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December 31, 2014

Update: End of Year Contribution Updates

December 31, 2014

With only a few hours left in 2014, end of year contribution statements and reports are features many will be looking to.  Over the past few weeks we’ve been working hard behind the scenes to add even more functionality to tasks related to the end of the year.  We’ve compiled both the new features and […]

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December 4, 2014

Update: Follow Ups

December 4, 2014

Assign follow ups to staff and volunteers to be sure the right people get contacted at the right time. Follow Ups allow tasks to be assigned to staff or volunteers in relation to a specific person in the database. One of the most common uses for follow ups is for following up with someone who […]

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November 18, 2014

Update: Update People via Excel

November 18, 2014

While updating people via Breeze is helpful for day-to-day use, sometimes you need to make changes to many profiles on multiple fields.  Going to each profile individually to make the change can be time consuming.  This update allows you to download an Excel file of your people and their data, change the data you’d like adjusted, […]

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November 3, 2014

Update: Add Person with Details via Check In

November 3, 2014

When a new person shows up at an event, would you prefer to add more than just their first and last name to the database?  Now you can!  Select nearly any field you have to show up on the add person panel when on the check in page. How do I do this? Head to the […]

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October 31, 2014

Update: Update Profile Pictures via Check In Page

October 31, 2014

Want to quickly get your profile pictures up-to-date?  Now you can simply tap on a person’s picture when checking them in to launch the native camera app on your iOS device.  Snap the picture and you’re done – their profile picture is up-to-date. How do I do this? Open up any check in page and click on […]

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