Both AdvantageNFP Fundraiser and AdvantageNFP
CRM can be used as a comprehensive Document Management System, using features
that are built into the core system and included in core costs.
Our Document Management System features include the ability
to store links to scanned documents, such as press clippings, reports,
biographies etc. against a contact’s record. These documents can then be
viewed by authorised users and are accessed directly from the contact’s 360o
view. In other words, all documents can be stored and easily found and
opened from with the CRM and Fundraising database. When the document is a
communication, for example an email, letter, text or recorded call, then the
user generating or receiving the communication is prompted to store it against
the contact’s communication folder. This is again accessible from the contact’s
360o view and these documents, even emails, texts and recorded
calls, can be opened and reviewed by any user with the appropriate
permissions.
