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22 January 2016

Soup up your prospect summary screen with simple tweaks

Did you know that, with a few simple tweaks, you can soup up your ClearView CRM prospect summary screen to make your work-life more efficient?

Tweak 1

Soup up your prospect summary screen with simple tweaksPare down tabs. You can easily create new prospect view screens that include only the tabs you want. Consider making a “quick info” screen that has only the Prospect Info, Touches, Memos and Prospect Tags tabs. You can also think about screens that focus on a specific topic. If you often analyze donor giving habits, make a new prospect summary view that includes the Giving Summary, Giving Summary with Soft Credits, Giving Breakdown and Giving Breakdown with Soft Credits tabs.

To make your changes, go into Settings -> Application -> Manage Prospect Summary Views. Once you create a new view, you see the option to switch views in the Prospect Summary View for any donor. There, you can add the tabs you want. You can also set the default view of your choice in Settings.

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15 December 2015

Turning Reports into Dashboard Panels

Are you on a quest for the perfect fundraising dashboard? With ClearView CRM, you have a useful option of adding your own report-based, custom panels to the system’s standard list of dashboard panel choices.

ClearView CRM offers a range of panels already built into its Panel Library, from Action Reminders and Gifts by Geography, to Prospects Added in Past Month and numerous others. As luck (or software developers) would have it, you also can add panels that reflect reports you use frequently but that don’t appear on the built-in panel list. Technically, this is called “rendering” a report in a custom panel.

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20 November 2015

Go mobile on the go

Frontline fundraisers' best friend: ClearView CRM Mobile

If you're a frontline fundraiser who's often on the road, you have a powerful new ally in the mobile version of ClearView CRM, available for iPhones and iPads.

Anyone who spends a lot of time on the go knows that being efficient and effective can be a real challenge. That's why ClearView CRM Mobile helps with the kinds of activities that are keys to fundraising success. With the new mobile app, you can:

  • work with prospects by creating and tracking opportunities, capturing meeting notes with their phones’ voice-text tools and prepping for meetings.
  • stay connected with donors by making calls or emailing directly from the app, updating donor data as soon as they learn new info, and importing donor info to a device contacts file.
  • immediately handle tasks like creating and tracking actions to take, sending notifications to colleagues, and capturing and connecting pictures to donor files.

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22 September 2015

Ready for even more integrations?

ClearView CRM connects with even more software that nonprofits use regularly

New accounting software integration is system’s 14th

The list keeps growing. ClearView CRM from SofTrek Corporation added three more applications with which the system connects. The integrations, which allow the applications to “talk” to ClearView CRM directly, give SofTrek's nonprofit clients the flexibility to build a fundraising software system that exactly meets their organizations’ needs. 

The applications that newly connect with ClearView CRM include peer-to-peer and online event fundraising, in addition to the system’s 14th accounting software integration. They are:

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