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
Search found 737 matches
- Thu Dec 16, 2021 7:05 pm
- Forum: Donor Manager Discussion
- Topic: Is it possible to increase the forum search functionality?
- Replies: 1
- Views: 15844
- Mon Feb 01, 2021 9:29 am
- Forum: Installation Questions
- Topic: changing church name
- Replies: 1
- Views: 17759
Re: changing church name
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...
- Wed Dec 16, 2020 1:00 am
- Forum: New Feature Requests
- Topic: Merge Donor Records
- Replies: 4
- Views: 18494
Re: Merge Donor Records
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.
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.
- Mon Dec 14, 2020 10:39 pm
- Forum: Installation Questions
- Topic: "Prefix Creation Aborted" error when installing on MAC
- Replies: 1
- Views: 12582
Re: "Prefix Creation Aborted" error when installing on MAC
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...
- Fri Feb 15, 2019 9:28 pm
- Forum: Bug Reports
- Topic: Vanishing email addresses
- Replies: 1
- Views: 13984
Re: Vanishing email addresses
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...
- Wed Jan 02, 2019 2:16 pm
- Forum: Donor Manager Discussion
- Topic: Sort or filter contacts by date of first entry
- Replies: 1
- Views: 25202
Re: Sort or filter contacts by date of first entry
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 ...
- Mon Dec 31, 2018 8:55 pm
- Forum: Favorite Tips from Users
- Topic: Report margins
- Replies: 7
- Views: 50414
Re: Report margins
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.
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.
- Tue Nov 20, 2018 5:27 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47663
Re: How to setup an excel file to import into DM?
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...
- Mon Oct 22, 2018 6:41 pm
- Forum: Installation Questions
- Topic: not installing properly under Windows 10 64 bit
- Replies: 5
- Views: 20668
Re: not installing properly under Windows 10 64 bit
Great.
I'm glad to hear that it has resolved itself.
I'm glad to hear that it has resolved itself.
- Mon Oct 22, 2018 10:12 am
- Forum: Installation Questions
- Topic: not installing properly under Windows 10 64 bit
- Replies: 5
- Views: 20668
Re: not installing properly under Windows 10 64 bit
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...
- Sun Sep 02, 2018 2:20 am
- Forum: Bug Reports
- Topic: 12 month giving summary
- Replies: 1
- Views: 14537
Re: 12 month giving summary
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 ...
- Thu Aug 23, 2018 8:05 am
- Forum: Frequently Asked Questions
- Topic: Deleted email addresses still appearing in batches
- Replies: 4
- Views: 21344
Re: Deleted email addresses still appearing in batches
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 ...
- Thu Feb 08, 2018 1:38 pm
- Forum: Bug Reports
- Topic: Cannot manually enter gifts
- Replies: 1
- Views: 15059
Re: Cannot manually enter gifts
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.
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.
- Sun Dec 03, 2017 2:59 pm
- Forum: Installation Questions
- Topic: Windows 10 Pro, 64-bit, Build 1703
- Replies: 1
- Views: 14325
Re: Windows 10 Pro, 64-bit, Build 1703
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.
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.
- Sun Dec 03, 2017 2:43 pm
- Forum: Bug Reports
- Topic: DM 5.84 on Win 10 - state abbreviations being changed
- Replies: 2
- Views: 16265
Re: DM 5.84 on Win 10 - state abbreviations being changed
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.
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.