Fundraiser Performance Mgmt vs PaperSave

The Blackbaud Fundraiser Performance Management™ mobile app allows you to quickly access information about the relationships and assigned prospects from the Fundraiser Performance Management platform. With the app, you can find all of the up-to-date information about a prospective donor and their giving, as well as your organization’s interactions with that prospect. You may use the Entity Lookup feature to find who you are looking for. If you have prospects assigned to you, they will be there on your prospect assignment list. With our app, your prospects are in your pocket. Pocket Targeter gives you a handful of the key filters such as Zip Code Lookup and Predictive Scores from the full Targeter query tool so that you can identify high value prospects when you are on the go. You can leave your paperwork behind and have an open and well-informed discussion with your next donor. All on-the-go fundraising professionals who are also Blackbaud Fundraiser Performance Management customers should utilize the mobile app version.

The PaperSave mobile app extends documentation management functionality into the following ERP/CRM systems: • Microsoft Dynamics 365 Sales and Marketing • Microsoft Dynamics 365 Business Central • Microsoft Dynamics GP • Microsoft Dynamics SL • Microsoft Dynamics CRM (On Premise) • Blackbaud CRM • Blackbaud’s The Financial Edge 7 (On Premise) • Blackbaud’s The Raiser’s Edge 7 (On Premise) • Blackbaud’s The Financial Edge NXT • Blackbaud’s The Raiser’s Edge NXT • Virtuous CRM • Intacct App Features: WORK WITH DOCUMENTS RELATED TO YOUR INTEGRATED APPLICATION RECORDS PaperSave provides you with the power to find any documents attached to a record in your ERP/CRM. You can also add a document through the app to any integrated app record. In the PaperSave App, you simply search for the record that you want to add documents to or find documents for live against the integrated app data. ADD A DOCUMENT FROM YOUR PHONE Now, you can add a document from your mobile device instead of having to wait until you get back to your desktop devices. Add a document using your device’s camera, file manager, or “share to” experience. SCAN FROM THE CAMERA OR CAMERA ROLL Use your mobile device’s camera to capture pages or use already existing pictures of pages from the camera roll to generate a multi-page document that can then be added to PaperSave. SEARCH ACROSS ALL DOCUMENTS With PaperSave’s mobile app you have the power to search across all documents using relevant keywords. BE A WORKFLOW MOBILE USER – WORK ON YOUR WORKFLOW TASKS ANYWHERE You can see items in your workflow’s inbox. View, edit, comment on and take required action on any item that you own in any workflow step. You can also get mobile app notification alerts when new workflow items are assigned to you. Finally, add items to any workflow using capture methods such as constructing multi page documents using the camera/camera roll or by using your device’s “share to” experience. PAPERSAVECLOUD CUSTOMERS PaperSaveCloud customers can use the PaperSave mobile app without any additional system requirements. PAPERSAVE ON PREMISE CUSTOMERS This app is supported only for PaperSaveCloud customers. PaperSave On-Premise customers should use the "PaperSave-Legacy" app. Requires iOS 10 or higher. SUPPORT 1-877-727-3799 Support@PaperSave.com Download the PaperSave app to streamline your documents and business process with PaperSave's innovative document management solutions.