ROI Releases QTool2…
We’ve introduced a new Query Tool for our users that allows you the ability to create more dynamic and comprehensive queries and outputs through Revolution Online. For more information, please see the Revolution Online Help Menu (and there you will also find an online video tutorial).
In addition to building queries for you, this new Tool offers other features such as:
- Personal “Tool Box” – providing an easier way to save elements or portions of any query for later use and re-use in building additional queries.
- Online summary information – displaying everything from the details of the query itself to when it was last run.
- Online file pick-up or email output with notification.
- Exposed raw SQL statements – providing you the “behind-the-scenes” detail (for those of you who like to “see” the SQL behind the query).
- Enhanced layout and file retrieve functions – giving you more flexibility in your outputs.
- Global “Exclusions” – providing client administrators the ability to set organization-wide exclusions to be applied to all queries.
And all of the features that existed in the Original Query Tool such as Copy to and Sharing Options as well as super fast results.
Just a reminder: This feature is provided to all ROI clients at no additional charge and specialized training is also free. Please contact your ROI Technical Account Manager. (And a special thanks to our Beta-Testers!)
We call them Flex Notes!
When you go to the donor account screen, in the commands section in the top right corner of the window, you will see a new icon that looks like a note tacked to a bulletin board:
Click the “note” icon to open an edit box where you can enter a note for the current donor account.
As you see. you are given the choice to show this note to just yourself, or to everyone in the client domain.
When you are done, click “save” — or click anywhere else on the page to cancel editing.
When you open an account that has a note on it, the donor name at the top of the screen is double-underlined the same way that the list items were underlined, indicating that the account has a note. You can see this indicator from every sub-function on the page, and from both the EDIT and VIEW screens.
In addition, you can manage all Flex Notes through the Tools Folder. There you can also create multiple Flex Notes for several accounts at the same time.
Introducing ROI Analysis
As a ROI client, you know Revolution Online can store as much information as you can gather, no matter what that information is. Having this kind of data warehouse — the ability to access all of your information simultaneously — makes analysis faster, easier, and more comprehensive than ever before.
Toward the goal of helping you understand the health of your file, ROI Solutions has developed a special suite of Client Analysis Reports that gets at the heart of your file – from every angle, encompassing all of the data elements you currently store directly in Revolution Online.
- Campaign, Contact, Contact Type and Demographic Analysis
- Donor File Key Health Analysis
- Loyalty/Retention Analysis
- Donor/Member Reactivation
- Upgrade/Downgrade Analysis
- Giving Summary Analysis
- Lifetime Giving by Acquisition and Source Type Analysis
- Upgrade/Downgrade
- Universe Analysis
And more!
ROI is offering a special one-time full file analysis to you and your organization at no charge. ROI Solutions and its team will provide your organization with a full picture of the health of your file from every angle. Contact your ROI Technical Account Manager for more information.
Did You Know? >>Online Video Tutorials
There’s a slew of online video tutorials located in the Online Help menu.
If you go to the Help Contents to the item called “Show Me” there you will see the video tutorials we’ve created.
Just sit back, relax and enjoy the show!