Allegiance Live
May 2013
Notes from the Programmers
Fundraising Version 9.1 is here - at least for some of you! We will be rolling this version out over the next month or so. We've sent an email with a link to download Version 9.1 to about 20 stations and then in about two weeks we'll be sending it to an additional 20 stations. After that it will be released to most other stations. The reason we are rolling this version out in phases is twofold. First, it will reduce the load on support, reducing wait times for regular support calls. Second, if by chance there are some issues that were not identified in beta or our in-house testing, it gives us a chance to fix it before everyone has the new version.

If you have the Web module, you will need to schedule your upgrade with Joni to make sure we have someone available to upgrade your website at the same time you upgrade your database. If you have a combined Traffic and Fundraising database, you will have to wait until Traffic Version 9.1 will be released later this year. If you are not currently on Version 9.0, you will need to upgrade to Version 9.0 before upgrading to Version 9.1. If you need assistance with upgrading to Version 9.0 please contact support.

Auction is all new in Version 9.1! The Fundraising programs were converted to .NET starting in Version 8.6.3 and finished in Version 9.0. Now it is Auction's turn. In Version 9.1, Auction will be 100% .Net. There is a new look and feel similar to the Fundraising system. We hope you like what you see!

There are many enhancements in this release. Many of these enhancements were added in response to client request. Please review the enhancement list here to see a brief description of all the changes.

All of our software update news and release notes are now posted on our new and improved user forum. Be sure to see the article below to learn how you can sign up. Please keep the ideas coming as work on Version 9.2 will be starting soon!

contact us

Traffic Tech Tip
Account Listing Report  
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If you're looking to do a mailing, or otherwise just needing a list of your clients and contacts, the Account Listing is your go-to report. This month, we take a look at the Account Listing report, and how to export your client data for mail merges.

Fundraising Tech Tip
Finding Duplicate Pledges
magnifying glass
Since donors sometimes forget that they've already made a monthly pledge, they call in a new pledge during a fund drive. The Multiple Open Pledges Report will help you find the resulting duplicate pledges so you can prevent duplicate billings and charges to credit cards.


forumNew and Improved User Forum
user forum discussion
We are excited to announce the launch of our all new user forum. It's a private forum, so only Allegiance users will have access.

The new forum is much easier to navigate and is organized by product. Besides sharing ideas with other users and asking questions, you'll be able to access the latest news about software upgrades as well as video tutorials and help articles. Plus there's a search function to help you find what you need.

user forum connect
Connect
Connect with other Fundraising users. Ask
questions, discuss best practice or share ideas!


Q & A
Ask questions about an Allegiance product.
user forum type: Articles
News & Software Updates
Get the latest news, updates and release notes.
user forum type: Articles
Help Articles & Tutorials
Find video tutorials, tips and how-to articles.

Your organization's domain name is already on the "approved" list, so all you need to do is go to community.allegiancesoftware.com, click on Sign Up and register. Since this is a private forum, please use your full name.

See you there!register now

ASU logo
Upcoming Training

Fundraising Immersion Training
Sept. 9-13, 2013

Regional Fundraising Training Summits
June 12-14, 2013 - Florida

Fundraising Webinars
Save the dates for 2013 webinars: the third Tuesday of every month at Noon CT.

Use Allegiance Functions and Segmentation to Show Them You Know Them
June 18 Noon CT

Understanding and Using Function Output Tools
July 16 Noon CT

How to Clean Up Your Data and Keep It That Way
August 20 Noon CT
Customer Support

877-858-7654

For Sales

800-858-7654
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