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Neon CRM Monthly Release: December 2023

Date/Time

December 19, 2023
3-4 p.m. ET
Online

Hosted By

Anna Van Cleef headshot
Anna Van Cleef
Director of Product Management
Laura Block headshot
Laura Block
Product Owner, Neon CRM
Sam Nyland headshot
Sam Nyland
Product Marketing Manager

DURATION

1 hour

RESOURCES

Slides

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Join our leading product experts as we wrap up the year to discover the latest improvements and newest features released in your Neon CRM system. 

We have some new Year-End Toolkit Receipt Templates to show off and an enhanced New Donor Welcome Series that will help you cultivate generosity and deepen connections with your supporters through our carefully crafted email subject lines.  

Neon CRM now supports configurable tax deductibility, and with this month’s release you can experience the convenience of tax deductibility fields in reports, campaign emails, and letters. You will also find tax-deductible amounts available in the Constituent Login Portal and via the Import Manager, and you will now be able to add tax deductibility summary fields for Event Registration. 

As we continue to update the CRA module for our Canadian clients, this release includes the new CRA Annual Consolidated Receipt and an Additional Section to List page, providing improved functionality for your CRA receipts in Neon CRM.

That’s not all! There are a few exciting event enhancements in this month’s release as well, offering the flexibility to save your event at any stage during the setup process and the time-saving ability to ‘Copy an Event.’ 

Join us on the 19th to make the most of these powerful features to elevate your year-end engagement and beyond.