Everywhere You Want To Be.

Time spent monthly processing credit cards the “old fashioned way”: Days.
Number of systems needed: Several.
Confidence in prior process integrity: None.
Processing credit cards directly through Revolution in a single process without extra keying and having the funds hit your bank account the same day: Um…priceless.

Imagine a world where you didn’t need disparate systems for dealing with Credit Card or EFT transactions in multiple locations. Well, imagine no more. Today, ROI clients can take advantage of a single entry point Credit Card/EFT Terminal. Located right in the batch entry screens you’ve come to know and love, we provide you input screens to transact your credit cards/EFT contributions through Revolution Online.

This Terminal processes both credit cards (Visa, Master Card, Amex, Discover) and Electronic Funds Transfers (e-checks) directly to your specified bank account(s). It requires set up with one of our partner companies who will provide you with a Merchant Account. Once set up, the rest is….just easy. No more having to key (or upload) this stuff in to separate systems for the transaction and then back into Revolution for receipt processing.

*Contact your ROI Account Manager for more information or for set-up forms.

ROI Solutions is certified PCI-Compliant for all card transactions.

From the Client Files….

From the “Great Ideas from our Clients File” we give you the option to customize your display windows for Donations, Contact History, and Donation Summary. By selecting the Choose Output Columns “thing-a-ma-bob”, the available fields (columns) can be checked or unchecked.

Once you select which fields you want see (and save your choices) the window will provide a display of the things you want to see.

And remember, these displays can be changed for Donations, Contact History, and Donation Summary.

Business Rules

In your client-specific reference tab, you will find an online placeholder for your business rules. This allows you the ability to store specific notations about business rules as well as attach original documents and specifications for any business rules.

Did You Know? – Filter the Contact History

You can filter the display of the contact history. Simply use the drop down menu option in the Contact Type and select your option.

Hey Multi-Taskers!

Did you know that your browser has something kinda cool built in? It’s a feature called “Tabbed Browsing” and it works really nicely with Revolution On-Line.

You know those cute and oh so functional ROI Tabs at the top of your screen…the ones that look like this….

If you right mouse click (if you are using IE7) or simply drag them (if you are using Firefox), you can use the tabbed browser features. This allows you the ability to toggle between screens without loosing your place. Imagine all the work you can get done.

Business Rulz RULE!

Ever wonder what drives your system logic….those “things” that make “things” happen magically behind the scenes? Well, they are your own business rules. You sent them to ROI as programming requests, we implemented them and now they just happen. But what happens if you ever want to refer to them again? We decided to give you a placeholder to store these rules directly online within the Revolution application.

In your Client-specific reference tab, you will find such a placeholder. These have been set up by your system administrator (and ROI Technical Account Manager) and display your organization’s specific business rules.

These allow you to keep specific notations about business rules as well as attach original documents and specifications for any business rules. Also of note: these business rules don’t have to be specific to ROI-related programming. I am seeing many clients use this feature to store all “data related” business rules within the ROI Revolution database. Nice Job!

It’s the Open Batches…

There are two new thoughtful widgets available in a dashboard near you….just in time for the holidays! The intent is to give you a guick glance on the status of your batches (open and unlocked, that is…).

You get to them in the Tools Tab under “Welcome.” Select “Options” and look under the “Counts” section.

Keep in mind, you can also get a listing of any open, unlocked batches through the Tools Tab by filtering on “Only Open Batches” and clicking the “Subscribe to this List” icon. We want you to be in the “know.”

Did You Know?

Ever question the little question mark in the upper right hand corner next to the logout? The one that looks like this….

Well, question no more….because when a Question Comes Along, You Must Click it. Click it Good. (Sorry, I couldn’t resist the Devo here).

This little sassy icon will get you to a full fledged online User Help Menu – and it’s around 300+ pages so we give it to you online (save a tree, please). The User’s Manual is updated long before we roll out new features so rest assured, it’s up to date and good reading!