What's new in resultsplus!
Version 9.5? |
| Version 9 users can Download Version 9.5 Update Now
(200 mb)
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| Accounting Interface |
- Integrate seamlessly with Quickbooks® using this new optional add-on feature *
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| Database Hosting |
- Choose our Hosting Service (PDF) and let Metafile manage your database and the I.T. Contact your salesperson for pricing
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| Donor Cultivation |
- Define cultivation status codes and use complete contact history as a tool for cultivating donors, also known as Moves Management®
- Associate cultivators and objectives with each contact record
- Print or email additional new reports for contacts, solicitors, complete notes history, and your calendar
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| Email Synchronization with Outlook® |
- Synchronize Outlook® emails and appointments using resultsplus!; with this new optional feature *
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| Gifts |
- You can now create your own template to import your online gift files from your 3rd party online gift provider. (Our built-in option still works with the 3rd party vendor BankServ SameDayPay.)
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| Grants |
- Store multiple grant documents and correspondence in the grantor's record
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| Online Donations |
- In Version 9.5 you can design your own template to import your online gift files from an alternate 3rd party online gift provider
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| Planner |
- Print reports on all your schedule tasks in a timeframe, including the new monthly calendar format option
- Add the new option to Synchronize your resultsplus! planner with your Microsoft Outlook® calendar *
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| Query |
- Updated criteria screen streamlines query creation
- New operators include "Is One Of", "Is Not One Of", "Begins With", and "Ends With"
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| Reports |
- Several New reports provide increased tracking of the planner and calendar features, solicitor and cultivation enhancements,
campaign and fund goals, status and success
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| * indicates new optional add-on feature or module |
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What's new in resultsplus!
Version 9? |
| Address |
- Note field for each address allows users to enter brief notes specific to that address
- New fields have been added to store data from NCOA updates
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| Credit Card Processing |
- Streamline your credit card donations
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| Database Platforms |
- Microsoft� SQL Server 2000 (new)
- Sybase SQL Anywhere� 7, 8, 9
- Microsoft� JET
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| Donor Segmentation |
- Segment donors by recency, frequency, and amount of gifts
- Advanced segmentation by gender, marital status, and constituency
- Current segments stored with each mailing, enabling users to get a
full picture of the donor's history
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| Folder Alerts |
- Attach electronic "sticky notes" to folders
- Alert users to crucial aspects of a donor's record
- Provide high visibility for priority information
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| eventsplus! |
- Seat more than one person in a unit at a time
- Seat corporate accounts without needing to know individual attendee names
- Run Event Profile and other new reports
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| Email Enhancements |
- Create, edit and send HTML email
- Embed donor data in email templates
- Send email as plain text or HTML
- Bypass the warning messages when using Microsoft Outlook to send email
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| Mail Merge Wizard Updates |
- All resultsplus! Mail Merge processes have been moved to the Mail Merge Wizard
- Edit document templates from within the wizard
- Create and edit HTML email templates from within the wizard
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| Online Giving |
- Automatically pull in data processed by BankServ�'s SameDayPay� Web site
- Set up default performance codes to use for gifts from your online source
- Automatically update your donor's address information with data received online
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| Required Fields |
- Each site can define its own data entry requirements
- Visual cues call out requirements to users onscreen
- All aspects of resultsplus! (Quick Entry, Import, etc.) are agile enough to respond to the defined requirements
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| Tribute Processing Enhancements
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- Notify only specific persons of specific gifts and pledges
- Change the tribute type for a gift or pledge "on the fly"
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