We’ve streamlined the process for adding new NeonCRM system users to enhance security and save time.
System Administrators will no longer have to choose a login and password when creating new system users. Instead, simply enter a name and email address — Neon will automatically send a verification email, prompting the new system user to set up their own login and password.
Here’s a sample verification email that new system users will receive:
System users will now also receive a similar verification email to confirm any future password changes. This will enhance account security and give users warning if their account may have been compromised.
We’ve updated the System Email & Letter Defaults page to make it easier to customize communications with your supporters. As with all of our upcoming interface improvements, the new page follows User Experience design best practices — part of a larger initiative to make all areas of Neon even easier to use.
The new page also includes additional settings to configure the “Pay Later” emails and letters.
Here’s a preview of the new interface:
And here’s what the old page looked like:
For more information about configuring System Emails and Letters Defaults, check out our guide.
Happy (fiscal) new year! As many of us wrap up the fiscal year, the Neon team has been working on improvements to our QuickBooks connection. We’ve made several updates to make sure your accounting and fiscal reporting goes as smoothly as possible — so you can easily tie up any financial loose ends as we wrap up the fiscal year.
Here are some of the updates that you’ll see in your system on Saturday, June 25:
Processing mobile donations? There’s an app for that.
We’ve recently updated the NeonCRM iPhone app to include a powerful new feature — mobile payment processing. Yes, your nonprofit will now be able to enter donations directly from your NeonCRM iPhone app, while you’re on the go! Unlike other nonprofit mobile payment systems, NeonCRM’s mobile donations are made securely via a credit card scan using your phone’s camera — there’s no external hardware required.
This is our second release this month, and it’s a big one. As we approach spring and dive into the nonprofit event season, we wanted to focus making improvements to Neon that will help you promote, manage and follow-up on events more efficiently.
Here are the updates that you’ll see in your system on Saturday, April 30:
It’s been a busy month for us at Neon — we moved into a new office and we’re releasing our second product update this month! But we know that you all have been just as busy, wrapping up loose ends from 2015 and following up on your year-end campaigns. That’s why these new features will help you streamline your work and get your organization off to an efficient start in 2016.
Here are some of the updates you’ll see on Saturday, January 30:
You know what they say: new year, new NeonCRM updates! We’ve been working on some major improvements to help make sure your organization gets off to a great start in 2016.
This release includes significant updates to the NeonCRM iPhone app. If you haven’t checked out the app already, you can download it in the App Store. It’s a great way to engage with constituents, manage accounts, see donations in real time, and review activities — all while you’re on the go. The app connects with the native functionality of iOS, so you can directly call, email or get a map to someone based on their contact information.
Here are some of the updates you’ll see on Saturday, January 9:
‘Tis the giving season, and we’re celebrating by giving you one of our biggest updates of the year. This month’s update is full of new features and improvements that will help you follow up from your year-end appeal effectively, including bulk editing capabilities and powerful analytics.
Here are some of the updates you’ll see on Saturday, December 12:
Bulk data operations
New executive report: “Effectiveness over Time”
Separate system email for organization accounts
New API functionality: Enhanced event capabilities