Donor Manager Software

I'm confused by unthanked gifts and never quite figured out a good way to handle them in DM5 or DM6. My default in DM5 was to double-click on the Giving History to change the status/highlighting of months/gifts. That no longer seems to be an option in DM6. The Giving Details checkmarks are a bit ted...

That combination would help, but it's not the most straightforward way to get the partner lists I need. I don't know that I would use Paper Only, E-Mail Only or Either Paper or E-Mail. And I would primarily use Both Paper & E-Mail to get to the list of people that need to be added to the Paper Only ...

I was excited to see the "Both Paper & Email" newsletter sending method in DM6. Previously I had a second "email" copy of certain partners so that I could send them a newsletter both ways. I deleted those extra partners, but I can't seem to get the new method to work the way I intend. When I choose ...

I am excited about the Newsletter Method field in DM6, but I got rather unexpected results with the conversion of my data from DM5. When "Send Newsletter" is not checked in the source data, shouldn't the default Newsletter Method be "None"? Mine came across as Email if they had an email address and ...