Organizations


How does Kadince help manage community organizations?

The process of adding, maintaining, reviewing, and reporting on organizations can be a heavy burden. Let Kadince software do the heavy-lifting. Add organizations using forms. Automate review tasks and data adjustments with workflows. Stay informed through email notifications. Track donations and volunteers with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy reviewing all the good being done in your community…with Kadince.

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Reporting Features

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Report Builder

Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.


Sharing Reports

Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programing. Confidently share exam-ready reports with management or regulators.

Reports widget organizations 17ba082a77c46791acaec5eb9c6f8d3dabb74713bd50ddb24af92a76d895554c

Standard Features

Intranet Accessible Forms

Create new organizations internally with your intranet. Give employees a central place to add new organizations. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Custom Tasks

Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with an organization.

Website Accessible Forms

Allow organizations to complete their own profile form by adding a link on your website. Customize website accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Notifications

Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”

Automated Workflows

Route new organization submissions based on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.

Comment Thread

Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.

Review Process

Review organization details and attachments as needed to ensure accuracy. Create a process to review organizations regularly with review expiration dates.

Activity Log

Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments as well.

What people are saying about Kadince…

We use Kadince for Sponsorships, Donations, Volunteering and it has just made work a lot easier for the marketing department at Members First Credit Union. Members First Credit Union

Members First Credit Union

Rachel / Marketing Assistant
It’s very rare when a business partner can offer you a program that brings value and is an amazingly turnkey solution. I’m David Kreiman, Executive Vice President and Director of Marketing at Glenview State Bank and I love Kadince. Glenview State Bank

Glenview State Bank

David / EVP, Director of Marketing
Hi, I’m Kellie Swalles. I’m with CNB Bank in Pennsylvania. We started Kadince earlier this year with the Ad Management tool. I had a little concern going to a formal process since I had the convenience of getting something approved right away. But I love that it’s a linear process. All the comments are there. Everything’s out of my inbox and in Kadince. And I’ve actually had a lot employees come up to me and tell me they love Kadince. They love hitting that little button, that green button and sometimes the red button. We really like it and we actually had an audit just a couple months ago and it was the first time that we had Kadince for our audit and the Auditor loves it. I was able to plug him in and he just thought it was fabulous that he could go through and see everything and he actually said, “I really need to get all my banks on this.” So thank you for that, Thanks Kadince and we really appreciate it. CNB Bank

CNB Bank

Kellie / Marketing Specialist
We love Kadince. They’ve turned a very manual process into something so easy. We love the reporting features and they’re so responsive. NebraskaLand National Bank

NebraskaLand National Bank

Danielle / Vice President Marketing Director
Hello… I’m Ellie Reineck with River Valley Bank in Wausau, Wisconsin. And just to prove how much I love Kadince I actually have it up here in the background of this video. We were early adopters of this software package, we use all three modules. Community, Ad Management and the Marketing Request Module. We have our marketing firm also using it. It’s the way that we process all of our project management, it’s the way our company manages our volunteer hours. Were hoping to use the widgets through our website very soon to show the world how committed we are to community reinvestment. I’ve had two audits since using this, and I’ve been using it for two years, with flying colors. Absolutely no problems. I think regulators love to see that you have a process like what is built into Kadince. I can’t say enough good things about it. We’ll continue to use it. They can continue to make it better. And they’re great listeners. Plus I love the koala bear. Thanks! River Valley Bank

River Valley Bank

Ellie / Marketing and Public Relations Director
Hi this is Penny Gray with First Security Bank and Trust in North Central Iowa. And we’ve been partnering with Kadince since Kadince was born. We use it every single day with all of our deliverables. We also found that it was a big help in maintaining our corporate standards. All of our letters, deliverables of any kind go through Kadince. The people that love it the most besides marketing is our compliance area. Compliance for our organization is in a different building. In a different town for that matter. So they really do appreciate being able to review things without having to actually see a printed copy. So we intend to work with Kadince as long as they are here. Thanks! First Security Bank & Trust

First Security Bank & Trust

Penny / VP, Marketing

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