PatronManager

How it Works

Hand pick the exact fields and data you want included in your PDF, saving it directly to your computer to use in meetings, for donor prospecting, and other engagement activities.

How it Works

This app automatically copies over the first 255 characters of your comments from the activity to be able to glance the contents quickly.

How it Works

From a new tab, you'll be able to quickly edit all open Tasks & Calendar Events on one screen. You can change the status, the due date, who and what they are related to, all from one page instead of clicking into each task individually.

How it Works

After a few quick installation steps, this app adds a component to your PatronManager sidebar that lists (with links) Contacts who have up coming birthdays. Each user can control what 'upcoming' means to them.

How it Works

In a new tab in PatronManager, you can create a list of default Campaign Member statuses for each Campaign type.

How it Works

This app lets you view and modify your Campaigns in a easy-to-read color-coded calendar format.

How it Works

With this app you can combine the members of multiple campaigns into new campaigns, while also having the option of excluding certain members. Great for targeting your marketing or fundraising campaigns.

How it Works

Quickly create an Excel spreadsheet based on a PatronManager list view. This is a great option for an organization to give volunteers or board members access to information without having them log into PatronManager and deal with the raw data from a report export.

How it Works

Create a new view of your data, showing multiple related objects in one place. You can create new records or edit existing records from the grid view. Allows for faster way of entering or updating data in PatronManager.

How it Works

Ideal for projects where you have to look at a series of related records, like a telemarketing campaign or prospect research. This app adds a “browse” button to a list of contacts, allowing you to navigate from one record in the list to the next.

How it Works

Instead of having to click Edit, change the Task Status to Complete, and then clicking the Save button, a new button on the Task page does all three of those things in one click.

How it Works

This app adds new buttons to your standard list views to mass edit, update, and delete multiple records at once.

How it Works

Make PatronManager a friendlier place for your organization by quickly and easily adding photos to the staff Chatter profiles. Upload multiple employee pictures and match them with their personalized profiles to not only save time but encourage staff to adopt Chatter.

How it Works

The app lets you copy the values from the standard address fields on the Account to either standard address fields on the Contact, no matter how many Contacts belong to the Account. Great for when patrons move!

How it Works

This app includes a Tab where you can view and organize all of your Activities/Tasks on one screen as well as update multiple tasks in a single action. You can also mass create tasks from list views on other record types, like Accounts, Contacts, and Donations.

How it Works

Replace the standard Task list component on the homepage layout with a custom one provided by this app. Users can add any task field to the columns displayed. The task list can also be accessed as a separate tab for keeping track of your to-do list.

How it Works

With one click of a button, generate a pre-formatted directory from a list of Contacts. Great for making rosters for ensemble members, students, board, staff, etc.

How it Works

Control the format and look of your Salesforce reports. You can upload your organization's logo for a customized look, choose a color scheme and style that make your reports easier to read, and even send reports to people who are not PatronManager users.

How it Works

Rollup Helper can be used to sum, count, average, concatenate, or determine the max/min of related data beyond what regular Salesforce rollup fields can do.

How it Works

If you start to navigate away from a page before you save your edits, you'll get a pop-up that warns you about losing your work.

How it Works

How it Works

Great for organizations with custom PatronManager elements that are used year after year to track recurring activities, but can also be used to duplicate similar Accounts and Contacts, or annual Grants and Grant Payments, or Campaigns and Campaign Members.

How it Works

Using a companion app on your mobile device, business cards are photographed and sent over to PatronManager, where the information will get saved as a Contact record. You also have the option to add a voice memo or notes to give more context to the card details.

How it Works

If you're used to doing a lot of data manipulation in Excel, or about to undertake a big project where you are introducing new fields and need to populate them for your existing data, ActionGrid is a great tool that will save time on clicks and page loads when viewing and manipulating data in an intuitive and time-saving fashion.

How it Works

This app allows you to track donated items, attendees, and manage auction purchases using both new and existing objects.

How it Works

CalendarAnything allows you to view your date-based objects in a color-coded calendar format and use advanced filters to display the fields that are most useful to your organization.

How it Works

Install this mobile extension so you can view your customized calendar in the Salesforce1 mobile app.

How it Works

Before their departure, a user can set up a custom away message indicating when they will be back. If someone comments on a Chatter post that the out-of-office user made, the away message will automatically appear. It will also be posted in reply if someone @mentions the out-of-office user.

How it Works

Conga Composer lets you generate documents and spreadsheets by gathering data from PatronManager and merging to a template. The resulting file(s) can be printed or e-mailed, and you can log the actions you've taken. Documents can be generated in batches.

How it Works

How it Works

This app allows you to view your date-based records in PatronManager in a color-coded calendar format, creating customized calendars out of your Event Instances, Volunteer Shifts, Grants, or any custom record that has a date field on it. DayBack can also display your Google calendar inside of PatronManager.

How it Works

This app offers both task-templating functionality for repetitive task-based processes, as well as an enhanced interface for managing your to-do list in PatronManager. Great to use for donor cultivation.

