Donor Manager Software

I'm looking for an easy way to plan a partnership development trip. I think it would be helpful to be able to define a region (temporarily) as "GA, SC, and NC" or whatever states I wanted to go to, and then print out a report of all the donors who live in those States. Okay, do you want to know my u...

Before I started with DM I had 2 Excel spreadsheets -- one with donors and one with our entire mailing list. I imported the donor list and have been working with it. Now I would like to add the rest of our contacts. I thought I could just import the information from the spreadsheet much like importi...

I'm pleased to see a screen where you can divide the country into regions. But I can't figure out what happens next. Where on the partners list is the region code indicated? And how can I generate a report of people by region?

John, Thanks for all your work on the WBT HTML files. In one note, you said, "If you do decide to post a month and something doesn't come out right, you can always clear a month and post the batch again once the next update comes out, though." Another place, you used the term "repost." How do I "cle...