Allegiance Live
February 2014

Notes from the Programmers
Volunteer Management System Web Components
The Web components of the Volunteer Management system continue to evolve with each update. In Version 9.0 we added a the ability to create volunteer sign-up and sign-in web pages to recruit volunteers and track their work hours. In Version 9.1 we enhanced the layout and usability of these web pages. In Version 9.2 we plan to add automated reminder and thank you emails, and the ability to update a volunteer account through the Online Personal Interface (OPI) portal.

Volunteer Web Sign-Up Pages
There are two types of Volunteer sign-up web pages: Web Link and Project - Job Link. The Web Link page is intended to be used on your website for volunteers to enter their availability and contact information. The Project - Job Link page is tied to a specific project/event and set of jobs so volunteers can sign up for shifts. Both types of web pages can be set up to send confirmation emails. Just like Web Pledge Pages, questions can be used to gather additional information and submissions go through a transaction bin for review before being imported.

Volunteer Web Register Pages
The Volunteer Web Register Page is used on the day of the event for volunteers to sign in and out. It tracks the hours worked and automatically applies them to the work records on the volunteers' accounts in the database. This web page can be opened on an iPad, tablet, or laptop at your event, and eliminates the need for manually tracking and entering volunteer work hours after the fact.

You must have both the Volunteer Management system and the Web module to use these new features. If you already have both, you can start using these pages today. Contact support if you need help getting started. If you don't have Volunteer Management and/or the Web module, contact Ryan Sunram for a demo.

Keep Up with the Latest Enhancements
Allegiance is adding new features regularly, not just with new products or version releases. These new features are listed in the MSI Update Summaries for each system. These documents can be found on the Documents pages found under Documents + Tutorials in the Client Portal. They are also posted in the Allegiance User Forum. To get automated emails when announcements are posted for any given product, follow the forum called News & Software Updates under that product.

User Forum
Are you taking advantage of our User Forum? If not, you might be missing out on some important information and conversations, video tutorials, recorded webinars, and guides. Sign up at community.allegiancesoftware.com. Please use your full name in your profile since this is a private forum for the Allegiance community.
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Traffic Tech Tip
Affidavit History
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Interested in seeing the complete billing history for a given client? With the Affidavit History feature in the Allegiance Traffic system, you'll be able to view, review and print copies of the past affidavits for any of your clients.
Fundraising Tech Tip
Generating a Campaign Thermometer Widget
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A thermometer is a useful and widely used graphic to show progress during a fundraising drive. They generate excitement and help motivate donors at the same time. You can easily generate a customized thermometer widget that refreshes automatically to display real-time fundraising progress on your website.

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Upcoming Training
Fundraising Webinars Mark the third Tuesday of every month on your calendar now for these great - and FREE - learning and networking opportunities. 

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