Comparison of features

The New Admire vs Old Admire

If you are an existing Admire user it is important to be aware that there are various differences in how The New Admire handles things versus how you are used to handling it in the old Admire.  It is advisable to learn about these variations by reading the relevant articles and/or by scheduling a training session with your consultant.  Setting up your new Admire correctly will ensure an enhanced Admire experience!

Data Organization

While the old Admire featured: Associations, Master Flags and notes, The New Admire boasts more streamlined and targeted options for Organizing Data.

• While in the old Admire you might have many associations, in the New Admire, Associations are used sparingly similar to the Master Flags in old Admire.

• Custom Fields are the new way to go.  They are easy to set up - see Custom Fields: Step-by-Step Guide. Custom Fields can be placed on the account, payment or pledge level and have various different setup options like a checkbox or a dropdown list.  You can filter for them, and have them display on reports as well!

Letters

The whole concept of donor correspondence such as sending statements and receipts has been reconstructed.  Admire Letters makes it super easy to create your templates plus it automates the entire delivery process!

• Simply set up the Letters Templates & Settings according to your organizations needs for each of the Letters types. Then all the documents such as receipts and invoices will generate like magic!

• Add Exceptions to your settings so that documents are not created for certain Campaigns/ Campaign Groups/amounts.

• There are Delivery options you can choose from.  Letters set for email will be emailed out automatically while those marked to print will be sent to the Print Queue where you can easily download and print them.  Do not worry you can easily manually print out or send documents as well!

• For many Letters you have the option of setting up a Review process, where a selected user must review the documentation before it gets sent out.  Additionally, the reviewer can add a personalized message.

Entities

The new Admire introduces a new concept called Entities.  This allows you to properly keep track of your contacts and the Business, Donor Advised Funds or Foundations they are associated with, along with sending receipts and/or payment acknowledgement to the proper parties.  While in the old Admire you may have made business accounts or business addresses, the new Admire offers you this much more efficient tool.

• An Entity is the place in the new Admire where you would store all the institution information stored on the old Admire in a business account or business/work address.  Now you will store all that under the Entity and link the Entity to the appropriate accounts.

• Here is your Entities: Step-by-Step Guide.