For those of you in the not-for-profit space, this is the event for you! We'll dive into the Not for Profit Success Pack (NPSP) and shine a light on applications that would be useful for any NFP. Even though the use cases will have a NFP focus, there are plenty more for non-NPSP users.
About this event
For those of you in the not-for-profit space, this is the event for you! We'll dive into the Not for Profit Success Pack (NPSP) and shine a light on applications that would be useful for any NFP. Even though the use cases will have a NFP focus, there are plenty more for non-NPSP users.
Enjoy some refreshments and catch up with other members.
WELCOME AND INTRODUCTION
Welcoming all present and introducing our key note speaker, Jeff Challis.
OPTIMISING YOUR FUNDRAISING EFFORTS: JEFF CHALLIS
Rene will show you a way to create Contact List Views of contacts that are affiliated with a given account using an application called Declarative Rollups for Lookups.
WHAT ARE THE NEW FEATURES IN FY19 NPSP: GEOVANNA EVANGELISTA
Todays demo will provide an overview of how a NFP organisation can quickly, simply and securely setup an online donation page, how they can then take payments and de-dupe with existing Salesforce contacts, produce receipts and provide a solid platform for other fundraising initiatives. As a bonus, Jeff will also talk about a new free app developed by AAkonsult, Campaign Status. It helps overcome some annoyances that many users have with the way standard Salesforce works with the Campaign Status’s.
A COOL TRICK WITH AFFILIATIONS: IRENE SUTHERLAND
Time for questions and answers followed by announcements. Stay with us then for more refreshments and networking.
