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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

In addition, admins can now set the search scope (beta) and choose which objects are queried to deliver the search results or utilize the default search profile. The search scopes are assigned by user profile, allowing admins to customize the search experience with business processes and teams in mind. Dynamic Interactions (Pilot).

Chart 101
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Fundraising Apps: 25+ Tools To Help Your Org Raise More

Bloomerang

Constituent search features allow your staff to read up on each individual donor’s profile before going to meetings or events. From here, donors can easily update profile information and payment methods, download end-of-year receipts, and more. This whole online plan is mobile-optimized so that you can read the toolkit on the go.

Org 80
professionals

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What to Expect from the Summer ’21 Release

Cloud 4 Good

The chart displays the User License by Profile, which will inform whether the organization will need to purchase additional licenses and/or if there may be users who are assigned licenses, permission set licenses, or feature licenses that they no longer need. Profile, Ownership, Group, Sharing Rule), and the record access.

License 110
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Org Charts: Social Networking for the At-Work Set

Museum 2.0

One wall was plastered with staff "profiles"--but they comprised more than just a name, title, and phone extension. Org charts, like maps, aren't given the attention they should be, especially in large institutions. Org charts are not just about putting people in their place. I was captivated. Who's an excel maven?

Chart 20
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Nonprofit Web Design Process Part 2c: Card Sorts

Connection Cafe

Some indicators that a card sort test is a good activity for a design project include: A website that is structured according to the org chart so that each department has their own section. We have done this in-person as part of stakeholder discovery and have also done them remotely, with end-users, as a user research activity.

Design 36
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Building your Donor base on Facebook - The Nature Conservancy's experience.

Michael Stein's Non-profit Technology Blog

They did this by creating a Cause and a Fan Page for the org, and by forming a relationship with an ecology oriented game on Facebook, (lil) Green Patch. Clicking on their name of the amount that they've donated yields a graphical chart containing the people that they've recruited and/or recent donations that they've made.

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Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

The Sarbanes-Oxley Act of 2002 was a direct result of several high-profile accounting scandals of the late 1990s and early 2000s, causing Congress to tighten auditing and public disclosure regulations. Increased privacy laws such as FERPA and HIPPA also made their way into law.