Donor Manager Software

Hi John,

Wycliffe Australia sends a Statement.pdf file, a Statement.txt file, and a Receipts.txt file each month, and none of them imports correctly into DM. Is this something you can look at? Thanks.

Hi John, What I'm trying to do is print a list of, say, 30 addresses (perhaps 'has given in the last 6 months') directly onto a 4"x6" postcard. We use postcards as thankyou notes, so it would be nice to put 30 postcards in the printer and have it print address after address directly on the postcard,...

It seems to search for numbers in some fields, but not all. If I do a number search, it finds matching numbers in the Zip Code field, or the notes field, but not the Phone field.

I'd like to be able to print addresses on postcards (4"x6"). Is there a way to set that up, or have some more flexibility in placing the address where you want it?

So, 2 years on... any update?

I'm having this problem, as well as the comments line problem. I've resorted to entering data manually because there are too many bugs with the import.

As far as I'm aware, it doesn't work on a Mac unless you have a program that will run Windows on a Mac.

bump.

This would be really handy.

Just asking the question that everyone's been wondering.

Where are you John? Haven't seen on the forums in a long time. Any updates coming out in the future?

Still happily using DM.........

Currently in the Giving Review there is a column 'LstThnk' which is very handy. I would also find it extremely handy to have a column that shows when an actual 'touch' or 'thank' was made. For example, someone gives in July, and I send a thank you card in September, it shows that I thanked them for ...

I figured out a temporary fix for WBT US. 1. Open the file in WordPad. 2. Find all the entries of 'CC' and simply delete them (you can search for CC and do it that way, just don't delete the 'cc' in the word 'account'.) 3. Go 'Save as' and save the file under a new name (in case something happens), ...

I've had this problem too. I thought it was a bug in my October file, but it's the same thing for my November file. On the plus side, it's nice to see this month's donations as $34,951,342.00. Also, the Wycliffe Australia import doesn't work. I get a 5 page .pdf from WBTA but it has never imported c...

lol.... semanticists.....

Would it be possible for DM to automatically create a 'Sort Name' after you add a new partner? I find I often add partners and later figure out I forgot to add a 'Sort Name', and they show up on the main partners list without a Sort/Last Name. (I was scratching my head trying to come up for things f...

What term would you suggest for these? Not sure... so far I'm using a custom partner type called 'Former Contact' so I can filter them out of searches, but yeah, they still show up on the main list. 'Active/inactive' would probably work ('deceased' could be covered by 'inactive'. Or 'active/archive...