December 24 Release Notes: Phone Status Field Creation and Usage
Aegis is happy to announce enhancements to Creating and Using the Phone Status Field! Watch the video below to see how you can set up and use the new Status field to aid in labeling Donor Phone Numbers in the Aegis CRM! https://youtu.be/P5r6k6Shv3M
September 24 Release Notes: Analytics, Batch Load, and Media Types Updates
Aegis is happy to announce enhancements to the following: 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 […]
August 24 Release Notes: Quick Gift & Latest Updates
Aegis is happy to announce enhancements to the following: 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 […]
July 24 Release Notes: Password Reset & Latest CRM Release Notes
Aegis is happy to announce enhancements to the following: 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 […]
May 24 Release Notes: Email Flagging – Label Email with a Status and a Type
Aegis is happy to announce enhancements to the following: Email Status – When added to a Donor’s record, whether via the CRM, Rapid Entry, or an Import, enables users to label that email with a Status designation. Statuses can be Aegis loaded defaults: Good Email, Undeliverable Email, or Opt Out or clients can edit these and/or […]
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 […]