Revolution Online Features Update

March 2008

Raindrops on roses and whiskers on kittens...

...are just a few of my favorite things.  You can now create and save your Favorite Reports.  When you are looking at any report, simply click the "add to favorites" button.

It will be added to the top of your reports list, with the name you gave it, -- prefilled-in with any report parameters you've chosen. When the dog bites, when the bee stings, when you are feeling sad....just remember your favorite reports....

Direct Connect API 

There's been a lot of chatter on the Internet about API's...and you'll be hearing more from us next month on one that has to do with that whole web syncing issue.  For now, we introduce our Direct Connect API to our pals over at Wealth Engine.  For those ROI clients that use Wealth Engine, ROI now offers a direct connection to Wealth Engine. 

Once in a record, click on the Wealth Engine menu option. It will connect to Wealth Engine directly and display the screening data directly inside your ROI database. 

In addition, you can click on the Wealth Engine Logo in the right hand side and go directly into the record within the Wealth Engine software. (For more information on Wealth Engine and their donor screening services - visit them at www.wealthengine.com).

Disclaimer:  ROI is Vendor Neutral.  If you have a product you'd like us to try and connect to like this, let us know -- we're always up for a good challenge!

Dirty Data 

No one likes dirty data and with spring just around the corner -- we thought we'd highlight our "Clean-up" section just in time for Spring Cleaning!

Go to the Tools Tab.  There you will find several "Clean-up" listings.  When you click on them, the menu will expand and give you a plethora of listings.

Once you select an option, you can view the results online and link to them for correction; and your list is customizable and exportable.

Did You Know? - ROIFlix

If the saying "a picture is worth a thousand words" is true, well then heck...a video is worth -- well, a lot.  In the Online User Help section of the database, go to the "Show Me" section in the Help Contents.  There, you will see a plethora of online video tutorials (more are being added every day!).  Sit back, relax and enjoy the show.