Sage Fundraising 50 (formerly MIP Fundraising Paradigm)

Utilizing the Tickler feature

Sage Fundraising 50’s Tickler feature alerts you to upcoming Contact and Proposal items that were linked to your Constituent ID. When setting up the Tickler feature, you link your Sage Fundraising 50 log in to your Constituent ID. Once this feature is set up, the system automatically reminds you via a Tickler screen that appears upon log in. Listed are scheduled Contacts and Proposals along with past due items. The Tickler screen is dynamically built upon the date range that you indicated in User>Options.

The Constituents listed on the Tickler screen are hyperlinked, so you can quickly jump to any record on the list simply by clicking. You can sort Tickler items in ascending or descending order for easy reference. You also have the capability of clicking the print button to print the entire Tickler screen for a hard copy reference tool when not logged. You can even save the Tickler screen as a PDF file by selecting the PDF button within the Print form.

In Sage Fundraising 50 version 6.0 coming this summer, the Tickler functions will be enhanced to interact with MS Outlook.

For information on this and other new features, visit our Knowledgebase at http://sagesoftwareonline.com  and see Article # 151989 on What’s New in Sage Fundraising 50.