Video: Tips for Transitioning Your New Board to Tendenci with Brian Potter

We work with a lot of Nonprofits and Associations, who often have Boards and volunteers who are responsible for keeping the website up to date. As these board members change from year to year, we want to make sure they are able to get up to speed on the website software as seamlessly as possible!

Our latest video features Account Exec Brian Potter as he outlines tips for transitioning new board members to Tendenci. Read more about these tips in our latest Help File: Transitioning Your New Board Members to Tendenci

7 Tips for Transitioning Your New Board Members to Tendenci:

1. Use a Shared Google Doc to Document and Save Important Information About Your Website

Get started at Google.com/docs

2. Attend Our Next Intro to Tendenci Class!

See the full training calendar at tendenci.com/events

3. Get to Know the Tendenci Help Files

Visit Tendenci.com/help-files and click on a Category to see all of the help documentation around that category

4. Check Out Our New Users’ Guide for Getting Started with Tendenci

 Our New Users’ Guide to Tendenci lists the top 10 help files that cover the main modules of Tendenci to get you used to working with your Tendenci site

5. Subscribe to Our Newsletter to Get the Latest On New Features and Updates 

Want to get the latest on new features we’re rolling out? Sign up for free at Tendenci.com/newsletter!

6. Consider Personalized Training Options

Tendenci Support

To learn more, contact us for pricing options.

7. Get to Know the Support Portal 

Contact our support team by logging on to our Support Portal at support.schipul.com! Our support time is billable, but we can always provide a quote for how much or how long we think your request will take.

Read Full Details of these tips in our Latest Help File!

Introducing the New Tendenci Dashboard!

We Are So Excited to Introduce the New Tendenci Dashboard!

The Tendenci Dashboard is the very first page you see when you log in to your Tendenci website. In the past, the Tendenci Dashboard has contained a list of Tendenci modules and corresponding icons. With the NEW Tendenci Dashboard, you will now see a whole console of helpful metrics that visually show stats from your top Tendenci modules!

Our goal with Tendenci is to build software that gives you insight into your online and offline community. The new dashboard provides valuable information about what is happening across your website!

The new dashboard will begin rolling out Monday July 1 to Tendenci 5.1 sites.

Old Tendenci Dashboard:

Previous Dashboard View

New Tendenci Dashboard:

New Dashboard View

Available Tendenci Dashlets

The charts that make up your Tendenci Dashboard are called “dashlets.” The new Tendenci Dashboard is launching with the following dashlets:

Memberships

Members shows a graphical breakdown of Memberships by type.

Active Membership Graphs

 

Corporate Memberships

New, Renewed, Expired, and Upcoming Expired Corporate Memberships show activity in each of those categories for the last 30 days.

Top Corporate Memberships lists your top 5 Corporate Memberships by active users.

Top Corporate Members Dashlet

Events

Upcoming 5 Events shows the next 5 upcoming events on your calendar and registration stats.

Upcoming Events

Top 5 Events shows the most popular events sorted by event log views over the last 30 days.

Screen Shot 2013-06-26 at 1.06.14 PM

Forms

Top 5 Forms shows the most popular forms sorted by number of submissions over the last 30 days.

Top 5 Forms by Submissions

Pages

Top 5 Pages shows the most popular pages sorted by event log views over the last 30 days.

Top 5 Pages by Views

 

Customizing Your Dashlets

You can customize your Dashboard by setting these dashlets to show or hide, and reordering them.

To customize your dashboard, click the top link labeled “Customize Dashboard Statistics.”

customize your dashboard

From here, simply check the boxes to show and hide dashlets you want to see. Use the drag and drop arrows on the left to reorder the dashlets, and click Save to set your changes.

New Tendenci Dashboard Customization

Miss the Tendenci Icons?

As you get used to navigating your site with the new Dashboard, you can always display the Tendenci icons by scrolling down to the bottom of the page, and clicking “Show Tendenci Icons.”

Dashboard Icons

More to Come!

We are constantly working to improve Tendenci, and will continue to expand the functionality of your dashboard.

Have questions or specific suggestions you’d like to make? Let us know! Contact our Support team at (281) 497-6567 ext 411 or by contacting support@tendenci.com!

