With this Daxko Operations release, we are excited to announce an updated workflow for managing pledge schedules in our Fundraising module.
In addition to that, users now have the ability to capture photos on the prospect information page. Plus, we’ll be making minor, “behind-the-scenes” technical updates to the SMS messages we send to aid online account access.
Be sure to read the full details below!
Fundraising Enhancements: Pledge Information & Pledge Schedules
We are excited to share a new look and feel to the way fundraising staff view and manage pledges in Daxko Operations. With this release, we have made improvements to the workflow and navigation across several pages related to viewing and editing pledges on a donor record, all with the purpose of making the most important information more visible and the most common tasks easier to do.
Old Pledge Information
✨ New Pledge Information
Old Edit Pledge Schedule
✨ New Edit Pledge Schedule
This release will be available to all customers in Live Sites on March 15th, 2023. To learn more, check out the user guide here.
📸 Say “Cheese!” Adding Photos for Prospects
When it comes to engaging with your prospects, not only do you need basic contact information, details about prospects’ interests and what membership they’re exploring – you also sometimes need to put a face with a name.
With this release, users can now add photos to prospect profiles. We’re happy to provide this functionality to help you grow your community! This feature will be available for all organizations in Live Sites on March 15, 2023. Check out the user guide here.
Updates to SMS Notifications
In Daxko Operations, we send SMS texts (and optional voice calls) to deliver temporary login codes for members accessing their online account. We will be updating the technology we use to send these messages. While we anticipate no changes to functionality, throughout this process users and members may notice that the login code text messages will be delivered by a different phone number than was used previously. If you have any questions or concerns about this minor update, please don’t hesitate to contact us at support@daxko.com.