O-matic Newsletter January 2012 - O-matic Software - Forums - General

O-matic Newsletter January 2012

Last Post 17 Jan 2012 01:22 PM by Stephanie Johnson. 0 Replies.

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17 Jan 2012 01:22 PM

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O-matic Software's Raiser's Edge Newsletter

January 2012

We don't make your Blackbaud software, we make it BETTER.

It's whole new year! Make sure you are also sticking to your non-profit's new year resolutions. Maybe this is the year the policy and procedures manual finally gets published? Maybe all that event data from years gone by will be imported after all? Maybe, just maybe, you will have some breathing room.

O-matic has resolved to offer new services to our clients. Personalized training, consulting and remote import services are some of the goodies we have in store for the new year. Stay tuned, this will be an epic year!

O-matic Software Team

Segment-O-Matic 2.0: Beyond RFM

Plan ahead this year! With Segment-O-Matic 2.0 you can segment donors in seconds to see a visual breakdown of your donor activity not just by recency, frequency and monetary values, but also filter by anything you can query on in The Raiser's Edge.

Ever wish you could quickly and easily see who to target for events, special appeals or capital campaigns! Now you can with multi-level hierarchy structuring in Segment-O-Matic 2.0!

This simple to use and easy to understand functionality will make the days of merging queries a thing of the past. Come see the demo...

Find-O-Matic: Search by ANY Field

FINALLY! With this cool new tool from O-matic software, you can now instantly search for records by almost any field in The Raiser's Edge. Even email addresses!!! Inexpensive, simple and easy to use, why not give your RE users a late holiday present? Read more...

Import-O-Matic: new release v 1.9.2

Membership importing (read more below)
Prospect - Financial Information importing
Prospect - Gifts to Other Orgs importing
Automatically skip all rows that require user interaction
Automatically send notification emails once an import completes
Optional module for scheduling imports with Windows Task Scheduler (read more below)

Existing clients may log-in here to get the newest release. We are also making recorded training sessions available soon. Make sure you read all the release notes prior to installing any O-matic Software.

Don't miss out on new releases... subscribe to the IOM Updates forum here by checking the box and you will be notified of new releases!

Moonlighting: Import-O-Matic's new trick

No time to run multiple imports? Not to worry! Import-O-Matic now has the optional ability to schedule imports. IOM can run overnight and email you any data that needs human interaction. Opt to have no user interaction with any import. How can you get that functionality?

Sign your organization up...

Membership: IOM 1.9.2 has that too!

Membership centric? Importing membership information is now available in Import-O-Matic v 1.9.2.

Import new Memberships
Apply new transactions, such as renewals, to existing Memberships
Easily fill in any missing data such as upgrading, making adjustments such as extending the expiration date, or decide if it is a new membership rather than a change to an existing one
Update to default Name on Card information based on RE business rules for new membership cards

e-Learning Coming this April

The O-matic online learning program will be a Web-based resource for new users as well as current users with specific tasks. In-depth, step-by-step videos will provide extended learning opportunities. Stay tuned to hear more!

Understanding Address Processing
Importing Event information
Importing Tributes
Using Master IDs
Much more!

Did you know... O-matic Offers Services in Addition to Software?

Training: group or individual
Remote Staffing: an extra set of hands for that import
Custom Software Solutions: big or small projects

O-matic Software Webinars

Event-O-Matic:
January 24th at 1pm EST. Event-O-Matic is a plug-in that provides advanced event participant management.
PosPay & EFT-O-Matic:
January 26th at 1pm EST. Webinar detailing O-matic's Pos-Pay and EFT add-ons for The Financial Edge
Bill-O-Matic for AR:
January 25th at 1pm EST. Automate your Accounts Receivable process in The Financial Edge

_________________________

Quick Links

Our Website

Products

Support

User Forums
Job Board

Blackbus

FE Only Newsletter

_____________________________

Welcome New O-matic Team Members!

Baird Hall, Sharifa Owens &

Olivia Montgomery

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January's Tip:

Pivot Reports in The Raiser's Edge can be a great tool for analyzing year-end performance. Blackbaud Learn has a great lab recording to learn how. Click here to access!

January's Trick:

In The Raiser's Edge; to access the Open screen when you are currently in a Constituent record, but do not want to close the record you are in, hold down Ctrl + I , this will take you back to the Open screen so you can search and open a second record without closing the first.

Do you have a little known tip or trick? Send it in and if we publish yours we'll reward you with a $5 Starbucks gift card!

The Raiser's Edge® and The Financial Edge™ are registered marks of Blackbaud, Inc.

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