CullenCoates
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Joined 6 years ago
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OTI Enhancements for Non-Profits
It's great to see the proposed enhancements to the Open to the Internet functionality. We have a large number of non-profit clients who rely, in some cases heavily, on internet forms for volunteers or other non-user program participants to submit applications, surveys and reports. While the enhancements are welcome, it's unfortunate that some recent enhancements to the platform that can be of great value to non-profit customers are only available if they upgrade their accounts to Business or Enterprise. Many of them are under tight budget constraints and don't require all the functionality of the higher levels. I understand that QB has never had a focus on the non-profit community, but it might consider implementing some sort of non-profit price or account access concession for non-profits to enable access to such functionality. QB is a vastly better platform for non-profits than any competitors, but Salesforce is walking away with the business and costing those NP users a lot of money for often incredibly expensive customization that could be done natively on QB.16Views0likes0CommentsRe: Organized, catalogued central repository for pipelines information
Evan Many thanks for the update. As a start - and possible interim measure - how about having a section in the user guide that provides an indexed link to all the resources that you mention and to others? For example, the links to the three sources you note above. Also, It shouldn't be difficult (easy for me to say) to have some sort of indexed function within the Pipelines section so that when someone posts a "solution" or example in slack, or wherever, at least the title of the post and a link could be included. The posts could be tagged with keywords related to the index. Every day the volume of new examples and solutions grows and it will soon get to the point that it will be difficult to go back and try to capture it. The valus of this is that when folks go to the User Guide and type in "Pipelines" the first article is "about Pipelines with links to A:: of the other sources and perhaps a master resources index page. ------------------------------ Cullen Coates cwcoates@crystalbaysolutions.com ------------------------------5Views1like0CommentsOrganized, catalogued central repository for pipelines information
It seems to me that there is an enormous amount of valuable and often critical information about use of pipelines that is being posted in a variety of places, Slack pipelines, Slack General, Community postings, User guide and so forth. I have been on calls where someone asks about s feature or function and the response is that it will be posted in the blog or forum or slack. It seems to me that it is critical that users will have a single place to go where they can enter keywords and questions and have a robust response repository. The User Guide is one of the finest in the industry but much of the critical information is not making it there. ------------------------------ Cullen Coates cwcoates@crystalbaysolutions.com ------------------------------33Views0likes5CommentsRe: Non-Profit Networking: Achieving Your Mission while Faced with Challenge
Evan I appreciate your efforts to bring together the QB non-profit community. As a QSP we have been working with non-profits for 16 years and I know of only one other who has a significant track record in that regard - we partnered at a national conference a few years ago to introduce QB. I think that one of the issue is that QB hasn't officially recognized non-profit as an industry focus so it's a challenge for non-profit prospects to find resources, connections and such. A number of years ago QB featured a non-profit at Empower and raised $10k for them - one of our clients as it happened - but that program was discontinued with the initial sale by Intuit. Hopefully it could be resurrected. It might be interesting to organize a periodic Zoom networking call for non-profits so they could discuss issues of common interest. Let me know how I can help out. ------------------------------ Cullen Coates cwcoates@crystalbaysolutions.com ------------------------------3Views1like1CommentRe: Center For Community Alternatives: QB and Human Services
Well done - this a great example of how non-profit organizations can leverage the power of Quick Base to creatively address a lot of workflow, data collection and data analysis/reporting issues increasingly required by funders and program sponsors.23Views0likes0Comments