How it Works

This app lets you generate shipments, track packages, calculate & compare rates, and print labels, and lets you use Chatter to follow any shipment and get real-time tracking updates.

How it Works

You can use this app to create attractive web forms to be used for patron surveys, class registration forms, job applications, space rental requests, and much more. Formstack comes with a very robust and flexible Salesforce integration that can be configured for any form so the data collected can be automatically added to your PatronManager account.

How it Works

Use Greenvelope's collection of elegant and fun templates to match the look and feel of your event, or design your own. Customize it with the event details and RSVP instructions, plus add-ons like photos, maps, and calendar links. You'll be able to simply sync your guest list information from a PatronManager Campaign to Greenvelope.

How it Works

This app makes it easy to keep tabs on your big projects and important timelines. You'll also be able to collaborate more efficiently and reduce emails and meetings and share your project plans with external contacts who do not have users in your PatronManager account. Great for event planning, marketing/content schedules, season launches, and more.

How it Works

IT Request catalogs your computers, printers, barcode scanners, and more and allows you to customize an approval process so that requests for new computers or help with existing ones are tracked and managed effectively.

How it Works

This app provides you with a quick wizard for running a simple frequency report — behind the scenes, a custom object is used to aggregate the data.

How it Works

Use this app to pull data from any object within Salesforce (and even some external sources) into dynamic document templates, creating mail merge documents to be delivered by email or printed for mailing.

How it Works

This app provides a visual representation of your donations, grouped by whatever criteria you find helpful--on a 'wall'-like page. You can view, filter, and modify records from the wall in a simplified manner.

How it Works

With the PTO Manager app, employees can submit PTO requests and their manager can approve them all inside PatronManager. Time off is tracked against a balance of hours that each employee is allowed for the year.

How it Works

How it Works

From audience members sharing how much they enjoyed a production to artists relaying their experience working with your organization, this app is perfect for collecting testimonials to be used in grant applications, annual reports, or on your website.

How it Works

This app creates a custom section inside PatronManager for tracking suggestions from employees at your organization. Good for things like suggesting more appetizing snacks, facility or IT improvements, employee services, or even programming suggestions.

How it Works

Task Ray integrates an intuitive yet sophisticated Project Management app right into your PatronManager account. This app makes it easy to delegate tasks to colleagues, assign priority levels to your to-do items, and collaborate like crazy. Chatter is deeply integrated, and your Task Ray projects can be linked to the rest of your PatronManager data if applicable. This app is customizable to your needs and your organization's processes.

How it Works

This extension pack uses standard Salesforce reports and dashboards to give you a deeper understanding of your projects and tasks being managed in TaskRay.

How it Works

This app uses new objects called Jobs, Shifts, and Hours along with Contacts and Campaigns to track availability of volunteers and volunteer prospects, along with their special skills, right on their Contact page. You can also track how many hours your volunteers have worked, and even let volunteers sign up for projects via your website if you choose. Volunteers for Salesforce also includes its own tracking dashboard and reports.

How it Works

Employees can submit single day, multi-day or even half days off. Manager can approve them. Days off are tracked against a balance of days that each employee is allowed.

How it Works

Create a template that consists of a series of tasks that may or may not be dependent on each other, associate it with an Account, Contact or Donation record and assign them to the right people at your organization. The same template can be used over and over again for all your high-profile donors and prospects, or, you can make tweaks to it as needed.

How it Works

An e-mail that you design will be sent from PatronManager to your patron's on their birthday. You can also keep some of your contacts from getting those e-mails with a simple opt-out checkbox.

How it Works

Users can log their relationships, by type (professional, personal, through school) and strength, with each Contact in PatronManager. This data is captured on the Contact and Account level in an eye-catching way, making it easy for staff to know about the connections you have, and use that information to facilitate better communication and outreach.

How it Works

When added to your chosen Account and/or Contact page layouts, this grid shows yearly donation totals you can see at a glance. The configuration options of this grid let you select a field like Fund, Type, or Record Type to group donations in the grid. Soft Credit totals can also be tracked here.

How it Works

Create eye-catching, modern, and mobile-friendly surveys with the easy-to-use GetFeedback app, and send your surveys to patrons directly from PatronManager. Survey responses can be mapped back to PatronManager in real-time.

How it Works

The app inside PatronManager will guide you through selecting a card design based on the occasion and by adding a personalized message. Once you've checked out, Handwrytten will create and send the card for you.

How it Works

An administrator can choose to highlight certain fields on page layouts all the time, or only when certain conditions are met, to bring attention to that specific field for users. You can also use this app to hide or rename buttons when certain conditions are met.

How it Works

This app will geocode and display the geographic distribution of your ticket buyers and donors plotted on a map to allow you to target your marketing efforts and partnerships more precisely.

How it Works

Mogli offers intelligent texting technology built directly into the Salesforce platform, and organizations can use it both for one-on-one communication, as well as bulk and automated messaging such as announcements or surveys.

How it Works

Populate the designated field on a record with the alert message and the next time you come back to the record or related records, a popup alert message appears so that your colleagues can see it front and center.

