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Notes from the Programmers
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Call Center API
Allegiance has created a call center application programming interface (API) that allows the call center to utilize their own software to enter your pledges. Simply tell the call center the web page definition name and the call center is able to get all the page details (premiums, survey questions, modes of payments, and many other parameters) through the web API. As the pledges come in, they are added directly to your web verification bin in real time. You no longer will have to get a file from the call center and import it through the Import Pledges function of the EDT module. The Donation Tracker, Campaign Page and inventory will all be updated in real time.
This interface is currently being beta tested with ACD Direct, but we expect more telemarketers and call centers will also want to use this API. It does require some programming on their side to use this API. If you think your call center would be interested in using this API, have them contact Ryan Sunram to request specifications for the API.
If you are already using ACD and have the Allegiance Web Module, and you want to take advantage of this new interface, just give Ryan a call to get on the list. Then we will be able to get you set up to start using it after beta testing is complete.
Sage Account Updater
Sage Payment Solutions has been working hard on a new service that will update card numbers and expiration dates stored within their vault. Allegiance will be able access that updated information and update the donor's records within Allegiance. This will save you a lot of time trying to get updated card information and will also prevent lost revenue from expired cards. Sage is beta testing this new service and anticipates releasing it to our clients in the first quarter of 2014. Watch for Version Release notes and updates on the User Forum for information on when this will be available to you.
Another note about Sage Exchange, you now have the ability to add your logo to the Sage Exchange page so your donors won't be confused when they are redirected to the page to enter their credit card number. Read more about new styling available for the Sage Exchange page in the bullet list below. Please contact support to request an App Code and get the logo specifications required.
Version 9.1
Just because we released Version 9.1 in May doesn't mean we have stopped improving it. We have been continuing to add enhancements that have been requested by you, our users. Please make sure you are reviewing the MSI Update Summaries within the News & Software Updates area of our User Forum for a complete list of enhancements and fixes. Here are just a few of the enhancements you can look forward to seeing in the next update:
- Added the ability to add an image once and attach to multiple people on a Major Gift Account
- Added an Dock/Undock feature to the Major Gift Notes area
- Added the ability to copy a task from the task list. This will allow you to create a duplicate task to assign to a second Major Gifts Officer.
- Added the ability to make global changes on a list of major gift accounts. You have the ability to change the Status, Club, and Level globally.
- Added a save and no exit button to the Major Gifts Task area. This will allow you to create the task, save it without exiting, and then modify the letter right way without having to go into the account to make this change.
- Added the ability to open a Major Gift account from the donor's membership account.
- Added the ability to attach an activity directly to a volunteer work record.
- Added the ability to add additional text to your tax receipt forms by using a comment record.
- Added the ability to add some styling to the Sage Exchange credit card page.
- Enhanced the Possible Duplicate Account and Possible Duplicate People functions by adding the ability to merge accounts/people right from the report list.
- Added more fields for downloading.
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Fundraising Tech TipSaving and Retrieving Segmentation and Download Sets
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Don't misplace all of the work you've done creating that perfect report - save your segmentation and download sets and use them again!
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Traffic Tech Tip Billing Dates
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Wondering how the system keeps track of broadcast month dates vs. calendar month dates? The Billing Dates feature stores this data, and more.
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User Forum
Join the Allegiance Community
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Exchange ideas, find out about the latest releases, watch webinars and tip videos, and help us build a better system.
Join the conversation at
Since this is a private forum for the Allegiance community, please use your full name.See you there!  |
