Donor Manager Software

On the other hand, you should follow-up on gifts that come in marked "One-Time Gift". Last week, I called to gently inquire about such a gift. It turns out that my partner had gotten a bonus from work and wanted to share with us. From their point-of-view, this was a "once-per-year" type gift. This p...

It would also be nice to have a little more characters in the Event field. For families, I like to put the name of the family member, followed by the event: "Robert Graduation". Right now that doesn't fit. (I guess I could just put the person in the comments, too.) I've tried something different th...

Under "Support Development", "Special Days" I have several blank records that show up at the top of the list. I found out that these are real records that just have no data. Here's what causes the problem: Open a partner's details and look at the "Special Days" tab. Click "Add Event". Exit the partn...

Looks like the "Relationships" tab has since been renamed as "Support Development". It would be nice to have a year field, but it's OK to put the year in the comments. This helps me calculate ages when a birthday comes up. That way I can send an appropriate card on the "big" birthdays (40, 50, 60, a...

I've just gotten bit by this bug again. DM 5.39.05. Actually, it happens quite frequently. I don't really want to keep all my notes in a separate file, but this bug makes the Notes field extremely unreliable. A couple ideas: Could you "lock down" the Notes field and require a button click to unlock ...

I have partners throughout the USA, so I often have to deal with time zone issues, especially when making phone calls. This is good, because I can call California at 11 PM my time and it's only 8 PM there. This allows me to extend my phone calling into night hours when the kids are asleep. However, ...

I've often wanted to jump to a church from an individual's record. Could this be another button next to the church "Link" button? Also, I often want to jump to the pastor's individual record from the church record. Could this be a button next to the "Pastor Info" field? (Probably harder, since this ...

Two things I'd like to see with partner photos: Multiple photos per partner. Entry textbox for a tag line for each photo. Of course, I realize it would be more like a photo gallery at this point. So, alternatively, do you have any suggestions for a way to use/link a photo gallery program in with DM?

I am having problems with updating my Unthanked Gifts Report. When I mark my manual Contribution Listings by Month as Thanked, the report does not update. When I click 'Mark all as Thanked' on the individual Partner Detail Contribution History, then it marks all items as thanked for all contributor...

Since reading this, I have followed your recommendation. I generally only say "Special Gift" even when replying to questions about "One-Time Gifts." However, one warning: Some people really mean it when they indicate that a gift is a "one-time gift." Be careful when approaching these people for furt...

There seem to be three separate issues here: Thanking from the Giving Review tab should definitely create a Touch record. If it's not working, then John M's going to have to answer that. Address changes made during Gift Import (and review) should create a More Info record. When you manually change a...

Ever thought about having a summary view or "dashboard" at startup? It might be something as small as a portion of the main menu, containing--oh, maybe--follow-up reminders that are due today. It could be as grandiose as a customizable, drag-n-drop enabled "portal" into your DM data. A couple ideas ...

Yet another idea. :idea: Hope I'm not swamping you with feature requests! :wink: This one is related to the idea for more checkboxes that some have mentioned. Rather than coding more checkboxes, how about making a way to Custom Filter by a Touch or something in More Info? For example, say I have sev...

I've been using the term "REMOVEDRECORD" as a partner type. I'm planning to delete them after my next backup. If I need them in the future, I'll restore the backup. (I'm actually using Pack-and-Go files for my backup.) The main idea I think is that these records don't show up unless you really want ...

I use these "Type" values: MEET - when I meet with someone personally to talk about ministry PRESENT - large-group presentations, usually VISIT - when I go to someone's house or church to visit, but not necessarily talk about our ministry PHONE - phone call or attempt EMAIL - summary of email to/fro...