The raisers edgei mobile app webinar slides

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The raisers edgei mobile app webinar slides

  1. 1. 6/17/2013 1THE RAISER’S EDGE MOBILE APP(i)
  2. 2. 6/17/2013 2• This session is in listen-only mode.• Please use the Q&A Panel to submit questions.• The best way to hear the audio for this webinar is through your computerspeakers.- Once you join the presentation, a small audio broadcast box will appear onyour screen and you will hear the host through your computer speakers.- If this does not happen automatically, click on the Communicate menu inyour WebEx screen and select Join Audio Broadcast.- If you cannot connect with the audio broadcast via your computer, you canjoin using the teleconference. Use these steps:• Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast.• Get the teleconference number, click on Communicate > Join Teleconference.• Teleconference information:<Insert HERE>HOUSE KEEPING….
  3. 3. 6/17/2013 3Data Portability- Optimized presentation of constituentinformation for smartphone- Up-to-date information for constituentprofiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offlineaccess- Leverage native smartphone functions likeclick-to-call, mapping, email, textEase of Update- Meets users where they are used toworking- Add/edit notes and call reports on theroad—right into the constituent record- Complete your assigned actions and addnew actionsMOBILE FUNCTIONALITY
  4. 4. 6/17/2013 4CONSTITUENT RECORDConstituent Record- Easy to read contact information- Email, call or text right from the constituentrecord- See Details, Giving, Notes, Actions,Relationships
  5. 5. 6/17/2013 5CONSTITUENT RECORD DETAILS
  6. 6. 6/17/2013 6CONSTITUENT GIVING HISTORY
  7. 7. 6/17/2013 7ORGANIZATION RECORD
  8. 8. 6/17/2013 8DASHBOARDSDashboards forquick access togifts and actions
  9. 9. 6/17/2013 9DEMO

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