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AI Field Prompts
AIGenerate, summarize, classify, or extract information directly within event fields. Administrators can configure prompts around specific workflows and control which record details inform the response.
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Flexible Reporting
NewOrg offers customizable field-based reports that make data management simple and efficient. Staff can create line graphs, target-oriented visuals, pie charts, and bar graphs in just a few clicks. Reports track grant performance, fund utilization, compliance, client services, and program outcomes. giving leadership the insights needed to make informed decisions and respond quickly to funder requests. Multiple export formats ensure easy integration into workflows.
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Faceheet & Shortcut Icons
Introducing two enhancements to streamline navigation and reduce data entry time. The Facesheet, a quick-loading summary view, allows users to see and modify all fields in a contact record from a single screen, eliminating multiple tab clicks. Direct Tab Access Icons enable fast navigation from contact lookup to key data areas, further improving efficiency. -
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Dynamic Dashboards
Each user can create custom dashboards displaying frequently used reports. In addition, common dashboards can be deployed for all staff, user types or departments. View organization-level data via tables, pie charts, and bar charts with mouse-over details. Easily set targets to evaluate performance. Users can generate and expand reports for different periods, offering a snapshot of key information to enhance accessibility and efficiency.
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Document Management
NewOrg allows users to upload or scan documents directly, storing them in a company directory to prevent form modifications. Documents can be managed within contact or client records and linked to events or services. The system tracks intake workflow and missing files, with HIPAA, PIPEDA, and GDPR-compliant user permissions for secure access, including from an external web portal. -
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Mass Communication
NewOrg enables precise mailing list segmentation from any report, with customizable mail merge templates for personalized communication. Send via email or SMS based on user or contact preference. It supports scheduled and automatic sending, with metrics for opens, bounces, clicks, forwards, and unsubscribes. Lists can be instantly exported or printed for physical mail, and double opt-in options ensure compliance and engagement.
- Online Surveys
- Forms, E-Signatures, & Mobile Devices
- Timesheets & Activity Calendars
- E-Verification & Fraud
- Geographic Perimeter Security
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Online Surveys
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Online Surveys
NewOrg offers anonymous or secured surveys with various question types for a customized experience. Embedded email links capture responses directly into records, streamlining pre/post-testing and intake. The platform supports satisfaction surveys and detailed analysis, with exportable results for further analysis or sharing with funders, validating organizational effectiveness. -
Forms, E-Signatures, & Mobile Devices
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Forms, E-Signatures, & Mobile Devices
Ready to go paperless? NewOrg helps migrate critical forms online, supports electronic signatures from all stakeholders, and allows multi-page applications with document uploads. Forms can be customized and completed on any touchscreen device, adhering to HIPAA, PIPEDA, and GDPR security standards. -
Timesheets & Activity Calendars
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Timesheets & Activity Calendars
The NewOrg Management System centralizes data with a user-friendly calendar and customizable fields. It streamlines scheduling, supports HIPAA, PIPEDA, and GDPR compliance, and features filtering, calendar syncing, reminders, multi-staff/client events, time tracking, EVV, and online reservations for efficient time management and accurate reporting. -
E-Verification & Fraud
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E-Verification & Fraud
NewOrg's flexible system integrates Electronic Visit Verification (EVV) for non-profits, providing electronic audit trails, geo-mapping, e-signatures, and mileage tracking on all mobile devices. It ensures compliance with state and funder mandates automatically, maintaining workflows efficiently.
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Geographic Perimeter Security
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Geographic Perimeter Security
NewOrg's robust security framework, compliant with HIPAA, PIPEDA, and GDPR, addresses continuous vulnerability probing with geographical access restrictions to protect critical assets. This approach controls access by country, monitors traffic origins, and allows IP blocking or white-listing. We prioritize protecting partner information and continually update protocols to mitigate evolving threats.
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