Search found 737 matches
- Thu May 14, 2015 10:09 pm
- Forum: Bug Reports
- Topic: Error Importing Gifts from WBT HTML File
- Replies: 1
- Views: 12248
Re: Error Importing Gifts from WBT HTML File
This usually comes if the gift importer gets confused with the file, and the html files are often problematic. Send me a copy of the html file that is giving problems and I'll be glad to take a look. john@donormanager.com The confidentiality of your partner information will, of course, be carefully ...
- Thu May 14, 2015 10:07 pm
- Forum: Installation Questions
- Topic: Live Update problem on DM 5.84.00
- Replies: 1
- Views: 11593
Re: Live Update problem on DM 5.84.00
Sometimes this is due an aggressive anti-virus program.
Sometimes, it's just a temporary problem with the download process.
If you consistently get this error, try temporarily disabling your anti-virus and see if that makes a difference. Let me know how it goes.
Sometimes, it's just a temporary problem with the download process.
If you consistently get this error, try temporarily disabling your anti-virus and see if that makes a difference. Let me know how it goes.
- Sat Apr 11, 2015 11:37 am
- Forum: Bug Reports
- Topic: 6 Year Giving Summary
- Replies: 1
- Views: 11954
Re: 6 Year Giving Summary
Noted.
I'll take a look at this and get back to you.
I'll take a look at this and get back to you.
- Sun Apr 05, 2015 9:53 am
- Forum: Donor Manager Discussion
- Topic: Export a selected Group's Data to Excel
- Replies: 1
- Views: 12762
Re: Export a selected Group's Data to Excel
Hi Micah,
Thanks for your question. Sorry you are having problem with this export.
I made a short screen video about this process. Take a look at this and let me know if that helps.
http://goo.gl/ksSWkO
John
Thanks for your question. Sorry you are having problem with this export.
I made a short screen video about this process. Take a look at this and let me know if that helps.
http://goo.gl/ksSWkO
John
- Thu Feb 26, 2015 6:24 pm
- Forum: Donor Manager 6 Beta Testers Forum
- Topic: DM6 in Linux/Wine - can't type anything!
- Replies: 3
- Views: 13792
Re: DM6 in Linux/Wine - can't type anything!
Thanks for the additional information.
I've tested it on my Linux Mint 17.1 here and have not seen this issue.
I've tested it on my Linux Mint 17.1 here and have not seen this issue.
- Fri Feb 20, 2015 5:40 am
- Forum: Donor Manager Discussion
- Topic: exporting/migrating Flags/Groups
- Replies: 1
- Views: 11798
Re: exporting/migrating Flags/Groups
Thanks for your good question. In DM 5, the "user defined groups" was managed through the "flag" fields in the donor master file. This was very easy to work with, but ended up giving a limit of just 10 "flags" or "groups." In DM 6, some additional tables were created to manage the new "groups" featu...
- Thu Feb 19, 2015 1:50 pm
- Forum: Donor Manager Discussion
- Topic: Exporting touches
- Replies: 1
- Views: 12062
Re: Exporting touches
Thanks for your question. The touches table is structured like this: link (an internal code DM uses to link this file to the partner master record) touch type (call, email, letter, meeting, etc.) name (partner name) type (of touch) date (of touch) comment (your comments) is there follow up to do (ye...
- Tue Feb 17, 2015 6:10 pm
- Forum: Donor Manager Discussion
- Topic: Paper & Email newsletter method
- Replies: 3
- Views: 13483
Re: Paper & Email newsletter method
I've made a number of changes in how this works in the Donor Manager, starting with version 6.10.01. Do a live update and see if that helps. Here is the change: If you say "give me paper newsletter recipients" you will get those flagged as "paper" and also those flagged as "both." The same logic is ...
- Tue Feb 17, 2015 1:19 pm
- Forum: Support Development Discussion
- Topic: Adding sort columns
- Replies: 1
- Views: 30260
Re: Adding sort columns
I don't think you are missing anything. The current version of the DM does not allow you to customize which columns appear on its lists. But, I'm always happy to receive suggestions on what would be useful to you. One caution, though: I would be careful about putting a spouse name in the "Name 2" co...
- Wed Feb 11, 2015 6:07 pm
- Forum: Support Development Discussion
- Topic: Email Service
- Replies: 4
- Views: 14856
Re: Email Service
When you tell the Donor Manager to send an email, it simply sends a command to Windows that says "Please start up the default email program." So, whatever program is set to be your default program starts. Since GMail is browser based, it takes a little more work (because Windows has to start your br...
- Sat Feb 07, 2015 12:50 pm
- Forum: Donor Manager Discussion
- Topic: Paper & Email newsletter method
- Replies: 3
- Views: 13483
Re: Paper & Email newsletter method
Interesting problem.
It sounds like we need 4 options here:
It sounds like we need 4 options here:
- E-Mail Only
- Paper Only
- Either E-Mail or Paper
- Both E-Mail and Paper
- Sat Feb 07, 2015 12:45 pm
- Forum: Bug Reports
- Topic: Conversion from DM5: newsletter method
- Replies: 1
- Views: 11913
Re: Conversion from DM5: newsletter method
I think your point is well taken.
I will make that adjustment in the DM 5 -> DM 6 migration.
Thanks for the suggestion.
I will make that adjustment in the DM 5 -> DM 6 migration.
Thanks for the suggestion.
- Thu Feb 05, 2015 9:24 am
- Forum: Support Development Discussion
- Topic: 5 Year Giving Trends Chart not updating
- Replies: 1
- Views: 11669
Re: 5 Year Giving Trends Chart not updating
Sorry to be slow in responding. Your post slipped by me. Do a live update to make sure you have the latest version (currently 6.09). Check your monthly giving history (Partner Development -> Monthly Giving Totals) to make sure the numbers are in there. If all looks well, then contact me by email: jo...
- Mon Jan 19, 2015 7:15 am
- Forum: Frequently Asked Questions
- Topic: Moving your DM data folder to another location
- Replies: 0
- Views: 24735
Moving your DM data folder to another location
I recently received an email with this question: I would like to move my DM installation / data folder from c:\donor6 to a different location on my computer. How can I do this? The DM program can be installed almost anywhere on your computer, except in c:\program files. (A future update to the progr...
- Thu Jan 08, 2015 3:45 am
- Forum: Donor Manager 6 Beta Testers Forum
- Topic: DM6 in Linux/Wine - can't type anything!
- Replies: 3
- Views: 13792
Re: DM6 in Linux/Wine - can't type anything!
I've not heard of this problem before. Very interesting. There are quite a few people using the Linux / Wine combination, although I don't know what DIstros they are using. I'll test it on my Mint 17 this weekend, and also a Zorin install I have too to see if it is an issue there. So, I'm not sure i...