Development 3.0 Updates

Discover updates to Development 3.0 here.

July 29, 2020: New Tab for Historical Opportunities to Constituent Records

07/29/2020Ian Drummond
Module: Development 3.0 Effective: July 29, 2020 When you are looking at opportunities, you are likely most interested in current ones, but sometimes historical ones may have a bearing on fundraising decisions. In response to your feedback, w...

May 18, 2020: Gift Entry Updates

05/18/2020Ian Drummond
Module: Development 3.0 Effective:  May 20, 2020 We’re excited to share that we’ve optimized gift entry for schools using Development 3.0. It's coming in two days, so be prepared for a few changes to make your life easier!...

May 13, 2020: Minor Development 3.0 Updates

05/13/2020Ian Drummond
Module: Development 3.0 Effective:  May 13, 2020 There are four updates to Development 3.0: Required Dates on Fundraising Activities (FAs):  All fundraising activities now require a start and end date. For existing FAs that didn&r...

May 6, 2020: New Summary Reports for Development 3

05/05/2020Ian Drummond
Module: Development 3.0 Effective: Wednesday, May 6, 2020 Action Required: None (but if you are on our Development 3 platform, you'll probably want to explore these new summary reports!) Summary An old summary report and a new on...

Mar 6, 2020: New Classifications Tab on Opportunity Records

03/06/2020Ian Drummond
Module: Development 3.0 Effective:  March 6, 2020 Action Required: None We’ve add a Classifications tab to the general opportunity and comprehensive campaign opportunity detail screens. Previously, the development classification i...

Feb 7, 2020: Changes to Target Amounts Now Cascade Correctly

02/07/2020Ian Drummond
Module: Development 3.0 Effective:  February 10, 2020 Action Required: None When you update the target amount on the opportunity record of an annual fund or other campaign, the associated opportunities for the comprehensive campaign did...

Feb 6, 2020: Removing the Focus on Objectives From the Annual Fund Hompepage

02/06/2020Ian Drummond
Module: Development 3.0 Effective:  February 7, 2020 Action Required: None We have received helpful feedback from many of you that objectives are generally not a focus of campaigns that aren't comprehensive, including the annual fun...

Jan 28, 2020: Dev3 Updates

01/28/2020Ian Drummond
Module: Development 3.0 Effective:  January 30, 2020 Action Required: None We have several Dev3 updates for you! We will be making the updates throughout the week. You will notice fields moved around a bit and updated in places, but no ...

Jan 9, 2020: Updates to the My Opportunities Homepage

01/09/2020Ian Drummond
Module: Development 3.0 Effective:  January 9, 2020 Action Required: None We are updating some of the elements on the My Opportunities homepage to better fit your workflows. The Add Note button will move to where the Activity Log bu...

Jan 6, 2020: Several Development 3 Updates

01/06/2020Ian Drummond
Module: Development 3.0 Effective:  January 6, 2019 Action Required: None Summary We have several Development 3.0 updates for you! You can now associate a gift with multiple solicitors.  You can quickly batch add constituen...

Dec 23, 2019: Pipeline Report Fields Updated

12/23/2019Ian Drummond
Module: Development 3.0 Effective:  December 23, 2019 Action Required: None We have updated the query results when drilling into several pipeline reports. Find them on the Annual Fund and Comprehensive Campaign homepages, respectively...

Dec 5, 2019: Giving Amount Calculations on Opportunity Records

12/05/2019Ian Drummond
Module: Development 3.0 Effective:  December 5, 2019 Action Required: None Summary We have made some improvements to giving amount calculations on an opportunity record. Previously, gifts associated with an opportunity were not creat...

Dec 4, 2019: Adding Mail Merge Headers

12/04/2019Ian Drummond
Product: Development Effective:  December 4, 2019 Action Required: None  We have added two new mail merge-related links to the Development: Configuration homepage.  Development: Configuration homepage Use them to...

October 30, 2019: Improvements to "Do Not Solicit" Functionality

10/30/2019Ian Drummond
Product: Development Effective:  October 30, 2019 Action Required: None   Today we have made three key improvements for Do Not Solicit:  We've made it clearer how Do Not Solicit fields pass to Constituent records from ...

Oct 28, 2019: Improvements to Solicitor Functionality

10/28/2019Ian Drummond
Product: Development Effective:  October 28, 2019 Action Required: None  Today we are updating the solicitor fields to be more flexible and clearly labeled in the system. Read on for more details! More Flexible Solicitor Fields...

June 22, 2020: Donations Tab Added to Constituent Records

06/22/2020Ian Drummond
Module: Development 3.0 Effective:  June 22, 2020 We have added a Donations tab to constituent records. Find it in the Gifts section of person, household, and organization constituent detail screens.  An example of the new Donat...

June 11, 2020: New Tab on Annual Fund Detail and a New Section on Constituent Detail

06/11/2020Ian Drummond
Module: Development 3.0 Effective:  June 11, 2020 We have two small updates to share with you: 1. We have added the "By Primary Development Role" query as tab in on the General detail category for all fundraising activities.&n...

June 1, 2020: "From Both" Field is Back on Gifts

06/01/2020Ian Drummond
Module: Development 3.0 Effective: June 1 , 2020 Based on client feedback on our recent Development 3.0 updates, we are adding the "From Both" field back onto gift records. You will find the "From Both" field back on g...

Feb 14, 2020: Adding Tasks to Queries

02/14/2020Ian Drummond
Module: Development 3.0 Effective:  February 14, 2020 Action Required: None We are making a minor update to two queries on the My Opportunities homepage: Adding tasks to the Overdue and Incomplete query. Adding tasks to the Next 14...

Dec 16, 2019: Add an Ad Hoc Solicitor

12/17/2019Ian Drummond
Module: Development 3.0 Effective:  December 16, 2019 Action Required: None We have improved the search feature when adding a solicitor to an opportunity. Previously, you were limited to people who were already solicitors on the oppor...