Icon Bar

The icon bar appears in the top right of the ExceedFurther screen, above the tabs. It consists of these icons:

 

 Print              Tag              Mail             Add to List     Export          Add Activities

                   

 

The behavior of each icon varies depending on what tab is open when you click on the icon, as explained below.

Print Icon

The Print icon creates a report from the information on the tab that is open. The report format depends on the type of tab:

List

When any list is open, the Print icon prints the list. Since a list can have many more columns on the screen than will fit on a page, you can select how many columns to include. The report will include the number of columns you select, starting from the left most column. Use the gears on the list to select and move the columns so that you get exactly the information that you want on the report. You can also use the sorting option of the list to change the order of your report.

If you wish to print only some of the rows in the list but not all of them, click on the check boxes for the rows you wish to print. The Print icon includes an option to print all of the rows of the list or only the ones you have selected with the check boxes.

Home

The Print icon can be used to print your list of tasks from the Task List on the Home page tab.

Dashboard

If you click on the Print icon from a dashboard, the Reports tab is opened to the relevant report section for that dashboard.

Bio screen

Clicking on the Print icon when a Bio screen open produces a list of the contents of the sub tab that is open. For example, if the Gifts sub tab is open, the Print icon prints the list of gifts.

Managers

The Print icon prints the list that is open in the manager. For example, if you are on the Gift Manager, the list of gifts is printed.

Tag Icon

The Tag icon updates tags for households, organizations and names. When you have a name or names visible on a tab, you can use the Tag icon to add or remove a tag from each name.

When you select a tag, it can be a household/organization tag, a name tag, or a mailing tag. The behavior may be different, depending on what type of names are in your list and what type of tag you select.

List contents	Tag type selected	Result
Households and organizations	Household/organization	Each selected household or organization is tagged
Household and organizations	Mailing	You have the option of tagging each selected household and organization and/or the primary name in each household and organization or all names in each household and organization
Households and organizations	Name	You are give the option to tag the primary name or all names in each selected household and organization
Names	Household/organization	Each household and organization that the selected names are part of is tagged
Names	Mailing	You have the option of tagging each selected name and/or each household and organization that the selected names are part of
Names	Name	Each selected name is tagged.
Households, organizations and names	Household/organization	Each selected household and organization is tagged and for each name selected, the associated household or organization is also tagged.d
Households, organizations and names	Mailing	You have the option of tagging only at the household/organization level, tagging each selected household and organization plus the households and organizations associated with the selected names; tagging only at the name level, tagging each selected name plus the primary or all names in the selected households and organizations; or tagging at both the household/organization level and the name level, tagging all of the selected households and organizations plus all the selected names.
Households, organizations and names	Name	All selected names are tagged. For the selected households and organizations, you have the option of tagging the primary name or all names.

The Tag icon can also be used to add or remove Volunteer tags. Volunteer tags are only added at the person level, so your list should contain only individual names, not households, organizations or couples.

List

When any list is open, the Tag icon can be used to add or remove a tag from anyone in the list, following the rules in the table above. If you have selected only some names in the list, the tag will be added only to the selected names.

Bio screen

Clicking on the Tag icon when a Bio screen is open adds a tag or tags to the household/organization or to the names in the household/organization, depending on what type of tag and what options you select.

Managers

The Tag icon can be used to add or remove tags from the list that is open in the manager. For example, if you are on the Gift Manager, you can tag each selected donor name in the list.

Mail Icon

The Mail icon can be used to send an email or a letter to each name that is selected when you click on the icon.

NOTE: if you are sending an email to a large number of names, more than about 50, you should consider using a bulk email provider rather than sending these emails directly from ExceedFurther. You will have more flexibility in handling bounces and unsubscribes, and likely better delivery results. ExceedFurther can interface with both Constant Contact and Vertical Response.

List

When any list is open, the Mail icon can be used to send an email or letter to each name in the list. When you click on the Icon, the Create Mailings screen is opened and you can choose what type of mailing you wish to send. The list of letter templates that are available will depend on what type of list is open. For example, if you have a list of names, you can use only the General Mailing templates, but if you are viewing a list of gifts, you can also use the acknowledgment, receipt, tribute and other gift templates.

Bio screen

Clicking on the Mail icon from a Bio screen opens the Create Mailings screen where you can select the letter template and address options. A single letter or email is created, addressed to the person you selected on the Bio screen list of names.

Managers

The Mail icon can be used from any list in a manager to send a mailing to all of the selected names in the list.

List Icon

The List icon is used to save a list or to add names from one list to another.

To save a list that you have created, do the following:

1. Click on the List icon and select Add List.
2. Select Create New List and click on Go.
3. Type in a name and description for your list. This list will appear under My Lists.
4. Select the type of list you wish to save:
   1. Snapshot - a snapshot list is saved with the selected names without any of the filters that you might have used to create the list. Whenever you view a snapshot list, you see exactly the same group of names.
   2. Dynamic - a dynamic list saves the filter information along with the names. This means that each time you view the list, the names may have changed, depending on the filter.
      1. For example, if you create a list of board members by filtering on the Board tag and save it as a dynamic list ("Current Board"), each time you view it, it will update itself to the current board members. If you save it as a snapshot list ("Board 2013"), it will be the list of board members as of the time you saved it.
5. Choose to make this list Public or Private. If it is Private, it will only appear in your lists. If you make it Public, others in your organization can view and change it.
6. Click on Save.

The List icon only works when you have a list open. It can be a list from Quick Lists, My Lists or any Manager.

The List icon can also be used to view and manage the complete list of lists that have been saved. To view and use the List Manager, do the following:

1. From the List Icon, select List Manager.
2. To delete a list, select the list from the list of lists and click on the Delete button.
3. To update the name, description or type of list, select the list to update and click on Edit. You can change any of the list parameters except whether it is a snapshot or dynamic list.

Export Icon

The Export icon is used to send information from a list to Excel or a CSV file on your local hard drive. It only operates when a list is open. It can be a list from Quick Lists or My Lists or any list in a manager.

To export a list, do the following:

1. Open a list that you wish to export.
2. Use the list gears to select the columns and the order you wish the columns to appear in the export file.
3. Use the filters to narrow the list down to the names you wish to export. If you want to export only some names from the list, click on the check boxes by the names to include.
4. If you wish, sort the list in the order you want in your export.
5. Click on the Export icon and choose to export only:
   1. Selected Records - to export only row from your list that have been checked.
   2. All Records - to export all rows from your list.
6. Click on Excel or CSV to indicate the type of file to create from your list.
7. The file is created and you are asked if you wish to open it or save it. Make you selection and click on OK.

Add Activity Icon

The Add Activity icon adds activity records to names. These activities then appear on the Task List on the Home page and they appear on the Activity tab on the Bio screen for each name.

When you click on the Add Activity icon, a screen appears where you enter the details of the activity. These are the same as the details you would enter if you added an activity from the Activity tab of the Bio screen.

List

When any list is open, the Add Activity icon can be used to create an activity for each selected name in the list. If you do not select any names by checking the check boxes in the list, the Add Activity icon assumes you wish to add an activity to a single name.

When you click on the Icon, the Add Activity screen is opened. A count of names that you selected from the list is displayed. If you did not select any names, a search field appears for you to look up a single name for this activity. Unlike some of the other icons, if you do not select any names from the list, the Add Activity icon will not add an activity to every name.

Bio screen

Clicking on the Add Activity icon from a Bio screen opens the Add Activity screen where you can select name from the household or organization for this activity and then fill in the details.

Managers

The Add Activity icon can be used from any list from within a Manager. It adds activities to each selected name in the list.