Donor Manager Software

Try this: If you are in Donor Manager 5x type a . (period) in any find/search box as the first character followed by the email address you are searching for and then press ENTER. .wfarFromHoly@sbcglobal.net Find/search will look almost any where including the name field (not gifts as an example). Th...

I am using the WBT CSV import filter. When I have donors with multiple gifts in one month for different dates, only the first one shows in DM 6. When it is the same date, all entries appear. In other words, FOR IMPORTED GIFTS    Donor 1 01-11-10 $100.00 Cash    Donor 1 01-18-10 $200.00 Cash    Donor...

Duh! How did I miss that one. It's even in a column all by itself. I guess I thought it would be under gifts or giving analysis and never noticed it before. Thanks for "showing me the way".

Is there a specific report that gives a one page year end giving statement for each donor? I have never seen this. It would be great to have hard copy records like this if it is simple to do.

I think I know what is happening. Probably the db is referencing the photo file by its old location c:\donor5\photos ... so can't find the one in \donor6 Then, when you try to link to the photo in donor6, it fails because it is trying to copy the file on top of itself. I'll work on these as well. Y...

This one is minor and only inconvenient. In the process of testing the problem with monthly gift totals from an import, I discovered that after I Clear a months giving total the annual total is left unchanged. I thought it might be a memory problem and exited and restarted DM 6. The annual total sti...

I am doing dual processing using DM 5 and DM 6. When I imported from DM 5 all the gift numbers for each month look fine. I then import the giving for September. It reports the correct total for the month after it is imported. I tried importing from a .CSV generated by Wycliffe's export tool and as t...

I am unable to add or view pictures. I have them all placed in C:\donor5\photos and some in data from before I began using Pack N Go DM can't seem to find any photos that have already been assigned. It just displays the gray photo box with the X through it. When I add I press select photo file , sel...

Thanks for making these fixes. Randy, Churches Page Clicking on any index letter always takes me to the last church in my list. I have 37 churches listed. This one is working OK for me, so I'm not sure where the problem might be. It is still a problem on my version (6.0010) Lost Feature Whenever i r...

Active partner: There is a new field on the detail screen checked off called "Is Active". I don't see anywhere to access this field when doing a List View or when specifying criteria for an adhoc report. Screen typos: On the partner detail screen under Giving History you have "First Gi" which shoul...

I hope this will include bascking up and restoring pictures. I maintain Donor Mgr on my PC at home and my laptop at work. I do backup and restore from one machine to the other to include any changes made on the other machine.

Hey everyone, We store our pastor name in the pastor info blank, which seems very handy when using the program. However, I don't know of any way to look up a record by this field. For instance when a pastor I contacted months ago from a small town calls and says "this is pastor fillintheblank" I ca...

Is there a way I can delete all gift information and start over without loosing all my Donor details? I tried re-importing the HTML and now some of the reports have doubled the total contributions. I am new and this is the first contributions I am recording so I would prefer to delete them and star...

Indeed, thanking an individual gift on the donor history screen does not make an entry in the "Touches" tab. I suppose I could add that in a future update (making the ability to turn that on or off a user option). I'll put it on the list. Are there any instances where a touch should be added automa...

Recently I learned that an automatic touch should be generated from the Giving Review tab when I mark a gift as thanked. This does not happen on my system. I have tried to Mark All As Thanked or press the Thank button next to individual gifts. Neither has generated a touch. Is there a setting somewh...