New Invoicing Reports for Revenue Analysis and Payment Reconciliation

Tendenci Invoice Reports

How much money goes through your website each year? A thousand dollars? A hundred thousand? And where is it coming from? Jobs? Events? Are you really getting the most out of the features your website has to offer? Lots of questions! And now, some answers…

Tendenci Invoice Reports

Introducing Invoice Reports!

We are excited to release Invoice Reports to our clients! This set of advanced Invoice Reporting is a new feature for Tendenci 5.1 websites that provides information about which fundraising programs are bringing in the most money for your group.

These reports, run for a specific date range, return both summary and detailed information on all revenue-generating (or fundraising) modules on your site: Events, Memberships, Job Boards, Directories and Donations.

Now you can see, in one consolidated report, where the revenue is coming from and just how much your site is facilitating your fundraising efforts!

Accessing the Reports

Tendenci Invoice ReportsTo access the reports on your site, go to the Admin Bar and choose Reports > Invoice Reports. (You must be on Tendenci 5.1 to use this feature. If you do not see the Invoice Reports option, please contact either Support (5.0 users) or Sales (4.0 users) to upgrade!)

You will first see a list of any reports that have already been generated on your site. This allows you to build a report based on specific criteria and then run that report over and over again for different date ranges. Choose to rerun one of your previous reports or build a new one!

Using Reports for Reconciliation

One of the options you have with the reports is to choose invoice payment status: All, Invoices with an Open Balance, or Invoices with No Open Balance. This is great for the person who reconciles the money for your organization! If you allow people to place openings on your job board or register for events online but permit them to pay offline via check or cash, you can use this data to reconcile your payments.

Tendenci Invoice Reports
Sample Invoice Report Detail

Click on one of the revenue categories to jump down to the detailed invoice list for that group. From here, you can see each invoice and quickly locate those with an open balance. Click on the ID to open a specific invoice to see the detail, review contact information and mark the invoice as paid once payment has been received.

Invoice Reports Tell the Story!

Tendenci was specifically designed to help organizations raise funds for the programs and services that they offer. These reports will help you evaluate your different programs, determine your biggest moneymakers, reconcile your offline payments and get all of your revenue figures in one place.

So at the next board meeting, when the questions arise, you can show, real-time, with the exact data, the financial strength of your various fundraising activities!

Crowdsourcing Your Mental Health at #SXSW

Crowdsource Your Mental Health at SXSW

We were extremely proud to have one of our team members selected to lead a panel discussion at this year’s annual SXSW Interactive festival! Schipulite Sarah M. Worthy and former Schipulite Data Analyst Dr. Dharol Stevens, PhD. led a Core Conversation on the topic of “How to Crowdsource Your Mental Health for Free.”

The audience was made up of an array of medical professionals, those looking for better ways to find health information online, and those curious about the topic as it relates to the growing trend of Health 2.0. The panel was a great discussion with lots of feedback and participation. Below are my highlights:

Why Crowdsourcing for Mental Health?

Crowdsourcing is where many people are doing a little bit of the work instead of one person doing all the work.

Over 50% of people in the US can’t afford afford mental health treatment. Mental health issues are complicated and much of  the treatment is trial and error. Unlike other medical conditions, mental health symptoms do not necessarily have only one answer that a doctor (even a very experienced doctor) can diagnose with a single test or symptom.

For Mental Health issues specifically, crowdsourcing can help piece together the puzzle of what is really going on for symptoms that are difficult to diagnose. The idea is that crowdsourcing is a tool you can use to be more informed and aware when you visit a doctor.

The Power of Crowdsourcing

SXSW Part 2 058Crowdsourcing’s power is in its specifics. Reading other people’s very specific accounts can hopefully ring true to your unique situation as well.

