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Last month, we focused on sales orders and sales order lines. After we finished that, I realized I really needed to throw in a bonus blog post about Receipts and Receipt lines. Receipts and receipt lines are critical records in Fonteva as they closely relate to payment and refund tracking. When a payment is made, […]

Wow. I can’t believe it’s already November 2021. Thanksgiving is right around the corner, and we are going to be visiting my in-laws in Maryland. I’ll be spending the week catching up with my nephews and family I haven’t seen in months and enjoying a few days off. In this month’s email, I’ve focused on […]

A multi-year, Fonteva Services Partner, Fíonta was thrilled to be recognized as Partner of the Year and to be recognized amongst other esteemed organizations for our dedication to the Fonteva platform and our shared clients. We were pleased to lead four presentations and a live demo during the annual Fonteva Users Network Conference, FUNcon. See […]

Fíonta is pleased to partner with Form Assembly on this informative and delicious end-of-year webinar! Full information and registration link can be found on the Form Assembly website. From Form Assembly: Data is your organization’s most valuable asset, so if you’re not following data collection best practices, your organization could be missing out on a […]

Now that we are comfortable with business groups and items, we turn our attention to sales orders and sales order line records. Access the entire Fonteva finance app series Every transaction in Fonteva starts with a sales order. As new information is provided, sales orders may be converted to invoices (2019-R1 or earlier) or invoice […]

Hassan, you’re an “oldie” here at Fíonta – you were hired in 2015! Tell me about how you came on board. I can’t believe it’s been that long! Lots of great memories. It all started with Deborah. We worked together for about a year at my previous employer. She told me Fíonta (back then Confluence) […]

Never has a Giving Tuesday had a more primed audience. Last year, despite the economic disruption caused by the pandemic, the number of Giving Tuesday donors increased by 29% over 2019, and donations increased by 25%. According to the M+R Annual Benchmarks Report, most email metrics, including open rates, click-through rates, response rates, and page completion […]

Happy October! Our Pumpkins have been carved, and the wood stove is already going. This year has flown by for me, and we will have snow on the ground before you know it. In this month’s email, I’ll do a brief recap of Dreamforce and Salesforce.org’s Week of Learning, provide a critical update on Salesforce […]

When you think of account management, you might think of it as a synonym for “sales.” (If you’ve seen Mad Men, you might also imagine all account managers are Pete Campbell or Ken Cosgrove: bullies with no soul and generally not good people.)  At Fíonta, we take a different approach to account management by embedding it directly […]

Fall is officially here in the North East. We’ve broken out the rakes for fallen leaves, switched off our air conditioners, and started breaking out our warmer sweaters. Fall is my favorite season, especially after spending years in the DC area, where summers are, for me, unbearably hot.  Below I’ll outline several new developments in […]