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Revolution Online Features Update

April 2008

 

Everywhere You Want To Be.

Time spent monthly processing credit cards the "old fashioned way": Days.

Number of systems needed: Several.

Confidence in prior process integrity:  None.

Processing credit cards directly through Revolution in single process without extra keying and having the funds hit your bank account the same day:  Um...priceless.

Credit Cards

Imagine a world where you didn't need disparate systems for dealing with Credit Card or EFT transactions in multiple locations.  Well, imagine no more.  Today, ROI clients can take advantage of a single entry point Credit Card/EFT Terminal.  Located right in the batch entry screens you've come to know and love, we provide you input screens to transact your credit cards/EFT contributions through Revolution Online.

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This Terminal processes both credit cards (Visa, Master Card, Amex, Discover) and Electronic Funds Transfers (e-checks) directly to your specified bank account(s).  It requires set up with one of our partner companies who will provide you with a Merchant Account.  Once set up, the rest is....just easy.  No more having to key (or upload) this stuff in to separate systems for the transaction and then back into Revolution for receipt processing. 

 

*Contact your ROI Account Manager for more information or for set-up forms.

 

ROI Solutions is certified PCI-Compliant for all card transactions.

From the Client Files.... 

 From the "Great Ideas from our Clients File" we give you the option to customize your display windows for Donations, Contact History, and Donation Summary.  By selecting the Choose Output Columns "thing-a-ma-bob", the available fields (columns) can be checked or unchecked. 

Customize Columns

Once you select which fields you want see (and save your choices) the window will provide a display of the things you want to see.

Columns

And remember, these displays can be changed for Donations, Contact History, and Donation Summary.

Business Rules 

In your client-specific reference tab, you will find an online placeholder for your business rules.  This allows you the ability to store specific notations about business rules as well as attach original documents and specifications for any business rules.

Biz Rules

Did You Know? - Filter the Contact History 

You can filter the display of the contact history.  Simply use the drop down menu option in the Contact Type and select your option.

Contacts Filter

 

 

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