PLATFORM
CareLife Manager Security Role.
What is a Discounted Security Role?
Per hour cost of Professional services.
What is $150?
A tool for adding a new family.
What is the Add/Edit Family tool?
Cost of having a Dev Tier.
What is $386/mo?
Cost of Training Package #2.
What is $3,995?
What is Record Security?
Records changes made on the related records.
What is the Audit Log?
PCO Connect Set-Up Cost.
What is $2950?
Name 3 or the 6 types of Process steps.
What are Get Approval, Assign a Task, Run Procedure, Send an Email, Call Webhook, Send a Text?
Two types of Snapshot Services.
What is Participant and Donor?
Use this tool to remove records from a selection and make a new selection of the removed records, if necessary. Available on the Contacts, Participants, and Donors pages.
What is the Trim Selection Tool?
These include capital campaigns, building funds, year-end giving, and short-term mission trips.
What are Pledge Campaigns?
Three supported file types for importing a batch into the Batch Manager Tool.
What is XML files, bankone.txt, and parishsoft.csv?
Name 3 of the 6 CloudServices applications.
What are: Contact Status Management, Geocoding Utility, Distance & Drive Time Utility, ICS Event Calendar Feed, Background Check Consent PDF Email, Image Resizer?
On the Contacts and Participants page, can be used on a selection of records and updates contact status, participant type, pledges, donor envelopes, subscriptions and more.
What is the Inactivate Tool?
Contains two read-only pages that store all information about volunteer service eligibility.
What is Compliance?
Three types of Giving Band reports.
What is Analysis, Export, and Summary?