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Serenic Software's User Education Department introduces Release Notes LIVE!
- a virtual tour of the release notes from 5.00.02 available to all partners and clients.
Serenic Product Managers will conduct live sessions, highlighting the improvements in the
software, showing you how the changes will affect your organization and boost your productivity.
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Upcoming Sessions - Release Notes LIVE!
| Extended Fields and Dimension Attributes |
Mar 31: 1pm - 2:30pm |
| Workflow |
Mar 31: 9am - 11:30am |
| CommunityCare |
Apr 1: 9am - 10am |
| AwardVision |
Apr 7: 9am - 10am |
Apr 9: 11am - 12pm |
All session times are Mountain.
We improved the setup for managing the posting processes and the journal forms
to eliminate consistency, currency, and application errors. The tour will include:
- Various improvements based on field reported issues
- Overview of the new Interfund Setup form
- Processing in different journals to illustrate validation logic
- Application of documents to illustrate the new application logic
| Extended Fields and Dimension Attributes |
Extended Fields was previously a limited release feature. Serenic expanded
Extended Fields to allow you to create new fields on most master records and to
use these fields for filtering. The tour will include:
- Creating Extended Fields and entering values on master records
- Leveraging this feature through new analysis and reporting features
Dimension Attributes is a new feature allowing you to create non-transactional fields to
store information concerning your dimensions. The tour will include:
- Creating and applying Dimension Attributes
- Using the Analysis by Dimension feature with Dimension Attributes
- Allocating costs using Dimension Attributes
With a focus on usability, workflow is now easier and more efficient to use.
The tour will include:
- Improvements to the interface and functionality of rules
- Enhancements to email – including the option to digest notifications
- Enhancements to the Approval Processing form and functionality
The CommunityCare tour will walk you through several improvements to the
product, including:
- Consumer Notes
- Interactions
- Combined usage/workshop data entry
The DonorVision tour will discuss the move of DonorVision into the Serenic object
range and what that means for future enhancements. The tour will also highlight
increased integration between DonorVision and Navigator Financials, to include:
- Foreign Currency in contributions
- Interfund options in DonorVision
- Expansion of Interactions
- Entity Integration, a new and more flexible way to link master records
from different functional areas
AwardVision Basic was enhanced to include the ability to specify matching requirements,
identify sources of matching, and track the balance of required matching. The tour will
include:
- Defining the matching requirements for an award
- Defining sources of matching – cash fund and another award
- Recording matching from defined sources and gifts-in-kind
How to Register:
Email Celeste Bacon
or call 877-737-3642 x108 to register.
Sessions cost is $60 each or $90 for a copy of the presentation.
Sessions will be limited to 25 seats to allow for questions and answers.
SPECIAL OFFER: “buy three and get one free“ Live Meeting seats. Checks or credit cards are accepted.
Serenic charges a processing fee for all credit cards in the amount of 3.5%. Payment
must be made in advance of the scheduled session date.
Serenic will continue to post all release notes and on-line help on the SFTP site. Access to the SFTP site
is at no cost for all clients and partners regardless of attendance.
For access and directions to the SFTP site, click here.