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Recent Enhancements


  • State Awards report now has a new featured called "no award" allowing users to search for members who are close to receiving a state awards. 
  • Open Batches report shows users which batches are open in the committee, including all Convio on-line fundraising batches.
  • NAR Import template now allows you to add local board ID for specific transactions.
  • Receipts that have been vetted and transferred will be locked, with the exception of the Purpose, Events, Local Board, and Pledge fields.
  • There is a new field on the receipt that notes the Local Board that is receiving credit for the receipt.
  • QuickEntry will now return city and state when you search for an organization.
  • Record Statistics panel now shows RPAC and President’s Circle totals for the recognition year.
  • Expenditure code option added to Disbursement Import and QuickEntry for disbursements.
  • Local Board field will be added to QuickEntry.