What's New to Eleo?
The Eleo you know - now faster, smarter, and more intuitive. Some features have been enhanced, others simplified. Here’s what’s new and different to help you get familiar with the updated database.
- Noticeably faster performance for a smoother, more efficient experience
- Enjoy a sleek new look with enhanced dashboards and analytics
- Effortlessly manage contacts with an improved contact record layout for easy editing and viewing
- Seamless integration with QuickBooks Online, which makes financial tracking even easier
- Bring your letters to life by adding logos and graphics to Letter Templates
- Streamlined tribute creation directly from the gift screen
- Easily track matching gifts by adding the employer right from the gift screen
- Simplified tracking of volunteer hours – enter their name, date, and hours all in one step
- Merging duplicate records is now more intuitive and user-friendly
- Greater financial reporting with the option to set your fiscal year
- A more focused experience – custom fields have been refined
- Optimized volunteer tracking – volunteer fields are at your discretion
- More efficient list creation – filters have been fine-tuned for clarity
- Comprehensive Thank You Mailings – no separate Receipt Mailing is needed
- A fresh navigation experience – Lookup tab has been removed for a cleaner workflow
- Centralized Home screen – task and calendar relocated for easier access
- One stop to all reports – favorite and saved reports are now located in the
- Reports Module
- Simpler membership tracking - Membership Levels have been incorporated into the Membership Type
- First Gift Date and First Gift Amount were added to the contact record – providing a quick giving snapshot alongside standard fields, with the ability to include it in reports