The ROI Revolution Online FlexList feature is an exciting new addition to our database product that lets you take control of your constituent lists in a way you never could before. You can create these lists from a number of places throughout the application.

1. choose the [SAVE FLEXLIST] command at the top of your search results lists
2. choose the [SAVE FLEXLIST] command at the top of most tables that contain
3. constituent information throughout the application — such as the account clean-up functions on the TOOLS tab, the prospecting lists in the MG Console, or pretty much any other list of constituent records.
4. choose the Save the results to a FlexList option when you execute any QTool query.
5. you can even add the members of any account to any existing FlexList from the individual donor view and edit pages, just click the and images at the top of the page.
6. every user also has an automatically-created “recent accounts” list that contains all of the accounts you have worked on recently, kept up-to-date as you work.

When you create a FlexList you can give it a name and a detailed description — so that you can remember what it was. Then the fun begins.

The tools in this section let you go back and manipulate your FlexLists in interesting ways.

1. list maintenance: use this tool to review your lists, change their names and descriptions, delete lists you no longer want, give copies of your lists to your closest friends, and refresh the list by dynamically re-executing whatever command was used to create the list in the first place. (Admins note: There’s a second version of this tool built especially for you, that lets you manipulate FlexLists created by anyone in your organization!)
2. list output: this tool lets you view and export the contents of your lists, and add almost any other database elements to the output listing. You can create as many collections of output fields as you like, name the collections, and easily apply them to other lists you create in the future.
3. combine lists allows you to mix and match.
   1. Add two lists together to create a third, larger list using the “UNION” operator.
   2. Find accounts that any two of your lists have in common by using the “INTERSECTION” operator.
   3. Remove accounts in one list from any of your other lists with the “MINUS” operator.

   You can name and describe each of these new combined lists, and operate on them the same way you can with any other lists.

4. flexload tool: if you’re familiar with our Upload Tool, you’ll see right away what FlexLoad is all about. It gives you the ability to take a list, and apply some common database operations to all of the accounts inside it.
   1. Assign a flag
   2. Write a comment or research note
   3. Create contact history records

   It’s easy for us to write new database operation scripts, so if you don’t what you need, just ask.

Rather than having to go into each individual record one at a time, the Project Wizard allows you the ability to use already existing features of Revolution Online to search for records – and then take action in a systematic way. Read the project wizard white paper:

roi-solutions_project-wizard

 

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.