We're excited to announce some great new additions to the Keela system! Check out all the details below and don't forget to send in your ideas to our Product Board here. You never know, your ideas might end up here đŸ˜‰
Automation Free Trials
Have you heard about Keela's Automation Tool? Curious to see what it's all about? Great news, we have now added FREE Automation trials, in-app, lasting up to 14 days. This way you can see what the tool has to offer and determine if it's right for your organization!
Exporting Data
By now, you probably know all about Exporting Data from Keela! We've highlighted a few enhancements to exports that we know you'll like...check them out below!
Exporting Contact Fields
Previously when exporting transaction data, in order to export donor contact information you had to select the field named 'donor'. We have updated this, so now all contact data that is available for export has its own field. This way you are only exporting what you need. Included in this update is the ability to export First Name and Last Name separately, rather than it being a combined field.
Export Data from Segments, Tags, and Companies
Ever wished you could export data from a Segment, Tag, or the Companies tab? Now you can! Keep your eye out for the cloud icon in the toolbar within these tools.
Export Receipt Serial Numbers
We had a bunch of requests to export receipt numbers when export transaction data. We delivered! When exporting transaction data, you can now choose 'Receipt Serial' as an exportable field and it will export the receipt serial numbers for all transactions with a receipt issued.
Transaction Status
You will notice that all transactions in Keela have a Transaction Status. One of these statuses is 'Ignored' which means that through donation import or the bulk receipting tool, these transactions were marked with a preference to not be receipted. You can now un-ignore transactions to make them re-eligible for receipting. You can un-ignore transactions by Editing a Transaction Record or by filtering out the ignored transactions in the fundraising tool and bulk 'un-ignore' them (see-below).
