Features Updates

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…

Make sure I get credit for the donor’s gift

Bridging the gap between accuracy of Major Gift (or Institutional development) reporting and gift entry /…

Help us identify and track the significant moves among all the cultivation actions

The last couple of months have focused on management reporting and progress measures. We’ll have more to…

Big, Significant Digits

At a recent product demo, a client challenged us: what if we ‘hit the jackpot’ and received a single donation…

GDPR Preparedness

Sarah Birnie, Sr. Product Manager About two months ago I attended a GDPR (General Data Protection Regulation)

ROI Solutions University Curriculum

ROI Solutions continues to offer our free, web-based training courses through ROI University to help your

Batch Input and General Ledger

Re-introducing Batch Input & Showing General Ledger in more transaction locations. Once funds get in…