Social Work
Stefanie Zasyatkina
Elevate Social Workers

To celebrate National Social Work Month, and in recognition of your impacts, we pulled together a few of the characteristics that people positively impacting our world embrace. and some helpful resources to keep fighting the good fight.


Elevate Social Workers
Featured Clients, Foster Care
Stefanie Zasyatkina
Social Work happening through Amara's Sanctuary ...

To elevate social workers in honor of National Social Work month, we are highlighting the focus and strengths of our clients to learn about their unique missions and impact on child welfare.

Social Work happening through Amara's Sanctuary Program
Best Practices
Sara Shepherd
Creating a Consistent Client Journey

A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.

Creating a Consistent Client Journey
Design, Best Practices, Workflow
Sara Shepherd
Required but Necessary?

Requiring a field is a great way to ensure you get the information you need. It's also an easy way to annoy the person filling out a form. This is why you should be clear why and when a field is required to move on.

Required but Necessary?
Design
Sara Shepherd
Design Options For Public Checklists

Here's a quick video which shows how to customize the public checklist and add individual templates to particular checklist sections to fit your agency's brand and voice.

Design Options For Public Checklists

nonprofit

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Creating An Abundance Mindset in the Nonprofit World: An Interview with Nell Edgington

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We recently had the pleasure of interviewing the incredible Nell Edgington of Social Velocity. Nell helps nonprofit and philanthropic leaders become more strategic, financially savvy, and confident at creating social change.

In her new book, Reinventing Social Change: Embrace Abundance to a Healthier and More Equitable World, Nell provides a strategic roadmap for social change leaders.

We think this is such an important conversation to have in the nonprofit world, that we wanted to share this with you. Some highlights include:

-Abundance vs. Scarcity Mindset in the Nonprofit World

-The One Word That Can Open Up Your Possibilities

-Debunking Nonprofit “Myths”

-The Difference Between Over-Giving vs. Generous Giving

And SO much more!

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Nell Edgington has spent her 25-year career innovating in the social change sector. As president of Social Velocity, she helps create more strategic, financially savvy, and confident nonprofit and philanthropic leaders and organizations. She is a popular writer, speaker, and blogger, and author of Reinventing Social Change: Embrace Abundance to Create a Healthier and More Equitable World coming from Page Two Books in February 2021. Nell is a member of the national Leap Ambassadors Community, a network of more than 250 social change thought leaders. And she holds an MBA from the Kellogg School of Management at Northwestern University.

Creating a Consistent Client Journey

Creating a Consistent Client Journey

A client’s journey may begin with an application and end with a finalized adoption, but between those points, they interact with nearly every department at your agency. It’s important to create a consistent experience for your client and staff.

SAM 8.02

Our latest and greatest SAM version is currently being released to clients.

This new version includes two new features and substancial improvements to our Donor and Volunteer modules.

Entity Conversion

Use existing information to create new records!

Entity Overhaul allows you to convert an exiting record into another type and share information between them.

For example, a Donor record can be converted to a Family record - when contact information is updated on the Donor record, it is also updated on the connected Family record. Pretty neat! See our help guide to learn more.

Form Stats

Instant insight and organization for multi-record forms

Like report stats, form stats allow you to quickly sort and filter entries on a multi record form by field criteria. For example, with a form stat you can quickly see how many client communications were in person vs over the phone, or how many therapy sessions have been paid vs unpaid.

Other changes include:

  • Donor and Volunteer improvements - Record cleanup, navigating to donor / volunteer records from a report as opposed to their Person Record

  • Tab Management - Control the names/colors of your SAM Tabs via Settings > Misc Advanced System Settings

  • Form Stats - Ability similar to Report Stats in Forms

  • Multi Record Forms - Now show the top 20 records by default so the page loads faster

  • Security improvements to Public Forms Auto-Match Criteria

  • WYSIWYG field on Public Forms

  • Child Sibling Forms Improvements - Forms can be customized to pull other child fields

  • Ability to show a custom message on the SAM Login page (in Configuration settings)

  • Quick Search - option to include additional fields (like Person Type, when searching for a particular entity type)

  • Photos on Templates - Use the "Photo for Templates" field on the Main Entity Tables

  • Alert when leaving an Add/Edit form without saving the changes

  • Fixes for various bugs and errors

If you have questions or concerns about this release, please reach out to us via the "Support" link in your SAM.

 

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