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"
Thursday, December 15, 2022
8:30 PM – 10:00 PM UTC
Welcome & Group Introductions |
3 Winter '23 Highlights |
Engagement Scores! |