Donor Manager Software

Noted.

I am on the road this week but will check this when I get back home next Wednesday.

Take a look at the "possibly lost donors" screen (I think that is what it is called).

This is a handy way to identify those who have pledged support, but have not given recently.

It has a number of filtering options to help you "drill down" the group of greatest interest to you.

Well, actually, you should not have to tell it to create a template. It should do it "on the fly" during the first run. But, apparently that didn't work in your case, and I'll double check the coding for that routine to see if there is a problem in there. But, this little option on the /Tools menu i...

Thanks for asking. DM 6 is supposed to create an envelope template as needed. If it doesn't then that sounds like a bug I need to fix. But you can create an envelope template on demand. There is an option on the pull down tools menu at the very top of the screen (File / Edit / Tools) that says somet...

If it is rounding on the monthly giving report, then that is bug, and I will look into it. Likewise, after you enter the gift, is *should* be showing the amount with cents, but it does not. It does record the cents in the db, and the cents should be reflected on that screen. I'll update that. Thanks...

Good questions! And the answer is, "It depends on how you are doing contribution entry." If you are entering a contribution directly into to the "giving history" grid on the partner detail records, you are correct. You cannot enter cents here. However, if you use the "Manual Gift Entry" screen (Gift...

I'll be glad to take a look at this for you.

Organizations often adjust their giving statements and that requires an adjustment in the DM gift importer.

Send me the two *.txt files and I'll take a look.

john@donormanager.com

No need to send the pdf ... DM can't read pdfs.

Here's how. Go to any partner details screen. Click on the "Touches" tab. On the right you will see a button title "Apply Touch to Many." That pulls up a screen where you can use the same filter for your prayer letter merge. That should do it. Now, I just tested it and it seems like the touch doesn'...

OK. That sound you hear is me scratching my head.

Let's schedule a remote access session and we can try to troubleshoot this together.

I'd love to get to the bottom of this.

I'll email you and we can try to schedule a time.

OK. Let's move on to the next idea. Try disabling your anti-virus temporarily. I've seen some cases where an anti-virus program stops DM from running because it fails their "reputation" test. I've seen Avast and Norton (in particular) be very aggressive here. So, disable your AV temporarily and then...

Out of curiosity, what folder do you have the program installed in? If it is installed in c:\program files\etc... that might explain this. (DM just won't run in c:\program files...). It will run about anywhere else, but it doesn't place nicely with how Windows 7+ handles Virtual Data Stores. (Actual...

Terry, Sorry you are running into problems here. C005 errors are very rare, and generally mean some type of internal memory corruption. I have seen it when an index file gets messed up. So, try this. Zip up your c:\donor6\data folder and email it to me at john@donormanager.com I'll install your data...

Thanks for your patience. I took a look at this on my computer, and it seems to be working OK. (using DM 6.01 build 122). If you are running the latest version and are not seeing your reminders, send me an email at john@donormanager.com. I may have you send me a pack and go file so I can see what yo...

That's a super idea ... but I'm not sure I can pull it off. Facebook is really tight (for privacy reasons) on how they allow external apps to access "Friend" data ... and the access is somewhat limited to what types of programs they allow to get at that data. But I do indeed like that idea ... I'm j...

Sorry you ran into a problem here. Let me research this a bit and get back to you. There was a problem with the reminders screen, but I thought that I had fixed it. The reminder data comes from the same data as the "touches." So, if the "touches" made the transition from DM 5-> DM 6, then the remind...