Nonprofits NYC
Upcoming User Group Meetings
October Meeting
- Deep dive into Campaigns (what are they, how to set them up, advantages and challenges)
- User Showcase
- Tech Soup (What is it and how can it help your nonprofit) Note: This is unconfirmed and may be at the next meeting
Thursday October 1st 8:30-11AM
Resources for Children with Special Needs
116 East 16th Street, 5th Floor (between Irving Pl & E Union Sq)
Union Square, closest subway: N,Q,R,W,L,4,5,6, two blocks east of the 1,2,3, one block east of PATH
Please RSVP to lisa (at) thesolidfoundation (dot) org
November Meeting is NOT in November
Since Dreamforce is coming up, the November meeting will be Friday October 30th
- Conga demonstration
- Nonprofit Coordinating Committee of New York (We've seen their demo of Salesforce and many of our members are their members. What do they do to help nonprofits and why should your nonprofit join?
- Dreamforce: quick tips & highlights for those attending
1350 Broadway, Suite 1801 | New York, NY 10018 (between 35 & 36)
Closest Subway: Herald Square: B,D,F,N,Q,R,V,W, 34th Street Penn Station: 1,2,3
Crystal Reports
Many thanks to Jessie Grenfell for giving us a great demo of Crystal Reports today!
- Crystal Reports allows for post processing of reports
- It makes "pretty" reports, with features such as a different color font based on value, and a formula that creates a phrase with the data, and two data combined in one cell
- Standard report creation wizard, with templates, such as a calendar
- Usability: Many reports can be created by someone with basic skills. others require custom code, which would require a tech person. It is intuitive for Users to access reports
- If there is already a report in Salesforce, you can pull the report as a data source from Salesforce into Crystal Reports
- Tip: Ensure that the information is simple as to avoid problems with reporting in the future
- Users discussed how they would use CR to enhance reporting at their respective organizations. (using different sources to create reports)
It's possible to get Crystal Reports 2008 donated (this comes with the Salesofrce connector), with a $55 administration fee to Tech Soup. The donation allows up to 10 Users (a $3,500 value)
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