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 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: