altus alliance 2016 - what's new in donor engage

ALTUS ALLIANCE 2016

What’s New and Coming Up in Donor Engage

Your PresenterChris Carre• Role• Business Development Executive • Responsible for Dynamics CRM and

Dynamics NAV discussions

Expansion of Dynamics CRM• Dynamics CRM Managed Solution • Layer of information tied to Contact Record• Reduces overlap of forms • Allows organizations to maintain configurations

• Unlimited Users, Donors, and Donations • No pricing tiers or contact limits • No per user pricing

• No Percentage taken from Donations

A Big Year in 2015• Compatibility with Microsoft CRM Online Update• Update 1 release required modification

• Menu User Interface• Form Layouts• JavaScript Update

• Year End Receipting• User Guide Documentation under progress by Krista Faw

• Split Donation Functionality• Tribute and Memoriam Functionality

A Bigger Year in 2016• Payment Gateway Integration• Currently under development by Dennis• iATS Payment Gateway

• Terminology and Menu Update• Pledge, Payment, Receipt

• Solution Clean-Up • Minimize number of solutions• Increase simplicity in updates and implementation

ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.

ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.

ALTUS ALLIANCE 2016Submit your evaluations to win!

Thanks for coming!@altusdynamics

altusdynamics.comlinkedin.com/company/altus-dynamics