A short show, filmed live that provides updates derived from noteworthy items on the the TMA Resources Connect community site. Content includes news about customers, local user groups, TMA Resources, and highlights upcoming events, blogs and trending discussions relevant to the community.
Maureen Phillips-Houser joins Rob on this week’s episode of Connect Plus to respond to customers’ concerns about changing features. One main concern is how sometimes, when a change is made to one part of the system, it inversely impacts another part of the system. When this occurs, Maureen explains how customers can keep updated on these chances in the customer portal and the release notes.
Ever wonder what happens after you enter a credit card number into Personify? Sheryl Mintz-White of Elavon Merchant Services joins Rob to answer all your burning questions about credit card processing and how credit card numbers are turned into money in your bank account.
After a discussion on the community about Personify notifications, Rob Kaighn details the various ways to set up notifications to best fit your needs. Learn about the alternative notification templates, stored procedures, and more on this week’s episode of Connect Plus.
If you are just getting started with Personify’s Fundraising module, this is a great episode to watch to see how to apply pledges and soft credits. Mike Harvey joins Rob to answer a question from the Connect community site about pledges and soft credits. Plus watch him walk through a more complicated scenario involving pledges.
Learn more about what social media features you can find in Personify. Frank Schneider, Director, Program Management for Product Development joins Rob to discuss new ways you can track social media in Personify. He also shows where you can find the social media controls, how to set up engagement scoring and what components make up the score.