NGP VAN

We are excited to bring you a more efficient workflow for adding new contact or contribution data. 

 

On November 16th, we are converting the Quick Add New Contact modal into its own page. The page version of Quick Add New Contact has the same look and feel as the modal, but its wider layout reduces scrolling and makes it easier for you to fill out all data fields efficiently.

 

You will be able to search for Quick Add New Contact to bring up the page from the sidebar, or access the page that same way as you currently access the modal:

  • Under Quick Look Up on the Main Menu
  • Through the Create a new contact link in the omnisearch bar

On a similar note, we will also be replacing the Quick Add New Contribution modal with its own page. You can access the page through the sidebar or under the Contributions section of the Administrative Menu.

Please note that you will be able to add new contact and new contribution data from either the Quick Add New Contact or the Quick Add New Contribution pages, and you may use one or the other exclusively depending on your preference. 

 

As always, please do not hesitate to reach out to us with any questions or concerns.

 

Yours,

 

Mark Puleo

(He, Him, His)

Vice President of Client Services, NGP VAN

We're here to help.

Email us anytime at
[email protected]

NGP VAN
655 15th St NW #650
Washington, DC xxxxxx

ngpvan.com

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