Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
Create and customize event invitations with RSVP options. Access event details like date, time, location, and agenda. Share photos and videos in a gallery. Participate in social games and leaderboards. Vote in polls and receive real-time updates.
Create professional documents, presentations, and spreadsheets
Create professional documents, presentations, and spreadsheets with ready-made templates and design elements. Edit text, formatting, and layouts. Insert charts, tables, and graphics. Customize templates for business, education, or marketing purposes.
View paystubs and time cards. Access health and flex benefits accounts. Request and approve time off. Submit and approve expense reports. Securely store and share passwords. Access teammates’ contact information.
Manage silent auctions with real-time bidding, track donations, and process payments via Square. View bidder histories, set bid increments, and export reports. Integrate with desktop software for synchronized event management.
View account balances and transaction history. Pay bills and transfer funds between accounts. Deposit checks via photo. Access cleared check copies and branch locations. Use Touch ID for login.
Create professional presentations with ready-made slides, templates, diagrams, charts, infographics, themes, icons, and graphics. Edit and customize slides, add visuals, and apply design elements directly within .
Manage team projects and individual tasks with task creation, deadline setting, and progress tracking. Assign tasks, set priorities, and receive notifications. Collaborate in real-time with team members and share files.
Create group payments by setting up collections instantly. Share links or texts to collect funds without requiring accounts. Track contributions in real-time and manage multiple groups simultaneously.
Manage operations with real-time order notifications, product updates, customer information, and shipping label printing. Create and track invoices, send them, and monitor payments. Accept secure in-person payments using mobile payment solutions.
Create tickets, process payments, manage attendance
Create and sell event tickets with general admission or reserved seating. Set prices, manage capacities, and apply discount codes. Accept payments via Stripe or receive monthly check payouts. Scan QR codes for instant check-in and control access.
Create and share visual notes with freeform drawing, typing, and handwriting. Add sticky notes, notes grid, and diagrams. Collaborate in real-time with teams. Export boards and integrate with 365.
The app provides a secure way to access retirement plan information. Users can view account details, contributions, investments, and rates of return from their mobile device.