New features - Version 5.0.21 

00:00: Discover what's new in version 5021 of proton Webb.

00:04: This version allows you to optimize your dashboards automate, your electronic receipts,

00:09: and take advantage of new features to better track your donors.

00:15: first, discover the improvements made to the dashboard and its widgets

00:20: By default, My Dashboard contains four essential widgets.

00:26: They provide a clear, and quick view of your key performance indicators.

00:31: You can also create additional dashboards, and configure them according to your needs.

00:37: For example, a dashboard dedicated to tracking major donors, or another one for managing your major events.

00:44: New interactions with widgets have been implemented.

00:48: And of course, they are fully customizable.

01:01: Let's now go a bit further in analyzing your data. In the client section.

01:21: RFM is presented as a score from one to five, where 5 represents the highest value.

01:28: This evaluation is calculated based on your own database.

01:33: For example, a score of 5 for monetary value, corresponds to the top 20% of the owner, with the highest contributions.

01:43: It is therefore not a fixed threshold, or arbitrary amount, but rather a ranking relative to your home data.

01:50: Inside of a client file, a visual representation of the RFM score, is present in the key information section of the client record.

02:01: Another new feature is the artificial intelligence that generates... As soon as

02:06: you open the record, artificial intelligence automatically generates a client summary.

02:12: At a glance, you'll get a clear, and structured overview of their profile.

02:19: Let's move on to another improvement, that simplifies your daily management.

02:25: It is now possible to generate, and send your electronic receipts fully automatically.

02:30: From the gear icon located in the top right corner, you can enable and disable the feature, with a single click.

02:38: You can also define a delay, the number of days to wait after the transaction are deposited, before sending the receipts.

02:47: Let's now look at the notification area.

02:50: It quickly informs you of anomalies, or items requiring your attention in Prodon Web.

02:58: In this example, a notification indicates that the electronic receipt configuration is incomplete.

03:13: Transaction entry is presented as a step by step assistant.

03:18: This simplified input reduces visual clutter compared to the traditional window and allows for a smoother and more intuitive entry process.

03:27: Certain Advanced transaction types such as in Memorial donation, are not yet available.

03:34: For these cases, it is still possible to pre-fill a web form with information from the client record.

03:46: Back to the management window, an improvement to the search functionality is now available.

03:52: The legend for search codes, and the most common search shortcuts, is now accessible directly in the appropriate columns.

04:00: For example, when searching by lifetime cumulative amount, a legend for function on numbers is present.

04:08: Also, the most commonly used functions, such as searching for in between two different

04:13: amounts, or less than or equal to 3,500, are available in one click.

04:21: Finally, several new read-only management grids have been added.

04:26: I Make an online donation import history. Batches history,

04:31: participant history,

04:34: communication history,

04:36: forms management,

04:38: as well as commitment history.

04:41: We hope this new presentation of features, has allowed you to fully discover version five zero twenty one of Prodon Web.