AdvantageNFP Fundraiser as a Document Management System
Why use a Document Management System?
Cutting down on paper, printing and storage will save your not for profit organisation both time and money. To help you become a paperless office, AdvantageNFP Fundraiser and AdvantageNFP CRM offers powerful and simple document control all for FREE!
How can AdvantageNFP Fundraiser and AdvantageNFP CRM help?
Document management systems give you the tools to manage, amend and share the important supporter documents stored in your filing cabinets. Electronic document management can easily organise your office.
Both AdvantageNFP Fundraiser and AdvantageNFP
CRM can be used as a comprehensive Document Management System, using features
that are built into the core system and included in core costs.
Our Document Management System features include the ability to store links to scanned documents, such as press clippings, reports, biographies etc. against a contact’s record. These documents can then be viewed by authorised users and are accessed directly from the contact’s 360o view. In other words, all documents can be stored and easily found and opened from with the CRM and Fundraising database. When the document is a communication, for example an email, letter, text or recorded call, then the user generating or receiving the communication is prompted to store it against the contact’s communication folder. This is again accessible from the contact’s 360o view and these documents, even emails, texts and recorded calls, can be opened and reviewed by any user with the appropriate permissions.
Benefits of an integrated Document Management System within AdvantageNFP CRM and AdvantageNFP Fundraiser include the peace of mind that all communications are logged and the reduction in staff time both in indexing and then in searching for documents within the database. Filing is arguably nobody’s favourite activity and the frustration of searching high and low for missing documents is never fun. Our AdvantageNFP CRM and AdvantageNFP Fundraiser products incorporate functionality, that is fully included within our core costs, that automates and streamlines both these activities, with an assurance that no documents get missed or lost.
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