Revolution Online Features Update

May 2007

Hee ha ha haa hee! Ticklers!

OK, ticklers aren't the only neat feature of the new system, but they are pretty cool (not to mention useful).  We thought you'd like some tips on how best to utilize them.

The primary input form is accessed from the Donor View page when you are looking at a donor account:

As illustrated above, if you select "the day after data changes" from the "when" drop down box then you will be prompted to select as many specific criteria as you want.  You will be notified in the method you select (more on that below) the day after the selected data changes (you probably could have guessed that...).

If you need a reminder on a specific day that you have to do something, you can write yourself a note in the "Task Description" box, then choose "once on a specific date," "every day during a date range," "on a specific day every month," or "on a specific day every year," and you will be reminded on the date you enter.

Now, how do you want to be reminded? You've got a couple options... You can choose to have the record highlighted on the search screen on the dates you selected or when the selected criteria change. In addition you can choose to have the system send an email to you and/or a distribution list. The email will tell you the account ID, the condition that occurred, the "Identification" and "Task description" you entered, and the name of the person who created the tickler. It will also contain a hyperlink that lets you click right through to the donor view page for the given donor account (provided that you are logged in).

Ticklers are account specific and you can create as many as you want.  How cool is that!?

Next month, we'll have even more tips about ticklers, so stay tuned!

Searching by Batch ID

From the, "great ideas our clients give us" file: an additional way to filter the batch lists from the Batch Payments and Batch Reversals commands on your Tools tab, seen here:

Now you have the option of selecting "Batch Search" from the drop down menu, like so:

Select "Batch Search" and the "from" and "to" date input fields disappear, and instead you can search for specific batches by batch ID or header.  It looks like this:

The new field can work for you in a number of ways:

• If you enter a number Revolution On-Line will search for that exact number in both the BATCH_ID and BATCH_HEADER. As you know, multiple batches can have the same BATCH_HEADER, so this search might result in multiple rows, depending on how you name your batches.
• If you enter a non-numeric value that contains a wildcard character, as in, %, *, ?, or _, it will return the results of a case-insensitive LIKE search for the given string in the Batch Header Field.
• If you enter a non-numeric value without a wildcard you will get the results from a case-insensitive exact search for the given string in the Batch Header Field.

Try it out!

Speaking of finding what you need... 

4,000 plus entries in a validation table, how are you supposed to find what you are looking for!?  Wouldn't you like to be able to filter validation table lists in Revolution On-Line?

Now you can on all standard code tables.  The new feature looks like this:

You can enter any letters plus any of the wildcard characters referenced above.  Hit enter or click the arrow next to the filter and watch the magic happen.  Presto, there's Ren 3 to low-dollar donors from 1997! Phew...