Network for Good Community

I invoiced a corporate sponsor on our event page, which created their sponsorship. The sponsor later went online and bought a sponsorship, creating a second active sponsorship for them. I know I cannot delete the one they purchased online, but how can I remove the one I manually entered that was only invoiced? Thanks!

In our database we currently use groups heavily to segment our contacts. We are now looking to transition to using custom fields. We have too many groups and custom fields makes more sense for the information we are tracking. This means that we need to update multiple contacts individual custom field information. I was curious if anyone knows of an easy way to do this in bulk instead of having to individually edit hundreds of contacts. Any help or advice if you have done something similar is appreciated! 

What questions do you have for Network for Good Office Hours on Tuesday July 14th, at 12:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Greetings!Our school is in the implementation stage and we would love to connect with other educational institutions for best practices when using NFG for your orgs.Anyone out there?

Is there a way to move sections such as interactions to appear first when opening a contact record?

How do  you keep track of contacts in NFG that unsubscribe to a text or email or an e-newsletter?

What questions do you have for Network for Good Office Hours on Wednesday June 24th, at 3:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

We use Volunteer Opportunities to track volunteer service hours, but the current setup creates significant reporting challenges.Many of our volunteer opportunities are ongoing, recurring tasks rather than one-time events. However, the system requires every opportunity to have both a start and end date. To keep these ongoing opportunities available, we are forced to assign an arbitrary end date far in the future rather than creating a new opportunity every day.The larger issue arises when attempting to report on volunteer participation and hours.While reports can be filtered by a specific opportunity, the available reports do not provide detailed information such as:Individual volunteer service dates Hours logged for each volunteer Volunteer participation within a selected date range Volunteer skills associated with individual volunteers The ability to export all contacts associated with an opportunity for further analysis in ExcelAs a result, we must manually open each volunteer record

Within the Events Sponsors we need the ability to adjust/enter the qty. they would like to order for sponsorship.We are selling $5 Sponsorship Donations for our “Class Hole Sponsorship Competition” and the min. is $5 but we want our sponsors to click on it and be able to enter a qty. they wish to purchase (ie. Qty 10 = $50 Sponsorship).  Currently it allows you to “Edit” but not actually enter the qty. you want to order.  

What questions do you have for Network for Good Office Hours on Wednesday June 10th, at 3:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

What questions do you have for Network for Good Office Hours on Thursday June 18th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

Has anyone found a good workaround for entering offline auctions?  The Auction process is cumbersome to say the least. I’d like to be able to just enter the auction purchase (item, purchase price, and value) in donor management but would like to categorize it as an auction vs. a donation.  Ideas? Thanks!

When I look in my NFG database at a letter I sent it shows the current date instead of the date I sent it.  Can that be fixed?

When adding a donation, there is a section “OPTIONAL DETAILS” “CAMPAIGN - Select an existing campaign”.  Most of the campaigns listed under this drop down are no longer active and are not tied to our active campaigns, (we currently only have two).  Is there a way to archive these campaigns so they no longer show on the drop down?  TIA for your help!

What questions do you have for Network for Good Office Hours on Wednesday May 27th, at 3:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=210&title=network-for-good-office-hours

What questions do you have for Network for Good Office Hours on Thursday May 21st, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=209&title=network-for-good-office-hours

I am using filters in Network for Good to segment donors into groups by giving level over the last 12 months. I am using “Total household donations over custom date range” and when the list is generated, only one member of the household shows up. Why don’t both members (if applicable) show up on the list? The filter states household donations, so wouldn’t that include the donations for the entire household? I am attempting to capture them as Giving Units and not individuals, since that is how they give, but the other individual is showing up with $0 donated in the same custom date range, even if they were grouped in the household and checked as a co-donor at the time the gift was recorded. Or is there a better way this information could be extracted?

What questions do you have for Network for Good Office Hours on Wednesday May 13th, at 3:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=208&title=network-for-good-office-hours

What questions do you have for Network for Good Office Hours on Thursday May 7th, at 11am ET? Haven’t registered for this Office Hour session yet? You can sign up here: https://community.bonterratech.com/event/show?id=207&title=network-for-good-office-hours

What questions do you have for Network for Good Office Hours on Wednesday April 29th, at 3:30pm ET? Haven’t registered for this Office Hour session yet? You can sign up here:  

This may seem super simple, but if I’ve linked 2 donors together in a household and marked them as co-donors, is there a way to make that retroactive to previous donations? It appears that it only links subsequent donations and there is no way to link the donations that were recorded before the donors were linked together.

I am confused with the data entry template that is required in order for the data entry team to export the information into the Bonterra System. Does anyone have any tips or guidance to make this process smoother?

It would be nice if NFG had an archive feature that could archive donors/contacts.  Currently, we just remove addresses so they never show up in any mailings,. but if would be great to have some kind of an ‘inactive’ feature.  How do others deal with this?

Does anyone have advice on creating filters in NFG for segmenting contacts by level of engagement? For example, high engagement contacts having donated and opened emails recently, middle engagement within the last couple years, and low engagement not donating or opening emails in the last several years. We tried setting up the filters this way and NFG does not seem to be pulling records accurately; wondering if there is something we are missing.

Hi y’all,Does anyone have advice on how to note a stock/securities or DAF gift in the CRM? I don’t see it as an option in the Donation Payment Method field. Are folks just selecting "other” and then making a note in the “Payment Description” or “Donation Notes” fields?Thanks so much!