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December Traverse City Nonprofit User Group Meeting

Dec 15, 2022, 8:30 – 10:00 PM

We have 3 highlights from the Winter '23 release to go over with you. Some very cool stuff that we can maybe dive into more deeply in a meeting next year. Also, we're going to do a quick recap of the Engagement Score topic from October. It's a fairly simple way to create an at-a-glance score for your people to show you who your best prospects may be. Sort of like "Moneyball" for fundraising!

About this event

We have 3 highlights from the Winter '23 release to go over with you. Some very cool stuff that we can maybe dive into more deeply in a meeting next year. Also, we're going to do a quick recap of the Engagement Score topic from October. It's a fairly simple way to create an at-a-glance score for your people to show you who your best prospects may be. Sort of like "Moneyball" for fundraising!


We'll cover these topics:

Reports & Dashboards; a new visual of report structure

 - A review of where to find this cool new (and helpful) information

Dynamic Forms for Standard Objects

 - Example: only show Volunteer or Donor fields on Contact page if the have data.

Dynamic Related List Filters

 - Example: Have separate lists on Contact for Closed vs Open Opportunities.

Engagement Score 

 - Recap of "Moneyball"

When

When

Thursday, December 15, 2022
8:30 PM – 10:00 PM UTC

Agenda

Welcome & Group Introductions
3 Winter '23 Highlights
Engagement Scores!

Group Leaders

  • Michael Slawnik

    Interlochen Center for the Arts

    Assistant Director of IT - Applications & Developm

  • Amy Martin

    A.Martin

    Senior Cloud Consultant

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