We've Updated Our Terms of Service

To better service our community of SAM clients, we've updated our Terms of Service and privacy policy.

These terms apply to everyone in your organization who uses SAM.  Since we know you're busy, we've summarized the key changes below. This summary is not exhaustive, so we encourage you to review the full terms of service here on our website.

Key Changes:

  • Support Level Clarification
    We've updated our support section to clarify free and paid support levels. Free support includes answers to general questions about SAM features and their setup, as well as bug reporting and repair of software defects. The paid support level is billed at $95/hour with a 15 minute minimum, or via a support pack purchased by your organization. 
     
  • Scope of Support
    We've outlined issues that fall outside our scope of support, such as third-party software and any code not added to your system by an InReach Solutions employee.
     
  • Removal of Security Section
    We've removed the security section from the Terms of Service as most of it was a repeat of the Data & Privacy section. Security features can be found on our website's Security page.

If you have questions or concerns, please reach out to us via the "Support" link in your SAM.

Introducing SAM 8.02

Our latest and greatest SAM version is currently being released to clients.

This new version includes two new features and substancial improvements to our Donor and Volunteer modules.


Entity Conversion

Use existing information to create new records!

Entity Overhaul allows you to convert an exiting record into another type and share information between them.

For example, a Donor record can be converted to a Family record - when contact information is updated on the Donor record, it is also updated on the connected Family record. Pretty neat! See our help guide to learn more.


Form Stats

Instant insight and organization for multi-record forms

Like report stats, form stats allow you to quickly sort and filter entries on a multi record form by field criteria. For example, with a form stat you can quickly see how many client communications were in person vs over the phone, or how many therapy sessions have been paid vs unpaid.


Other changes include:

  • Donor and Volunteer improvements - Record cleanup, navigating to donor / volunteer records from a report as opposed to their Person Record
  • Tab Management  - Control the names/colors of your SAM Tabs via Settings > Misc Advanced System Settings
  • Form Stats - Ability similar to Report Stats in Forms
  • Multi Record Forms - Now show the top 20 records by default so the page loads faster
  • Security improvements to Public Forms Auto-Match Criteria
  • WYSIWYG field on Public Forms
  • Child Sibling Forms Improvements - Forms can be customized to pull other child fields
  • Ability to show a custom message on the SAM Login page (in Configuration settings)
  • Quick Search - option to include additional fields (like Person Type, when searching for a particular entity type)
  • Photos on Templates - Use the "Photo for Templates" field on the Main Entity Tables
  • Alert when leaving an Add/Edit form without saving the changes
  • Fixes for various bugs and errors

If you have questions or concerns about this release, please reach out to us via the "Support" link in your SAM.