Features Updates

ROI Solutions’ Constituent Care Toolset

The Constituent Services component of Revolution Online, a new toolset for interacting with inbound communications…

High Touch Key Performance Indicators (KPI’s)

Looking for metrics to compare how your team of relationship managers is progressing towards their goals?…

“What’s_my_password_again?” – No, that’s not it.

We all have a lot of passwords these days and despite our mnemonic devices sometimes even the best of us forget…

Marketing Automation

Have you heard of Marketing Automation (Engaging Networks’ email automation tool), but aren’t…

Did You Know – Color Coding

There are small but helpful ‘hidden’ features throughout Revolution Online that not all our Users are aware…

Did You Also Know – Swap Codes

What do you do when you have two similar table entries in Revolution Online, and you decide that you want to combine…

Did you Know: The “?” Feature

A few weeks ago, one of our amazing clients asked us whether they could find recent contacts sent to a constituent…

Associate my Mail2DB Note to a Cultivation Activity

This need originated with Amnesty International, USA, who was quite proficient in using Mail2DB whenever…

Let me add, update and close cultivation activity in a single step

Many clients suggested that having pre-defined cultivation activities as reminders are helpful. But often…

Alert me when a planned gift donor has passed away

“Wouldn’t it be nice if I could automatically be notified when a donor or their spouse is marked deceased in the…