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 submitted to be turned on via Support tix.
Custom Flags – Easier viewing of a Donor’s Custom Flags from the right-hand Details section.
NOTE: Must be submitted to be turned on via Support tix.
Rapid Entry Address Verification – Clear indicators of the criteria needed for Address verification for Zip + Primary Address or Primary Address + City + State.
Rapid Entry Pledge Recording – The automatic entry of designate Pledge to the New Pledge Record.
NOTE: Must be submitted to be turned on via Support tix.
LETS LEARN!!!
Click on the Video link below to explore all the new features: