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General Questions
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What kind of organizations can use ePhilanthrAppeal?
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Almost any "Nonprofit" can use ePhilanthrAppeal. A representative sample of the
types of organizations that can use ePhilanthrAppeal are: Health Services, Human
Services, Animal Services, Senior Services, Memberships, Associations, Education,
Political, the Arts, and many more.
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What are the system requirements?
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ePhilanthrAppeal is hosted/cloud based so there is nothing to install. All you need
is an Internet connection and a web browser.
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What features are included?
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Unlike most systems, ePhilanthrAppeal includes everything as discribed on our benefits
page. Click here to see benifits.
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How long does it take to implement ePhilanthrAppeal?
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You can be up and running in as few as two or three days after you sign up. ePhilanthrAppeal
does include an import tool allowing for basic constituent demographic data imports.
We also provide a quote for doing data migrations, demographic and financial. We
include two hours of free data migration time.
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How much training do we need?
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ePhilanthrAppeal has been designed with an intuitive interface that most users can
pick up in a few hours with no formal training. We do provide each new user, access
to our online Learning Center where users can search the onlinemanual as well as
view over 40 training videos.
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Do we own our data?
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Yes, and you have access to download to Excel.
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Can I send data to Outlook, QuickBooks and others?
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Yes. ePhilanthrAppeal can send communication reminders to your local Outlook calendar.
Also, you can export data to an Excel or CSV for import into Outlook, Google, or
your accounting General Ledger.
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Can I customize ePhilanthrAppeal for my organization?
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ePhilanthrAppeal includes custom fields, custom values, and as options you can include
customized web pages for your donors to make donations, register for events, pay
and renew memberships, make pledge payments, as well as submit interests in volunteer
opportunities online.
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How does ePhilanthrAppeal handle access when I am out of the office?
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ePhilanthrAppeal's powerful Alert capability can send emails to your iPhone or smartphone
for events where you request this type of notification (e.g. online donations received
or gifts of a predetermined amount are entered). And since ePhilanthrAppeal is available
on the Web, you can log-in with your username and password from any computer with
Internet access.
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What if I need special assistance with converting and importing data?
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While our import tools allow you to load the most common types of demographic data
into ePhilanthrAppeal yourself, we offer services to assist in special conversions
of data, if needed. Please contact sales at sales@fundtracksoftware.com to get a
quote for a special conversion if that is required. Most conversion projects are
quick and inexpensive.
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What is the Implementation Process?
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- Let us know by email that you are ready to get started.
We then send you a link to a secure Box.com folder that will contain your order
form and ACH authorization. You then download these documents, fill them out and
upload them back to the Box.com folder.
- If we will be doing a data migration for you. You upload
to the same secure Box.com folder a sample or complete file of your current data
for review and to allow us to provide you a quote. We need to see how your current
data will map to the ePhilanthrAppeal system.
- Next we create a special data migration process to move
your data into the ePhilanthrAppeal system. This process is created prior to you
starting to use ePhilanthrAppeal. Once this process is complete, we would request
a current file of your current data. This keeps your downtime to a minimum.
- Once your data is migrated (optional), your documents
are processed, and your organization has been added to the ePhilanthrAppeal system,
you will receive a welcome email with login instructions.
- If you will be taking advantage of any of our integrated
online donation/registration/membership or volunteer opportunity pages, we will
work with you to get a merchant account through Global as well as provide you the
custom URL so you can link your donation page to your website.
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