Ready-Made Solutions
The following applications and solutions are available upon request. For pricing, call 1-800-736-7425. Contact Support to get started!
Snapshot Services
Snapshot Services add historical data in monthly increments so you can provide analysis, charts, views, reports, and more to church leaders over any reporting period (monthly, quarterly, semi-annual, annual, and so on). The monthly increments cannot be customized at this time.
Snapshot services have a monthly fee for either or both, and installation includes:
- Participant Snapshot: A historical log of what your Participants were doing individually by month in terms of giving, serving, group life, and more.
- Donor Snapshot: A historical log of a Donor's direct and soft credit giving by month, including comparison data for prior periods.
Custom Routines/Notifications/Reports
- AskGenius Capital Campaign Export: Searches for Donors within User-set parameters and exports a file compatible for importing into AskGenius fundraising appeal software. There's a cost for one-time installation.
- Automatic Group Placement: Places Participants in Group Automatically when Group Inquiry field Placed is set to True. There's a cost for one-time installation.
- Automatic Publication Subscriptions: Subscribes Contacts to Publications based on Form responses, Parent Group, OR Group. Customer must determine which option they would like. There's a cost for a one-time installation.
- Background Checks Maintenance Routine: We will discuss parameters and deploy a nightly routine that removes Participants from groups when their background check expires, notify group leaders, and automatically request a new background check on those individuals. There's a cost for this routine as well as the Power Automate Setup. We will use Power Automate credentials that you provide to configure the MP Power Automate connector.
- Create Milestones, Attributes, and Responses from Form Responses: Configure your MP Instance to take action based on answers submitted through Form Responses. We will deploy schema and a night routine for Form Response Answers to create Participant Milestones, Contact Attributes, and Opportunity Responses based on specific answers to specific Form Fields. Once deployed, Form Fields, Milestones to Add, and Opportunities to Add can be configured to meet your church-specific automation needs. There's a cost for this.
- Form Response Answer Email: Sends an email to the Form's Primary Contact with the answers provided by a Form response. Adds a field to the Forms table and a Process that triggers when a Form Response is submitted for a Form that has the field set to true. There's a cost for a one-time installation.
- Form Response Field Mapping: Automatically update records based on answers submitted through Form Responses. We will add a Field Mapping table to your MP Instance that allows you to configure specific updates to happen when answers are provided in a Form Field. All potential data changes are presented to the user for approval and will be updated in a nightly routine once approved. This solution can update all or some of the following data points: Contact Attributes, email addresses, mobile phone numbers, date of birth, school, graduation year, occupation, gender, marital status, anniversary date, allergies, and medical concerns. It will not create Contact records. Any additional data points will be handled as an additional customization subject to the hourly rate. There's a cost for this.
- Grief Notifications: Daily reminder email sent to the Group Leaders of the Grief Care Groups to do a 3-month, 6-month, and 12-month grief follow-up. There's a base cost for this.
- Ministry Answers: Regularly capture and store important data, enabling you to analyze trends and gain insights into your ministry's performance over time. This includes options for data summarization and visualization in tools like Power BI or Excel. There's a base cost for this.
- Power Automate Consulting: Purchase two hours of screen sharing with a PS tech. As you navigate Power Automate, the PS Tech can assist with brainstorming, configuring, and troubleshooting flows to meet your ministry automation needs. There's a cost for this. Available to Dedicated instances only; if you have a Shared instance and want to use Power Automate, you can request a change to Dedicated.
- Power Automate Flow Engineering: We will provide three hours to use towards solution engineering and documenting Power Automate Flows. The MP Connector must be set up on your Power Automate Environment, and you must provide us with credentials to a Power Automate licensed user that is not used for another specific Microsoft Office user. There's a cost for this. Available to Dedicated instances only; if you have a Shared instance and want to use Power Automate, you can request a change to Dedicated.
- Salutation & Mailing Name Solution: Calculate eight different name formats for Mailing Names and Salutations with church-specific rules. Store these names on the Contact record to be used in reports, six of which will be updated as part of this package. Includes schema installation, routine, and reports. There's a cost for this.
Exports
- Journal Entry Export for Financial Edge by Blackbaud: There's a cost for one-time installation for Deposit and Payment exports.
- Journal Entry Export for ACS Financials: There's a cost for one-time installation for Deposit export.
- Journal Entry Export for ShelbyNext: There's a cost for one-time installation for Deposit and Payment exports.
- Journal Entry Export for Intacct by Sage: There's a cost for one-time installation for Deposit and Payment exports.
- Journal Entry Export for Fund E-Z: There's a cost for one-time installation for Deposit and Payment exports.
Looking for a Journal Entry Export for Realm Accounting or PDS Ledger? Give us a shout by opening a Support case. We might be able to hook you up, because, you know, we know someone on the inside!
Note: As-is applications, custom routines/notifications, and custom reports typically have a fixed installation cost. Any research into issues with these items after installation will be billed at our normal professional services rate. Changes or customizations to these solutions will be billed at our normal professional services rate, require a quote, and are subject to availability. These solutions may be replaced with similar, supported solutions at a future date.