How it Works

When you attach an image file to a record via the Notes & Attachments section or through Chatter, the image is captured in a designated Image Viewer section of the Contact (or other object) page layout. You can also use a webcam to take and attach images. The spImages app also gives you a place to record notes about each image.

How it Works

Adds a section to the Contact Page Layout(s) and a button that allows you to easily upload a photo to display on the Contact detail page.

How it Works

Related activities, donations, ticket orders, and campaigns are displayed in a customizable timeline format at the top of a patron's record.

How it Works

Zero in on major gift prospects one at a time or in batches from inside the PatronManager contact record with this application’s real-time integration of philanthropic giving and wealth data.

How it Works

Once logged into this browser extension, you'll automatically be able to see contextual information from PatronManager about the contacts you're emailing and the contacts who are emailing you. This app can also sync your Salesforce/PatronManager calendar with your organization's Google Calendar.

How it Works

This integration offers a real-time sync of donors, donations, and campaigns between Classy (an online and mobile fundraising software platform used by non-profits around the world) and Salesforce. You'll be able to see all your donors in one place, whether they make donations through Classy, or PatronManager.

How it Works

CrowdRise is the premier crowd-fundraising platform used by over 1.5 million charities. Non-profit cultural organizations can use it to mobilize their most engaged patrons to raise money from their networks. This integration lets you see all the data collected by CrowdRise in PatronManager. The integration can be set up to get all the data from your previous campaigns.

How it Works

Organizations tracking their performers, vendors, partnerships and/or rentals in PatronManager can integrate contracts and e-signatures into their process with DocuSign, the #1 electronic signature solution.

How it Works

Links your existing Dropbox account to PatronManager. You can associate files with Accounts, Contacts, Donations, Campaigns, as well as custom objects by dragging and dropping files from your desktop. Files will sync to the Dropbox accounts of the people who have access to that object.

How it Works

Display Emma Guestbook at your box office or lobby tables, or arm your volunteers with iPads to collect emails in the aisles during intermission. The signup process is easy for your patrons and it's so much better than using a paper signup form, because you don't have to go back and manually enter the names into Emma after the fact.

How it Works

Link your existing PatronManager account to your Evernote Business account, and make it easy for your colleagues to collect and share information about projects and prospects and work more effectively from anywhere, and from any device.

How it Works

FormAssembly has a robust and flexible integration with Salesforce that can be configured for any form. Plus the data collected in a FormAssembly form can be automatically added to your PatronManager account. Great for performer's headshot/bio submissions, special events registration, or audition signups.

How it Works

This is a Desktop Integration, not an AppExchange App. You can install this right from your PatronManager account by clicking on your name (in the upper-right corner), then My Settings | Desktop Add-Ons | Salesforce for Outlook. Each person at your organization who wants to use this feature will have to set up the integration on their own computer.

How it Works

Connecting Slack and PatronManager means that you can share details about a Contact, Account or Donation with your team in your Slack workspace and share messages between Slack and Chatter.

How it Works

This app links Trello to Salesforce allowing you to add Contacts or Donation records directly to a Trello card so you can see key details about them right inside of Trello. Trello is a popular project management/productivity app that would be great for major donor stewardship projects or special event planning, as well as day-to-day department projects and to-do lists.

How it Works

This app pulls the information from WealthEngine directly into the Contact's record in PatronManager. All prospects are segmented and scored based on their wealth and philanthropy characteristics. The data can be incorporated into reports in PatronManager that combine the prospecting information with patron activities like ticket purchases and donations.

How it Works

This app includes several custom Lightning components you can add to your page layouts as buttons to highlight links to reports, lists, records, Chatter groups, or outside web pages.

How it Works

Enable users to select their favorite dashboard on an individual basis from a list of available options.

How it Works

Configure these messages to appear as pop-up notifications when the criteria you specify are met on a particular record.

How it Works

How it Works

Once your data is profiled, Cloudingo displays a dashboard view of the number and location of duplicate records. You can then merge duplicates individually, or create rules for mass-merging. The thing that sets Cloudingo apart from other similar data tools is that it's web-based, has a user-friendly interface, and great support.

How it Works

Take stock of PatronManager and better understand the objects and fields that make up the system by extracting field information and exporting them into a spreadsheet. This is a great tool to use when reviewing customizations (like formula fields) when working with consultants, and more.

How it Works

This App’s analysis will help your PatronManager admin make smart decisions about how to customize and optimize your database. Especially useful if you've been using PatronManager for a while.

How it Works

Create a scenario called a 'field trip' for any standard or custom object and Field Trip runs an analysis of all records and fields and tells you what percentage of the records have each field populated.

How it Works

Install this app on your iPhone and immediately see real-time metrics for your organization against all Salesforce Limits. You can configure the thresholds and customize the limits list to those that you are most concerned with.

How it Works

This app lets users easily search for deleted records, view the data of deleted records, and batch restore or permanently delete records from the recycle bin.

How it Works

If a user makes a mistake, like editing the wrong contact's record, for example, and wants to undo their last change to a record, they'll just click the button, confirm that they want to undo the change, and the previously saved data will be restored.