ENJOY THE COMFORT OF YOUR NEW EXCEED BEYOND HOME (PAGE)

Your home is a place of comfort and familiarity, mainly because it’s personalized to your unique style and needs. Why should your home page be any different? The new Exceed Beyond Home Page now allows the same level of customization and personalization as your home does, without having to do the dishes or pick up toys. We've also added some dashboards, and collapsible a Quick Links menu as well.

 

Set Your Home Page Preferences

Each Exceed Beyond user can now set their own Home Page Preference by simply going to the dropdown in the top-right corner, and selecting the option.

 

home_page_preferences

 

We've greatly expanded your choices here to include:

Activities List/Tickler

  • Daily
  • Weekly

Dashboards

(list may vary depending on your subscription)

  • Gift
  • Membership
  • Campaign
  • Events
  • Volunteers
  • Grants
  • Guests

Create Your Custom Quick Links Or Hide Them Entirely

The new Home Page allows you to customize the Quick Links menu to include some or all of the most common quick actions. Simply click on the gears and check or uncheck your favorites.

quick_links_select

 

Some love the look of a nice, clean, and open space, so we've enabled each user to expand or collapse the Quick Links to create more space for viewing dashboards or an expanded calendar view.

Topics: Donor Relationship Management, Exceed Beyond

Written by Ryan Finkelstein

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