November 20, 2009

 


i-Attend Updates
We are changing the way i-Attend records transactions. We currently allow you to select what envelope to put transactions in. This envelope also determines the campaign account and master account that will be used for the transactions. In this January’s service pack we’ll introduce the ability to further select whether the transactions should be counted as campaign dollars or not. Completely new transactions are being introduced for non-campaign as well as campaign event dollars.

e-Class Blitz!
Two e-Classes remain:
  • Campaign Structuring
  • How to Generate Thank You Letters (non-MIG customers)
Each one is 2 hours or less...

Read more...


United Way Users Group Conference
By: Wayne Meadows,
Users Group Host City

As you know, the United Way Andar Users Group conference is set to be held on March 1 - 3 in Philadelphia. The committee has been working hard to ensure that this conference is the most helpful and affordable that it can be.

We have been able to sign up a number of sponsors including the IT Collaborative, UPIC, NP&AS, and Adagio Consulting. In addition we have a few other big name sponsors who we will announce later.

Because of these very generous sponsors we are able to offer a discounted conference fee of $220.00 (instead of $370) until the end of November. You will also notice that there are a few additional items available this year. For instance, conference participants can opt to receive a DVD of those sessions they weren't able to attend for $50, there is a Networking Mixer that is available on Tuesday evening for $30, and there is a free happy hour on Monday night sponsored by UPIC.

The schedule of conference sessions will be set in January. Unlike in past years where the committee set the session schedule, we will give everyone who has registered for the conference by the end of December the opportunity to vote on what classes they would like to attend. The class schedule will be set accordingly. What we can tell you now is there will be an average of 48 sessions a day and there will be classes in each of the functional areas (Finance, IT, RD, CI, etc).

To find out more information about the conference please visit the conference website at http://www.UnitedWayITCollaborative.org/andarconference/2010.asp

On that site you will find links to register for the conference, information about booking your hotel, information on visiting Philadelphia, and a password protected attendee's only section.

If you have any questions, please feel free to contact the committee at andar2010@unitedwayitcollaborative.org.


Helix Development Week
December 7-11, 2009

Every year we assemble all of our Customer Service Representatives from across the country into our offices for a week of internal meetings and cross-training sessions. This allows us to discuss better ways to serve our customers, to improve our processes, and to prepare for the coming year. On Thursday, December 10th, our entire staff will be off-site for an all-day meeting.

Our Help Desk will be open as usual except for Thursday, where the Help Desk will be open for emergencies only. We ask that you leave a voice mail message detailing the urgency of your situation. The voice mailbox will be monitored hourly. We apologize for any inconveniences this may cause.


CRM
See how Andar can help you implement a CRM strategy...

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Community Building Packages
We have started enhancements to the Community Building Module to introduce "Packages" that will group various forms for a single submission. This will eliminate most of the menu options required and the sometimes complex web page navigation required by the agencies. The enhancements will also include a redesign of the activities and indicators web pages.

Read project 47854...


Quote of the Week
You never want a serious crisis to go to waste. And what I mean by that is it's an opportunity to do things that you think you could not do before.

Rahm Emanuel, President Obama's Chief of Staff


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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