Donor Manager Software

I am also seeing discrepancies where the date of unthanked gifts do not have a corresponding entry in the partner detail giving history field. So, in one place I am seeing July 2012 and in another place I am seeing Dec 2012!

This bug is the opposite as the one I started the post with! I am seeing many unthanked gifts in the "Review Unthanked Gifts" page which are not showing up as unthanked on the the individual partner giving history field. I don't know which one to trust / act on!

I think it would be helpful to have custom date ability within fields like Giving Review, Giving Analysis, as well as a custom filter selection for giving, etc (as opposed to "last 90" days, "last 365 days", etc). Often I find myself looking for information from 2012, 2013, etc but not the last X am...

Can DM be designed to select the whole next field when you tab over/down? I find the spacing is often funny (a whole bunch of spaces after the last text character in a field) and it makes it more difficult to copy/paste/cut/replace when you have to manually select the text.

I found some more info that might help narrow down the problem of new partners not showing up in the gift entry. When I exported my records, I noticed that some records are appearing at the top of my export list with no entry in the alphasort field. They have a name entered in the "File As" field in...

Ok, that's what I assumed, but can't see any blank entries. I guess that's a dead end!

Thanks for the update!

Where is the partner master record?

Regarding the churches error, I don't remember if I got a pick list of churches or what order the error occurred, sorry.

Ok, thanks for explaining those.

I like the idea of scrolling GROUPS with checkboxes!

I updated DM to Build 78. I can now search/find those new partners, however they are not showing up in the manual gift entry field. The general find function is still erratic for bringing up different partners from those I have inputted - sometimes it works and sometimes it doesn't. Also, double-cli...

Regarding the customize single envelope request, I was thinking of a link to a Word template like the bulk envelope option. I hear what you are saying about speed and simplicity, however, and that makes good sense, so might be best to leave as is. I just like to be able to customize things like font...

Problem solved, thanks!

The "Review Unthanked Gifts" function is not showing all unthanked gifts. I can go into several individual donors' giving history and see certain gifts highlighted, but they do not show up in the unthanked gifts page.

I miss having the shortcut "page up, page down" to move to the next partner. Maybe there was a good reason to remove that ability? Can the process of inputting manual donations be quickened by putting in a shortcut key combination or making the "Record this gift" button the next tabbed button after ...

I am also curious why you changed the custom lists (if I remember the correct term) to the Groups function? To me the groups now seem more cumbersome to manage. Instead of quickly checking/un-checking all appropriate lists/groups, I must go into a separate tab, select the appropriate group, and clic...

It would be nice to have an option to choose where the PartnerNames data stored. I was installing and storing DM and data on an encrypted TrueCrypt drive, but that is pointless if all of the address/donation info is stored in My Documents! Can a password be built into the program? I think simplicity...