The benefits of these personal experiences include:

  • Reading other people’s stories lets you know you’re not alone
  • Seeing stories of those going through treatment may set expectations for what treatment entails
  • Stories of people who have overcome health issues gives hope that the symptoms will eventually end
  • Reading other people’s accounts can also help you define symptoms you didn’t otherwise know how to articulate, or things you didn’t know were a symptom you should be paying attention to
  • These accounts give access to peer support which can be incredibly powerful for those going through any kind of medical treatment
  • When you visit your doctor, you can ask more informed questions to get to treatment faster

Tools for Anonymous Online Searching

Screen Shot 2013-03-18 at 4.02.23 PM

Many people hesitate to do searches around mental health online because they are worried about the privacy issues involved. If your family or peers cause these concerns, here are some resources to try for anonymous searching online:

  1. Incognito mode in the Chrome browser when browsing the web
  2. Tor – For IP address anonymity online
  3. Duck Duck Go – Anonymous Search Engine with Privacy at its core

Validating Medical Information Online – The Downside to Crowdsourcing

The danger of crowdsourcing is that 50% of health sites have incorrect information. You can combat this by arming yourself with tools to evaluate information online and look for trusted sources.

Tips for Validating Online Medical Information

  1. Verify that it is written by an expert
  2. Make sure it is current & cites valid sources
  3. Look for certifications and disclaimers

Valid Sources for Medical Information Online

  1. Look for .gov or .edu sites
  2. Anything linked from the resource pubmed will be credible
  3. If you find studies cross linked you can look for them on scholar.google.com – Sometimes it will appear as though you have to pay for detailed study information, but any government journal is required to release its studies for free after 2 years
  4. Health on the Net is a great resource as well – this organization’s goal is to publish credible medical information

“It’s never been easier to cross reference information online” – Dr. Dharol Stevens

mental health apps to try

Mental Health Apps to Help Focus

  • Mood Tracker tracks your mood over time and shows patterns like how your mood is related to stress, amount of sleep, etc.
  • Focus Booster uses the Pomodoro technique to break down work into 25 minute chunks of uninterrupted time
  • Lifetopix is an app of organization tools help you stay organized and focused
  • Self Control blacklists programs or websites you block for a certain period of time so you can focus

Tips for Finding a Doctor

“If you take one thing away from this, it is that the Internet is not your doctor. You still need a doctor.” – Sarah M. Worthy

The internet will never replace a medical professional. Hopefully it will arm you with the tools to start the conversation.

Tips for Finding a Doctor

  • Unfortunately the best way to find a doctor is still word of mouth
  • Like treatment, know that finding a doctor you like will be effort – it may take some trial and error
  • If you don’t like the person you are working with it’s ok to look for another doctor (your gut feeling is probably right)

Apps to  for Locating a Doctor

(Note that this list was crowdsourced from the audience)

Keep the Conversation Going! More on This Topic:

TED 2013 Starts Today! Some of our Favorite TED Videos

We at Schipul love sharing knowledge and inspiration – especially the fantastic free videos that come out of the annual TED Conference! In honor of the 2013 TED Conference (which starts TODAY), we’ve put together a few of our favorite TED videos to share.

A few ways to follow along with the TED Conference:

What is your favorite TED video? Let us know in the comments!

Some of our Favorite TED Videos!

Simon Sinek – How Great Leaders Inspire Action

Quote: “People don’t buy what you do; people buy why you do it”

Talk Details on TED.com

Loved by Sarah Worthy

Benjamin Zander – The Transformative Power of Classical Music

Quote: “The conductor of an orchestra doesn’t make a sound. My picture appears on the front of the CD — but the conductor doesn’t make a sound. He depends, for his power, on his ability to make other people powerful. And that changed everything for me.”

Talk Details on TED.com

Loved by Caitlin Kaluza

Brené Brown – The Power of Vulnerability

Quote: “When we work from a place, I believe, that says, ‘I’m enough,’ then we stop screaming and start listening, we’re kinder and gentler to the people around us, and we’re kinder and gentler to ourselves.”

Talk Details on TED.com

Loved by Benjamin Floyd

Ken Robinson – Schools Kill Creativity

Quote:  “I believe our only hope for the future is to adopt a new conception of human ecology, one in which we start to reconstitute our conception of the richness of human capacity.”

Talk Details on TED.com

Loved by Eloy Zuniga Jr.

Amy Cuddy – Your Body Language Shapes Who You Are

Quote: “Tiny tweaks can lead to big changes.”

Talk Details on TED.com

Loved by Erica Bogdan

What Did We Leave Out?

Have a favorite TED video we didn’t include here? Let us know in the comments!