Donor Manager Software

This is not a big deal...just something I thought might be easy and useful. It's not worth a lot of trouble unless others would find it useful also.

It's sometimes possible for us to do the same thing (that is, send the gift on to the regular receipts department). But some donors don't want an official receipt (many of mine are in Australia, where gifts to Wycliffe are not tax deductible). And some can't be forwarded. My brother, for example, se...

It would be nice to be able to generate a report and/or export of gifts that were entered manually rather than imported from statements. (I would use this to create a report I have to send to Wycliffe of direct gifts that didn't come through the organization.)

It would be nice to have a way of keeping track of gifts other than money that I want to thank donors for. Could be something as simple as a letter or email, hospitality, the loan of a car, a physical present. Of course you can't just make the "gift amount" field take any text, because for some repo...

These are very small points, but it would be nice if the first time the program started up all the gift date fields defaulted to the current month, year, and date. Doesn't matter much since it remembers the last date you set it to. It would also be nice if the Gift month updated automatically when e...

When you click on the Gift amount field, it creates an insertion point in the starting value of 0.00. Typing then does strange things. For example, suppose I click just before the first 0 and type "5". I expect to change 0.00 into 50.00. Actually, it changes to 5.00. Type another zero to replace the...

This is just what I wanted. Thanks so much! I especially like the way it combines multiple gifts into a single line in the export. And you have just the right fields exporting. If you wanted to fine tune it a little more...to me, it seems a bit pedantic to describe a gift as precisely as "$50.00 on ...

I am somewhat glad to see the Report option for "List of gifts not yet thanked", but what I really need to make it worth importing gift information into DM is for Export and Merge to to support a check box for "Has unthanked gifts," or, much better still, for one of the Excel export options to inclu...

I started up a new install of DM6, and it offered to migrate my V5 data. The first migration failed, I think because DM5 was running, though it didn't tell me that, only that the file was locked. I stopped DM5, restarted DM6, and did an import, but as soon as it was complete I got an error message. ...

A very valuable variant on this would be to export the other fields needed for a mailmerge (paper or electronic) along with gifts that have not yet been thanked, preferably also filtering for donors who have at least some unthanked gifts. Lack of this feature makes the whole mechanism for importing ...