Filters and Segments

Segments

  • Customized list based on your filter requirements, the columns you want to include, “group by” and sorting
  • Segments can be public (shared with your team) or private
  • Segments can be exported directly to Excel

Documents

  • Design your document in Microsoft Word, then drop in fields to merge from CoolFocus
  • Includes TABLE MERGES TOO! (Nobody else offers this feature. Period.)
  • Unlimited documents can be designed and uploaded
  • Customize built-in Documents such as Giving Statements and Gift Receipts to meet the needs of your affiliate or create your own custom Documents.
  • Attach Documents to Clients, Donors, and Volunteers for future reference.

Reports

  • Includes standard reports, and includes graphing capabilities! Also supports CUSTOM reports (initially built by WayCool support team for you)
  • Run and print built-in reports.

Schedula a Demo

"*" indicates required fields

Type of Organization*