Preconfigured exclusion rules added to Exclusion Rules tab
Custom exclusion rules are incredibly helpful for managing data flow in 360MatchPro. But not all situations should require setting up complicated custom exclusion rules. In this release, we’ve added a section in the Exclusion Rules tab for preconfigured exclusions. These options represent common scenarios faced by many organizations using 360MatchPro and they can be tuned on or off with a single click.
Administrative matching gift program information added to Donations tab modal
Some information about a company’s matching gift program is more useful for nonprofits and schools than donors – like information about distribution schedules or designation restrictions. To make this information accessible to the organizations using 360MatchPro, we have added it to the company program view within 360MatchPro. Simply select the blue company name link in the Company column in the Donations tab to initialize the modal, then scroll to the bottom to the Administrative Guidelines section.
Search for partner name in Source column
We recently added Source as a column in the Donations tab. This column makes it easy to tell where any donation came from, whether an integration partner platform, a CSV import, or anywhere else. With the latest release, organizations can now use the Search field in the Donations tab to find gifts that came from an integration partner platform. This enhancement allows organizations to find exactly which donations came from a particular platform.