This month, we made some updates in Little Green Light to the Contact Information section of the constituent record; to how new types are added for tasks, notes, contact reports, and documents; and to how constituents can be added in bulk to appeals or events. This post contains a description of each update.
If you have questions about these updates, or anything else about using LGL, please reach out to our Support team by completing the “Contact us” form on the Help page in your account.
Updates to the Contact Information section of the constituent record
NEW! Expanded view of contact information within the constituent record
To make contact information for constituents easier to access, we’ve expanded the Contact Information box on the Constituent Details page so it now displays up to two phone numbers, two email addresses, and two mailing addresses.
NEW! Print an envelope from within the constituent record
You can now print a one-off envelope from within the Contact Information box on the Constituent Details page, for each address in that record, by clicking the Print envelope button for the address.
Updates to Notes, Tasks, Contact Reports, and Documents
NEW! Add a new type “on the fly” for tasks, notes, contact reports, or documents
Now, whenever you add a new task, note, contact report, or document, you’ll also be able to create a type for each one (or category, in the case of documents) during that process. You can see how this works for a new contact report that is being added.
For documents, in cases where you are uploading a new file, you can add a new category as you are creating the upload.
Updates to the Bulk edit feature
NEW! Add constituents to appeals or events using the Bulk edit feature
It is now possible to use the Bulk edit feature to add constituents to an event or appeal in bulk. When you search for and select your target constituents and then choose to add them to your event or appeal from the Bulk edit dropdown menu, you’ll be taken through a 3-step process in which you can add data to the various fields that are available, as shown in the following screenshots.
Recently added LGL Resource! New Basic Training Course
We’ve been delighted by the enthusiastic response to our new Basic Training Webinar Course, which is offered for free to Little Green Light users. The course is held each month and consists of four (4) one-hour webinars, one held each week over a four-week period. The webinars topics are:
- Week 1: Gifts & acknowledgments
- Week 2: Searching & reporting
- Week 3: Communicating with your donors using LGL
- Week 4: Online donations and event registrations
To register, please visit the Help page in your Little Green Light account. You can register for each webinar individually, but we recommend attending all four sessions.