The best nonprofit-specific CRMs will have tools for managing all your donor relationships.
#Clicktime nonprofit login software
In the nonprofit sector, CRM software stores donor contact records and relevant information like donation history, occupation, and social data. Attempting to do so will result in an error. CRM software stores contact records and pushes prospects, leads, and opportunities through the sales pipeline. Known issue – People using Internet Explorer (IE), which is no longer supported, cannot submit timesheets for approval from Week View.Bug fix – Fixed issue with the “find and replace” time off that might cause an incorrect time off balance to be displayed.Bug fix – Fixed issue that could result in Quick Week adding hours past a person’s end date.Bug fix – Resolved a couple of minor issues with the Expense endpoints in REST API v2.This column shows the creation date for each time entry. We added a “Date Created” column to the Customizable Data Export report.This makes necessary changes easier when people are on extended leave or transitioned into different roles. Change Approver for Multiple People – Using new options from the “Actions” menu on the People list view under the Company tab, you can now change the timesheet, time off and expense approvers for multiple people at the same time.Expense type names are now properly appearing in the expense sheet approval request email.ĬlickTime Version 8.95 includes the following updates: Bug fix – Fixed an email issue when submitting an expense sheet for approval from the mobile app.The company’s default mileage rate is now used rather than setting the rate to zero. Bug fix – Fixed an issue with the REST API v2 “PATCH /ExpenseItems” endpoint when a manager edited an expense item and incorrectly attempted to change the mileage rate.Bug fix – Fixed issue with Azure AD single sign-on (SSO) logins that would fail when initiated from the identity provider.Improved the “Action Comment” details listed in the audit log regarding timesheet actions (submitting, rejecting, approving, etc.).REST API v2 – Added the “TimesheetModelCustomNumberOfDays” property to the “GET /Company” endpoint.REST API v2: Jobs//Tasks – Added the ability to manage Task List Controls for companies set to control which tasks are visible based on the project selected.Please contact your Customer Success Manager, or the ClickTime Support Team, if you’d like to learn more.
Business Intelligence & Analytics (BI&A) – this robust new platform allows you to visualize ClickTime data in new ways, monitor trends, schedule reports for automatic distribution, and more! BI&A is available to existing Enterprise and Premier customers.Integrations – The “Integrations” page under the Company tab is updated to reflect the recent payroll integrations.ClickTime Version 9.01 includes the following updates:.It attributes time off to clients and projects in direct proportion to time worked. The report provides insight to how people are allocating their time. Grant Allocation Report – The new Grant Allocation report for Nonprofit organizations is available in the People section of the Reports menu under the Company tab.TRAXPayroll Integration – We’ve added a TRAXPayroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.Checkwriters Payroll Integration – We’ve added a Checkwriters Payroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.This is accessible from the Reports menu under the Company tab. Accounting & Payroll Reports – We collected all of the relevant accounting and payroll exports together in the new “Accounting & Payroll” report section.This issue caused an incorrect balance to appear, only when a person had multiple time off events on the same date for the same leave type.ĬlickTime Version 9.17 includes the following updates: Bug Fix – We resolved a display issue related to the leave type balance shown on the person detail leave type page, the “Time Off and Accrual Detail (Excel)” report on the Company tab, and the “Time Off and Accrual Detail” report on Personal tab.Bug Fix – Increased the Project drop-down selector width on Expense Entry.Juneteenth added to US Bank Holidays – We’ve added Juneteenth to the US Bank Company Holiday lists for 2022-2024.2024 Company Holiday Lists – We’ve added preset Company Holiday lists for 2024.The Grant Allocation Report calculates the % of each employee’s time spent across clients & projects, and attributes time off in direct proportion to time worked. Grant Allocation Report Flat File – This is a flat, workbook compatible version of the Grant Allocation (Excel) report.ClickTime Version 9.31 includes the following updates:
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