Roadmap Review - Archiving Relationships and Updating Donor Contact Info

The Roadmap Review is your monthly update on the work we’re doing to make your MonkeyPod awesome. But this isn’t just a one-way street. We know our users are a passionate bunch, so if you’ve got a kickass feature idea, or if something we already do just isn’t working the way it should, we want to hear about it.

Send us your thoughts at support@monkeypod.io. I can’t promise we’ll turn every idea into reality, but I do promise that if you take the time to write, we’ll take the time to read and respond.

In this month’s review, we’re excited to share updates to our fundraising and CRM tools. 

Self-Service Updating of Donor Contact Information

Did you know that MonkeyPod offers a donor portal where your constituents can login to access contribution history, download receipts, and more? 

Whether you already use the donor portal or you’re just learning about it now, this month saw a nifty update to its functionality.. Now, instead of a donor having to call or email you when they move and need to update their address, they can just log in to their donor portal and make the update themselves. 

Learn more about the donor portal by visiting the Knowledgebase.

Improved Archiving of Relationships

The ability to archive a relationship in MonkeyPod has historically been a blunt instrument. You could mark someone as inactive and their record would be hidden in most contexts, but that was about it. No information on why they were archived. No log in the interaction feed. Just a disappearance – sudden, quiet, and vaguely ruthless.

I’m happy to report that we’ve sharpened this scalpel in a way that makes it a bit more useful in a wide range of scenarios. 

Now, when archiving a relationship, you can indicate the reason it’s being archived. Maybe a donor passed away, or perhaps a company went out of business, or maybe you’ve just lost contact with someone. These are important distinctions and they add essential context when viewing an inactive relationship record.

The new archiving process also: logs an interaction for the relationship, offers choices for how to deal with householding for any surviving “child” relationships, removes the person from any email subscriptions, and hides them from search results by default.

Learn more about archiving relationships by visiting the Knowledgebase. 

That’s it for this month’s Roadmap Review. Make sure you’re subscribed to our email newsletter so you always get the latest updates about MonkeyPod.