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Friday Morning
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Real Bedard's Blog

Book Of The Month:
Not-for-Profit Accounting Made Easy

April 18, 2008

Microsoft Outlook Connector

A new version of the Microsoft Outlook Add-In for MSOutlook Connector will be released in May to support Terminal Server (Multi-Win) operations. With Microsoft Outlook Connector you can automatically track Outlook e-mails in Andar as communications and attach all relevant Andar accounts to each communication.

Read more about MSOutlook Connector...

Coming Next Month

Some new functions are being released in service pack 2008.02 for the MIG module.

First, we are adding a new function to automatically prorate a payment to multiple pledge types over multiple campaigns. Often a company will pay all their various corporate pledges and employee pledges in one check. Andar will now list all possible pledges to pay and automatically distribute the payment amongst them.

Read project 39665.

Also, MIG users will be able to specify an unlimited number of predefined payment dates in a billing schedule. This will allow a gift to be paid over multiple years. Later this year, we will also allow each scheduled payment to include an amount. This means that large givers will be able to specify the date and amount of each of their payments.

Read project 39668.

We will be adding a new web option that will allow employees to pledge as individuals once the employee campaign is over.

Read project 38684.

Updated Online Help

We have recently posted updated documentation in a number of areas.

The Community Building Guide (Andar 2008.01)
e-Community Building: System Administration and Web Design Guide (e-Community 08.01)
e-Pledge System Administration and Web Design Guide (e-Community 08.01)
How to Track Patriot Act Compliance in Andar and e-Community (Andar 2008.01)
How to Set Up the Tax Receipts Web Pages (Andar 2008.01)
A Complete List of Web Notes in e-Community and Default Texts for the Web Notes (e-Community 08.01)
Transaction Types (Andar 2008.01)

CRM Consulting Services

CRM depends on good quality data and the right procedures to ensure that it stays that way. 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.

New MIG Presentation

We are taking Andar to the next level... In recent years we have introduced many new technologies such as dashboards to customize your views of accounts, i-Access to view dashboards on the Internet, stylesheets to prettify web pages and Data Policy Manager that now includes a WYSIWYG editor. With the new MIG module, we have combined these technologies to allow you to print dashboards and bio tabs in full color. We are also introducing new features to help you build stronger relationships.

Find out more by viewing our presentation.

View presentation...

Recommended Data Standards

We have posted our first version of our Recommended Data Standards document on our support center home page under the "Online Help and Documentation" heading.

Just For Fun

I cdnuolt blveiee taht I cluod aulaclty uesdnatnrd waht I was rdanieg. The phaonmneal pweor of the hmuan mnid! Aoccdrnig to rscheearch taem at Cmabrigde Uinervtisy, it deosn't mttaer in waht oredr the ltteers in a wrod are, the olny iprmoatnt tihng is taht the frist and lsat ltteer be in the rghit pclae. The rset can be a taotl mses and you can sitll raed it wouthit a porbelm. Tihs is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the wrod as a wlohe. Scuh a cdonition is arppoiately cllaed Typoglycemia.

Amzanig huh? Yaeh and yuo awlyas thought slpeling was ipmorantt.

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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