By Beverly Bain
Today, roundCorner announces the Advancement Connect Winter ‘17 release! We’re so excited to provide you with new features and improvements, so you have the tools to continue to build deeper, more meaningful relationships with your alumni and supporters.
Advancement Connect is the constituent-centered fundraising solution for higher education institutions. It delivers constituent management, online engagement and fundraising, gift and payment processing, events, and reporting in a single solution. Using Advancement Connect, higher education institutions focus more on their mission, raise more funds, and provide the best environment for the next-generation of learners.
Highlights of Winter ‘17 Release
We worked on many new features and improvements that positively impact your users as well as your constituents. Here, we highlight just a few of the features that we think will excite you most.
The Relationship Visualizer enables Prospect Researchers, Gift Officers, and Development Directors to convert data and records into actionable and insightful information. Lists offer valuable information, but are sometimes overwhelming. The Relationship Visualizer offers you an instant view of how a constituent connects to another constituent. Users also see how constituents could potentially impact future engagements by giving you a visual representation of constituents’ networks and potential spheres of influence.
With the Winter ‘17 release, we’ve updated the Relationship Visualizer so that data is visually cleaner and more useful. Until now, the tool showed data related to Giving records for Contacts and Accounts. We’ve filtered out Transaction records to empower you with just the data you need to manage your stewardship and cultivation strategies.
Batch Gift Entry
We understand the importance of efficient gift entry into Advancement Connect and continue to enhance data entry avenues to meet your needs. Now, we offer your Gift Entry team even greater flexibility and performance than before.
Your Gift Entry team can now include more fields in Batch Gift Entry with absolutely no impact on your daily activities from a response perspective. We’ve also improved flexibility in your ability to perform searches while entering data.
Form Builder Improvements
A few customers have recently experienced a tremendous increase in their online constituency. As such, we want to ensure that Advancement Connect supports those needs. The Winter ‘17 release brings significant improvements to Campaign and Online forms, positively impacting System Administrators and Online users.
For example, we reduced the number of page views being requested on our forms by half – in some cases, even more. As a result, the Form Builder is more lightweight and dynamic. Users will also notice faster page load times and significant Salesforce bandwidth savings.
Gift entry staff can now link gifts to planned gifts more efficiently. In this release, when you’re entering a gift that fulfills a planned gift, the dropdown will only show you the planned gifts for the donor record you’re working with.
To enhance the usability, we’ve taken steps to improve daily interaction for your power users. For example, optimized Help text, more accurate error messages, and improvements to Administrative field-level controls. We’ve also made enhancements to the presentation layer by minimizing unused space, and have many more enhancements for you.
Interested to see a live demo of these new features? Reach out to firstname.lastname@example.org and learn more about the Advancement Connect Winter ’17 release.
For more detailed information about the Winter ‘17 release, please refer to the release notes.