling up very fast. If you want to schedule training, please book your dates with Ed May, toll free, at 1-877-479-3780 x222.


Quote of the Week
Innovators are inevitably controversial.

Eva Le Gallienne


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 years of service and experience with the nonprofit sector, Helix offers within its “Andar Fundraising Software” an integrated suite of products 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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