MPDX has updated to Okta from the current Key/Relay sign-in effective Tuesday August 31, 2021. This shift includes the web, iOS and Android platforms (though there may be a slight delay for the iOS and Android mobile apps). The reason for this change is to increase the security of your data in MPDX and to …
Release Notes: Sign-in Upgrade to Okta from Key/Relay Read More »
MPDX has added a new Notification: “Partner received a new address from the donation system.” To find and set your preferences concerning this notification: Go to Settings (the gear icon in the top right corner of the navigation bar) Choose Notifications from the dropdown or side menu Scroll to the “Partner received a new address …
MPDX has made a slight change to the behavior of when we change a Contact’s Primary Address. Before, MPDX would overwrite the selected Primary Address when the existing Primary Address was: from the donation system you DID NOT mark the donation system Primary Address as “no longer valid.” Now, MPDX will only overwrite the Primary …
Release Notes: Slight Correction in Setting a Primary Address Read More »
There is now a way for people being coached using the MPDX Coaching Feature to let their MPD Coach know personalized information about how they are doing each week. If you are being coached and want to fill out this report, it can be found within the Dashboard tab under the Weekly Activity section. A …
Release Notes: MPDX Coaching Weekly Report Questions Added Read More »
We’ve made some adjustments to make the process of logging tasks in MPDX easier. We have also added the ability to log a contact-specific task from the Contacts tab. The process of logging a task is the same, but when the modal appears, you will see a simplified view: Clicking “Show More” will give you …
New Monthly Goal Thermometer The new thermometer is re-designed so that you can gauge your personal MPD “health” at a glance. There are 4 key metrics: your Goal, Gifts Started, Commitments, and Below Goal with the key percentages and amounts discretely displayed below the thermometer graphic. There is also a link to access a list …
The MPDX team has developed a way to hide contact information that isn’t up to date to make the accurate contact information for each ministry partner more readily visible. To simplify what you see for a ministry partner with multiple email addresses and phone numbers, go to the “People” tab on their contact page in …
Release Notes: Hiding Invalid Contact Information Read More »
For staff who act as a “Coach” using MPDX Coaching, MPDX has added the ability to remove your own Coaching Access. First, go to the “Coaching” tab in the top Navigation Bar to see the full list of “Staff You Coach.” Look for the Staff person or people for whom you no longer need Coaching …
Release Notes: Coaches using MPDX Coaching can remove their own Coaching Access Read More »
All-new Navigation Today we are pushing a significant update to our navigation menu. This will help you to quickly get to the pages you need to see simply by hovering over the menu to see a sub-menu. You’ll also see a badge for any pages with notifications so you can get a glimpse of what …
Release Notes: All-new Navigation, Omnisearch and Give Site Connection Read More »
Responsibility Center Reports If your organization has financial data available for you in DonorHub or NetSuite you’ll see a new Responsibility Centers report. This report will give you an overview of RCs you have access to and their balances. For RCs you’ve selected as active you’ll also see a 13-month graph showing your balance history. …
Release Notes: Responsibility Centers, Tag Histories and New Notifications Read More »