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Revolution Features List

Here are some of the features offered in Revolution Online:

Gift Management

• batching of gifts
• secure credit card and EFT processing — safe, secure and PCI-DSS compliant
• process one-time credit cards as part of batch entry
• assignment of deposit accounts for batches
• in honor of/memory of gifts
• soft credits
• automated acknowledgements

Pledge Processing

• create custom pledge schedules
• automated credit card/EFT processing for pledge sustainer programs
• multiple pledge tracking reports
• errant and duplicate pledge notifications

Constituent Management

• extensive contact history including contact results
• add notes, ticklers and comments to any record
• email comments directly to donor accounts without logging into database
• create automated or manual gift acknowledgements
• add user defined fields to any record
• full auditing of all database changes by date and user
• unlimited relationship links between accounts
• matching gift linking between accounts

Credit Card & EFT Processing

• safe, secure and PCI-DSS compliant credit cards and electronic fund transfer processing
• one-time and scheduled processing

Special Event Management

• set up table and seating assignments
• manually assign event attendance or automate via event/ticket processing
• view past event attendance at individual account level
• print table cards
• print name tags

Major Gift Project Management

• create fundraising projects
• assign tasks to solicitors, follow up through online notifications as well as email notifications via ticklers
• research potential major donors
• conduct donor research

Planned Giving

• create projects to track and schedule contacts and organize research
• manage charitable annuities, bequests and other planned gifts based on your organization's planned giving offerings
• manage a variety of asset types including real estate, life insurance and personal property
• customize your planned giving vehicles as well as the business requirements that are unique to your organization

Data Warehousing

• append data from any source onto a constituent's record
• use Open APIs to merge online data and have a full picture of your constituents
• connect via ROI's API's to Convio, Wealth Engine, Democracy in Action, your Website, or any other database you use

Campaign Management

• easily create and manage campaigns and source codes
• view and export fundraising efforts in a flexible list
• view contact history and summarize gifts at multiple levels of organization (contact type, campaign, promotion, etc.)

Data Integrity

• multiple online tools available to review and clean up data errors
• view and merge duplicate records with the click of a button
• client managed validation codes maintain data integrity

Reporting and SQL Tools

• ad-hoc reporting using our Query Tool
• 130+ reports available
• reports available in multiple output formats such as Excel, Tab, Comma, or PDF
• schedule reports to run in the future using fixed or relative dates
• write, store and schedule SQL queries
• run ad-hoc SQL queries and schedule them to run in the future
• upload files in a variety of different formats
• process uploaded data into database with the click of a button

Administration & Security

• Administer user accounts and manage user specific privileges or groups