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Neon CRM Monthly Release: November 2023


November 21, 2023
3 p.m.

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


60 minutes




Join our leading product experts each month for an opportunity to stay at the forefront of Neon CRM’s innovation journey!  

Spend the hour with us to discover the latest improvements and newest features released in your Neon CRM system. We will discuss the importance of the new enhancements and features and then dive into Neon CRM to show you where the new tools live and how to use them. 

With November’s release, you’ll be able to add configurable tax deductibility amount fields to donations, memberships, and store transactions. Give your donors thorough documentation of their donation and give your organization peace of mind with proper tracking and management of your tax-deductible contributions. 

For Canadian organizations, we will be updating the CRA module to support future enhancements. Canadian organizations can expect functionality improvements to CRA automation, and additional formatting options for CRA receipting.

While these are the larger improvements for November, we have a few other Neon CRM updates to fill you in on.

We look forward to seeing you on the 21st!