Under the Help Menu in your Databank, you'll find a newly updated Advocacy manual. This manual covers our email action alert system. For more information on Advocacy, click here.  (Note:  This update applies only to clients who have purchased the Advocacy module.)

Over the past few months, we’ve been rolling out user interface changes to The Databank in installments. To learn more about the first two installments click here and here. The third installment, released May 9, 2010, primarily affects the Edit Member and Member record pages, and any tables linked within a Member record (contact, relationships, custom tables, etc.)

The changes illustrated below are now available in your Databank.

• Edit icons now replace text links previously used for editing.
• Arrows at the top of a record allow you to go to the next, previous, first, or last record in your search selection. 
• To add a record or note, you now click a plus sign icon in the upper right corner of the box.
• Member ID is more prominently displayed.
• Click arrow icon to hide or show a section.
• Click funnel icon to filter a list. 
• As part of the Advanced Relationships power tool, elevated relationships are listed inside the center box.

Relationships Table

• A column with edit icons has been added.
• To edit a relationship, you now click the icon instead of clicking the relationship type.
• A new “Member Role” column has also been added.
• The old “Name/Company” and “Role” columns have been combined, so you can see both members’ roles in a relationship.

Pledges

• A column with edit icons has been added. 
• To edit a pledge, you now click on the icon instead of clicking on the pledge amount. 
• The "PAY" column has been moved from being the leftmost column to being the rightmost column.  You still click on the word PAY to add a pledge payment. 
• To edit the Pledge Payment Schedule, you click the edit icon at the bottom of the schedule.  

Contribution History

• There's a new icon for adding a charge (not a new contribution), in the upper right of the Contribution History list. 

Meeting History

• Meeting notes can now be emailed (like contact notes, contributions, etc.)

Custom Tables

• If you have custom tables, like the one pictured below, you can now more easily navigate between the different records in a table.