September 24 Release Notes: Analytics, Batch Load, and Media Types Updates
Aegis is happy to announce enhancements to: Analytics Searching – Reports are Searchable! Users can search for an Analytics Report via the Name or Description This includes just searching via the Report Code (i.e. A1018) Analytics Favoriting – Mark a Reports as Favorites! Once Favorited – Report is stored in top level Favorites Folder in […]
August 24 Release Notes: Quick Gift & Latest Updates
Aegis is happy to announce enhancements to: Quick Gift – Record one-off Contribution/Donation Transactions directly in CRM! Available from Donor Locate submodule – Donors Action menu One Time Batch ID is tied to each, separate Donation Transaction QG Batches auto-marked as Closed once Transaction processed Can record CC Transactions but NOT able to process in […]
July 24 Release Notes: Password Reset & Latest CRM Release Notes
Password Reset and more! Password Reset – Easier reset of client passwords and explanation of password criteria. CRM Admin Role – Additional user role enables automatic inheritance of all new features per Aegis Release to designated users. NOTE: Must be submitted to be turned on via […]
March 24 Release Notes: Appeal Permissions & FTP Updates
Three new Exciting Changes to the CRM A new No Rent or Exchange Standard Flag has been added to the Donor’s record for users to leverage. This flag will also be available in Rapid Entry. The FTP button in the Aegis Access menu now enables users to access either ftp.bernard.com OR ftp1.bernard solutions.com – Previously this quick link ONLY provides access to the ftp1 […]