Donor Manager Software

Hi Kevin,

Thanks for your good question.

Unfortunately, we're limited to the search functionality in the forum software.

However, you can use Google to search the forum.

Go to Google, and put this in the search box:

site:donormanager.com/forum wbt import

That should help!

John

Hello, Elspeth, Thanks for your question. Let me see if I understand your question. Each church in your system will have it's own master partner record. Find the church that you want to change the name of and change it there, first. Now, the reference to that church name, and the church name are als...

Hey Ben,

It is still in version 6. Use the drop-down "Tools" menu (File / Edit / Reports / Tools) ... it's there in the list, about the same place as it was in Dm 5.

Sorry to be slow answering this question. I didn't get a notification from the Forum. When Mac upgraded MacOS to Catalina, they dropped some files that WINE needed to make Donor Manager run. So, we need to switch to using Crossover from CodeWeavers to run DM (and it runs great!) Crossover is a comme...

Hi Michael, Sorry you are running into problems here. Here are a few things to try: First of all, make a backup of your data. A "Pack and Go" file is handy for this. Next be sure you have the latest version of the program (currently 6.28.xx). Next, go to E-Mail -> Refresh E-Mail addresses See if tha...

Good question. The program does not keep track of the date an entry was first made, and it also does not keep track of when a record is updated. So, the answer to your question is basically "no ... it can't do that." But, if your goal is to update your Mail Chimp data, then you can try this. If you ...

Vance,

Try this.

Settings -> Report printing options -> Use advanced report previewed -> No (uncheck it)

Then quit and restart the program.

Try a report now and see if that makes a difference.

I replied to your email, but if you can get your office to generate a csv file, I can make a gift importer. (And would love to for CEF ... I'm a huge fan). Basically DM is looking for gift information that fits the pattern of this file: http://donormanager.com/docs/DM-Gift-Import-Schema.pdf What the...

Great.

I'm glad to hear that it has resolved itself.

Hi Joe, Sorry that you are having problems here. What folder are you trying to install to? If it is c:\program files\ or (anything under that), DM does not run there. It's a problem I'm working on. Try installing into c:\donor6 or c:\users\<your name>\donor6 to see if that makes a difference. Keep m...

Hi Norm, First of all, congratulations on the new computer. Here's my guess as to the problem. Your new computer probably has higher resolution screen than the previous computer, and the advanced report previewer that I use can't handle that higher resolution. So, try this. Go to Settings -> Report ...

Let me add a bit to this conversation. First of all, be sure you have the latest DM (6.27.01 at this time). This fixes a bug that sometimes occured in previous versions that caused this behavlor. If it still continues, there is an option on the Tools menu to "Refresh email and social addresses" (or ...

Hi Kevin,

I've not seen this problem before.

First of all, try doing a reindex (on the drop down "Tools" menu). Sometimes that clears up things like this.

Otherwise, make a "Pack and Go" file so I can test with your data.

Thanks for your post.

This was caused by a bad upload of a recent DM installer which caused the file you downloaded to be confusing to Windows.

And, indeed, the file had an error so was not considered a valid install file.

I'm pretty sure this has been fixed in the latest update.

Hi Dan,

Interesting problem, and I've not seen this before.

Do let me encourage you, however, to upgrade your DM to the DM 6 series.

Lots of new reports and features in that version, and I'll be glad to help if you get stuck.