Change Icon

Blackbaud CRM Higher Education Product Advisory Group (Higher Ed PAG)

Join
Options

Custom Home Page

Options
Julie Stone
Julie Stone ✭
Ancient Membership Facilitator 1 Name Dropper Photogenic
in High Education Program Advisory Group (HE PAG)
Hi all--


We are wondering how many of you have customized the home page view for your users. 


As always, the question is multi-layered...
  • Do you have a custom view? 
    • If so, what are you displaying?
  • Are you tailoring this view by security role or constituency?
Would love to see examples/descriptions if you have them.


Thanks!


Julie Stone

Associate Director, Advancement Services

Santa Clara University

Comments

  • Rick Root 2
    Rick Root 2 ✭
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic

    Julie Stone:

    We are wondering how many of you have customized the home page view for your users. 


    As always, the question is multi-layered...

    • Do you have a custom view? 
      • If so, what are you displaying?
    • Are you tailoring this view by security role or constituency?
    Would love to see examples/descriptions if you have them.

     
    So I'm not even sure HOW to customize the home page.  That being said, I know we'd like to do it because we are building out a Fundraiser Dashboard that our executives would like to be put in front of the fundraisers when they log in.  Every time.

  • Derek Clark
    Derek Clark ✭
    Ancient Membership Facilitator 1 Photogenic

    Julie Stone:

    Hi all--


    We are wondering how many of you have customized the home page view for your users. 


    As always, the question is multi-layered...

    • Do you have a custom view? 
      • If so, what are you displaying?
    • Are you tailoring this view by security role or constituency?
    Would love to see examples/descriptions if you have them.


    Thanks!


    Julie Stone

    Associate Director, Advancement Services

    Santa Clara University

     

    We allow our users to customize their home page if they wish. Only about 10% actually change what they see, but in our introductory training, we show them how to use the customize function on the home screen.


    Derek

  • Travis Soyer
    Travis Soyer ✭
    Ancient Membership Facilitator 1 Photogenic

    Julie,

     

    We have not customized the Home page, but we
    did create a new Functional Area which is where a user lands when
    they login to CRM.  This “Welcome” functional area displays a
    set of gauges that display high level fundraising progress, as well
    as a few datalists that display other important information and
    links.  Most of the work was done by creating a custom UI
    model, if I’m not mistaken.  If you are interested, I can get
    you in contact with the person on our team who was responsible for
    developing the solution.

     

    Travis

     

    Travis Soyer | Associate Vice
    Chancellor | Advancement Operations

    Texas Christian
    University

    TCU Box 298240 | Fort Worth, TX
    76129 | 817.257.5037 | t.soyer@tcu.edu

     

  • Rick Root 2
    Rick Root 2 ✭
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic

    Travis Soyer:

    We have not customized the Home page, but we did create a new Functional Area which is where a user lands when they login to CRM.  This “Welcome” functional area displays a set of gauges that display high level fundraising progress, as well as a few datalists that display other important information and links.  Most of the work was done by creating a custom UI model, if I’m not mistaken.  If you are interested, I can get you in contact with the person on our team who was responsible for developing the solution.


    Travis,


    How did you get them to go there when they log in, other than making sure the link goes to that functional area?  I suppose that would work except for everone that has the "home" page bookmarked already or comes in through the /bbappfx link (which we prefer not to even tell people about)

    Rick

     

  • Julie Stone
    Julie Stone ✭
    Ancient Membership Facilitator 1 Name Dropper Photogenic
    Hey Travis--


    I would love the contact information.  We were trying to
    figure out the best approach to getting folks the info they are
    wanting to see right up front.



    Julie



  • Catherine Garvens
    Catherine Garvens ✭
    Ancient Membership First Reply

    Travis Soyer:

    Julie,

     

    We have not customized the Home page, but we did create a new Functional Area which is where a user lands when they login to CRM.  This “Welcome” functional area displays a set of gauges that display high level fundraising progress, as well as a few datalists that display other important information and links.  Most of the work was done by creating a custom UI model, if I’m not mistaken.  If you are interested, I can get you in contact with the person on our team who was responsible for developing the solution.

     

    Travis

     

    Travis Soyer | Associate Vice Chancellor | Advancement Operations

    Texas Christian University

    TCU Box 298240 | Fort Worth, TX 76129 | 817.257.5037 | t.soyer@tcu.edu

     

     

    Travis: Is this something you might consider demoing at an upcoming PAG, or attach a screen shot? I think Wisconsin would also be interested in something like this. Thanks for considering. 


    Catherine

Categories