Exciting Enhancements Coming Early November

We're excited to announce the next set of updates that are coming in early November!  The enhancements are mainly focused on animal intakes, outcomes, reporting and general usability of our Management interface.

As always, our work is focused on helping our partner rescues and shelters to work more effectively.  If you have suggestions for new services or enhancements, please contact us!

The updates will include dozens of new features and enhancements; the major ones include:

Dashboard *

We're introducing a new Dashboard to the Manage interface.  The Dashboard will include links to the most frequently used pages like Animals and Contacts.  The Dashboard will also include links to the User Guide and Support, and to the Message Center.  We'll be enhancing the Dashboard in the near future to include a lot more time saving features!

Menu Updates *

We've rearranged the Manage menu to make things a little easier to find.  Reports will now be it's own menu item.

Animal Add/Edit Single and Double Column Pages *

The animal add and edit pages now have a single-column layout.  The default is the double-column layout, but if you find it easier to look up-and-down without also finding fields right-to-left you can switch to the single-column layout.

Animal Intakes *

Tracking animal intakes will allow you to record and report on information specifically related to the origin and condition of the animal when they entered the care of your organization.  The Intake will record when the animal was received, how/why (stray, surrender, etc), who the animal was received from, and the animal's condition (healthy, treatable, etc).

Although you are not required to add an Intake when adding an animal, we will strongly encourage the use of Intakes for complete and accurate reporting.

Animal Outcomes *

Tracking animal outcomes will allow you to record and report on information specifically related to the disposition and condition of the animal when they exited the care of your organization.  The Outcome will record when the animal left your organization, how/why (adoption, return to owner, etc), who the animal was released to, and the animal's condition (healthy, treatable, etc).

Although you are not required to add an Outcome when an animal leaves your organization, we will strongly encourage the use of Outcomes for complete and accurate reporting.

Contact Types

Contacts are now organized by type, including: Individual/Family, Company and Rescue/Shelter.  Contacts added to the Rescue/Shelter contact group will automatically be set to the Rescue/Shelter contact type.  Certain drop downs will show contacts from different types, like Animal Transfer To will show only the Rescue/Shelter type.

Anonymous Contact

Each organization can now select an Anonymous contact for things like Intakes, Donations, etc.

Advanced Datatables *

All of the major datatables (like Animals, Contacts, Donations, Adoptions, etc) will now allow you to display fields, filter and sort by any field across related data types.  For example, on the Animals datatable you could display, filter or sort by any related animal data like Foster, Adopter, Location, Colony, etc.  Currently you can only work with the fields directly on Animals.

Shared Custom Views *

You'll now be able to share your custom views so that other people in your organization can use the same custom view.

Advanced Reporting *

You'll now be able to create a custom report on any data in our system.  This means you can create a custom report on Adoptions, and similar to the enhancements to the Datatables, you'll now be able to include fields from any related data types (like Adopter, Foster, etc).

Shared Custom Reports *

When you create a custom report you'll be able to share the report so that other people in your organization can use the same custom report.

Asilomar Reporting *

By using the data provided in the Animal Intakes and Animal Outcomes, an Asilomar Advanced Statistics report can be generated for any date range.

 

Items noted with an asterisk * are only available in our Management interface.

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