September 2016 Release Notes


Virtuous has be updated and is eagerly awaiting a playmate. Check out what's new below, watch the video, and log in to take advantage of these new features!

 

Best Calls to Make Today

  • The Best Calls to Make Today now includes a broader range of data points — Last Note Date, Last Gift Date, Life-to-Date Giving Amount to name a few — helping you get a better view into who the giver is at a glance.

  • We comb through all available giving and social data saved to your giver’s account to assign them a social and financial score. Each giver account is ranked against all other givers in the system.

Gift & Contact Import Tool

  • Tighter integration with GivingFuel’s API integration means cleaner data and more stability around gifts, pledges and recurring gifts.

  • We’ve made a few minor updates to addresses missing data in the UI some users were experiencing from time to time.

Query Builder

  • We’ve made it much much, much, much (is that enough muches?) easier to search using the query builder. You can now type to find the name of the data you want to search on. As you start to type, we’ll filter the list of available fields — sooooo much better than sifting through a list of dozens of fields.

Buckle up! This next one is HUGEMONGOUS!

  • We’re REALLY excited to give you the ability to filter query results based on results from another saved search result set. What does this practically mean to you? For starters, it’ll be helpful for search exclusions (eg: exclude givers from my other search), re-using repetitive searches (eg: limit the results to only major givers), and consistent search criteria across across your team. To use this new feature, just select "Contacts" In (or not In) and select the saved search you want to filter by. Easy-peasy.

Event & Volunteer Management

  • We’ve made a few updates and fixes to better allow you to invite individuals to attend an event or participate as a volunteer.

  • You can now add users as invitees or attendees in bulk via the query builder.

  • Inviting individuals to an event via email has been corrected for the few users that had some trouble since our last release.

Pledges & Recurring Gifts

  • Pledge, recurring gift, pledge balance information, and pledge payment data has been massaged and reworked to give you a clean view into the status of a giver’s pledge.

  • We also squashed a few bugs concerning pledge & recurring giving reports available on  your Dashboard.

A Sneak Peek Into the Future

We’ve been working on a brand new tool to help save you time, build better relationships with supporters, save time, implement fundraising best-practices, save time, and, ultimately, raise more money to accomplish your mission — all while saving you time. Not to mention saving you boatloads of time. Did we mention this new tool will save you time?

Here’s the teeny-tiniest of glimpses into what you can expect to see coming to Virtuous soon.

If you’re interested in participating in our beta release, contact your Virtuous Customer Success Rep or reply to this email and we’ll make sure you get onto the list to see this exclusive new feature.


 

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