Notes and Attachments—We Hardly Knew Ye! (Part 2)

In Part I of this blogpost I covered how the familiar Notes and Attachments related list is giving way to the new, separate Notes and Files objects in Salesforce.

In this post we’ll look at how to convert your existing Notes and Attachments to new Notes or Files. Whether you need to do this depends on how and how frequently you used these tools. Some of our clients are very conscientious about using Notes to update every interaction they have, and often report on these.

Events Management Apps: What to Look For

Nearly every nonprofit is dependent on fundraising from donors, whether it be private individuals or corporations. For that reason, many nonprofits host galas or other fundraising events. These events give an organization the opportunity to tell its story, make a splash, honor current supporters, and hopefully bring new donors into the fold.