December Traverse City Nonprofit User Group Meeting

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"


Thursday, Dec 15
3:30 PM - 5:00 PM (EST)

Group Leaders

  • Michael Slawnik

    Michael Slawnik

    Interlochen Center for the Arts

    Assistant Director of IT - Applications & Developm

  • Amy Martin

    Amy Martin


    Senior Cloud Consultant

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud