Fonteva Item Record Published: October 8, 2021Last Updated: May 31, 2022Author: Katie JonesCategory: Fonteva, WebinarsTags: Associations, Finance Now that we are comfortable with business groups, we turn our attention to item records. Access the Entire Fonteva Finance…
On-Demand Webinar: Get Ready to Move…Your Data Published: September 17, 2021Last Updated: May 31, 2022Author: Jenifer AlonzoCategory: Salesforce, WebinarsTags: Data, Data Migration Webinar Details What’s the worst part of moving to a new house? If you answered packing, you are definitely not…
Fonteva Business Group Record Published: August 31, 2021Last Updated: September 16, 2022Author: Katie JonesCategory: Fonteva, WebinarsTags: Associations, Finance, Fonteva The Business Group record is where it all begins. It’s the definition of the financial organizations you are managing in…
Navigating the Fonteva Finance App Published: August 2, 2021Last Updated: May 31, 2022Author: Katie JonesCategory: Fonteva, WebinarsTags: Associations, Finance Welcome to Fíonta Sessions: Fonteva Finance! In this first blog post, we’ll get acquainted with the Salesforce platform on which…
Fíonta Sessions: Fonteva Finance Published: August 2, 2021Last Updated: May 31, 2022Author: Katie JonesCategory: Fonteva, WebinarsTags: Associations, Finance Are you a member of an association Finance team that uses or is moving to the Fonteva Association Management System…
On-Demand Webinar: Leaving Luminate CRM: Considerations for Nonprofit Leaders Published: June 29, 2021Last Updated: June 13, 2022Author: Erika May McNicholCategory: WebinarsTags: LCRM, Nonprofits, Raiser's Edge We all know Luminate CRM (LCRM) is reaching its end-of-life in June 2022. But what does that actually mean for…