NewOrg Review

NewOrg is a web-based data management system designed specifically to assist non-profit organizations, campaign leaders and volunteer communities. Capable of supporting multiple locations, programs, partnerships and funding sources, the program includes a wide range of integrated features built on a fully customizable and flexible framework. Client information management features detailed data capture and capture with a variety of reports. Collaboration is facilitated by secure volunteer portals, document management and centralized shared file storage, and the integrated email system allows template-based emails to be sent to exportable contact lists. Manage donations with quick data entry, graph-based reports and quick export options to leading third-party applications.

NEWORG – TUTORIAL

Let’s watch this video to understand how to create reports with this social services management software:

NEWORG – FEATURES

• Grant complex permissions for single user, department, role, etc.
• Acquire information in the office or remotely via any type of device
• Configure an unlimited number of programs
• Customize fields, forms, services, activities, surveys, testing tools
• Report on activities, demographics, achievements or anything else collected
• Flexible customization allows the management of multiple complex programs
• Archive files, forms and electronic signatures to eliminate paper-based processes
• Report on any information field
• Filter report matches based on any field
• Edit the underlying data with one click
• Detailed analysis of source records
• Group report fields on the fly, deleting multiple separate reports
• Group results broken down by age, means, etc.
• Reports include one-click bar and pie charts
• Summary and pivot tables
• Record the exact date, time and place of the visit in a reportable electronic control trail
• Geographic mapping to the customer’s location is included
• Capture specific notes and data points for the type of service provided
• Electronic signatures can be acquired
• Take a photograph of documents, customer,
• Earn redeemable miles based on staff member’s departure point and customer’s location; supports mileage tracking for multiple appointments on the same day
• All kinds of mobile devices can be accessed: Android, iPhone, Google phone, etc.
• Verify employee compliance with planned service plans and document the length of visits
• Each user has a personalized dashboard
• Use existing or custom reports to gather information for viewing
• View results at the staff, supervisor, or organization level.