NeonCRM Theme Update

We’re excited to announce that we are enhancing the default Neon theme! After years of the existing theme, we’re changing up the look and feel of Neon — based on client feedback and user experience (UX) standards.

Here’s a preview of what the new menu will look like:

And what it looked like before:

Exciting, right? Here’s how we worked to create this new theme:

  • Client choice. Of the Neon theme options, the Water theme is the most popular — chosen by about 85% of theme users. When designing the new default theme, we wanted to create something that looked like what most of our users had already chosen.
  • UX design updates. Like our ongoing UX updates across all areas of Neon, our main priority with the theme update was to make it easier to use. We’ve accomplished that by increasing contrast, making the font larger, and streamlining the top menu to make more space for the main page content. This is a big first step in modernizing and streamlining all Neon pages.
  • Neon branding. Finally, the theme update will help align the NeonCRM interface with standard Neon branding. This means the interface itself will have the look and feel you’ve gotten to know from our website, newsletter, and support center — hopefully making things more consistent and easier to use!

From a functionality standpoint, the new theme should work almost exactly the same. The only small change to navigation is the Advanced Search option — that will now pop up as an option when typing in the search bar.

Here are some additional improvements:

  • When the sidebar is expanded, the “Menu” tab only displays when you hover over the sidebar.
  • The “Menu” tab scrolls with you so that the user can expand or collapse the menu tab without scrolling back to the top of the page.

With this update to the default theme, users will no longer be able to choose alternative themes. Why? For each different theme option, our developers have to duplicate their work to accommodate for the different colors of each theme. Standardizing to one single theme will allow us to update the rest of the system faster and focus on building even more new features and improvements for you!

We’re so excited to share this new theme update with you, and we hope it makes using Neon easier for you! You can expect to see the new theme in Neon starting on Saturday, February 11. As always, let us know any comments, questions, or concerns.

Verification Email for new System Users

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’re confident that this new process will help save you time and keep your data secure. For more information about adding system users, check out our guide on the new process.

Improved System Email & Letter Defaults page

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.


quickbooks integration neoncrm

June 2016: QuickBooks Integration Improvements

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:

  • QuickBooks integration improvements
  • Favorite accounts
  • Duplicate Manager enhancements


mobile donations update

NeonCRM iPhone App: Now Accepting Mobile Donations

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.

mobile donation gif (more…)

social fundraising teams

April 2016: Social Fundraising Teams

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:

  • Social fundraising teams
  • Improved transaction fraud protection
  • Batch donation totals
  • Membership directory search enhancements
  • Auto-prompt pledge entry
  • Expanded event attendee fields
  • Added contact options for system emails


group ticketing

April 2016: Group Ticketing (finally!)

It’s finally happening — Neon is adding functionality for group ticketing! We’ve also made updates to event registration forms, sequential emails and more that you’ll love.

Here are the updates that were released on Saturday, April 4:

  • Event ticket enhancements
  • System customization options
  • Increased control over sequential emails
  • Added information and criteria to accounts reports


March 2016: New Accounts Interface

The Neon product development team has been hard at work this month, and we’re finally ready to release one of our biggest updates yet: a full redesign of our accounts pages.

The new interface is more user-friendly and customizable, and we’re confident that every client will love the new look.

Here are the updates you can expect to see in your system on Saturday, March 5:

  • Updated accounts interface
  • Customize Hide/Show Fields
  • Auto-search
  • New sticky notes
  • Security update


social media sharing

January 2016: Social Media Sharing and System Letter Updates

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:

  • Streamlined configuration of system letters
  • Social media share buttons after donations/events
  • Customizable recurring donation intervals


January 2016: Mobile App Improvements and Custom Membership Directories

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:

  • Manage activities in mobile app
  • New embeddable campaign progress widget
  • More customizable membership directories