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THE RAISER’S EDGE MOBILE APP(i)
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• This session is in listen-only mode.
• Please use the Q&A Panel to submit questions.
• The best way to hear the audio for this webinar is through your computer speakers.
- Once you join the presentation, a small audio broadcast box will appear on your screen and you will hear the host through your computer speakers.
- If this does not happen automatically, click on the Communicate menu in your WebEx screen and select Join Audio Broadcast.
- If you cannot connect with the audio broadcast via your computer, you can join using the teleconference. Use these steps:
• Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast.
• Get the teleconference number, click on Communicate > Join Teleconference.
• Teleconference information: <Insert HERE>
HOUSE KEEPING….
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Data Portability- Optimized presentation of constituent
information for smartphone- Up-to-date information for constituent
profiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offline
access - Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update- Meets users where they are used to
working- Add/edit notes and call reports on the road
—right into the constituent record- Complete your assigned actions and add
new actions
MOBILE FUNCTIONALITY
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CONSTITUENT RECORD
Constituent Record- Easy to read contact information- Email, call or text right from the constituent
record- See Details, Giving, Notes, Actions,
Relationships
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CONSTITUENT RECORD DETAILS
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CONSTITUENT GIVING HISTORY
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ORGANIZATION RECORD
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DASHBOARDS
Dashboards for quick access to gifts and actions
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DE MO