Donor Manager Software

There should be a "Live Update / Check online for program updates" menu item on the DM "Home Page / Main Menu." That works the same as it did in DM 5. It should be the first item in the third column of items under "Online." I encourage people to check this whenever they start a session of doing anyt...

I was looking over messages here on the forum today and ran across this thread again. Then I remembered, the new report preview tool allows you to export reports as xls files. So, actually, this feature is already built into the program. Here's how to use it: Step 1: Go to the Trailing 12 Month Givi...

Just a quick update to this thread.

DM 6.08 (released 29 December) has a new "year end giving statement" routine for those who want to send some (or all) donors a year end giving summary.

Feedback on this is most welcome.

Just a quick note: I did a few code changes in this. I found that I could not add new Fund ID codes.

Actually, when I clicked <Add New Code> it added a new code, but didn't show it on the screen.

Leaving the program and going back in made them show.

This update is in DM 6.08 an later.

Thanks for your suggestion (sorry I missed it earlier). I am indeed adding (bit by bit) additional support for smaller screens (as I've been taking my 6 year old low-res netbook on some recent trips) as I have run into the same problem. Version 6.08 adds some more help for the smaller screens, but t...

Thanks for the kind words, and thanks for the extra explanation. I think I follow you now. Let me make a few comments: Adding the ability to create labels for all who gave in a given month would not really be that difficult to add to the program. I'll put that on my list of "ideas to consider." Now,...

I'm not quite sure I follow what you mean.

Tell me a bit more about this so I can understand better.

Good suggestion. As you have noted, the program does not keep 'first name' and 'last name' separate. They are combined in one field. And for services like Mail Chimp, having that would be a great addition. But, it would require a significant change to how the DM keeps names and addresses. Not partic...

Very good.

I'm glad to hear that things are working well for you now.

Just a quick note to say that I have added a button to the groups page to remove a partner from that group.

This is in DM 6.07.6 or later.

Thanks for pointing this oversight out to me.

Dear Toni, Sorry to be slow getting back to you. I looked at this on my computer and I'm not having any difficulty adding codes. Be sure you have the latest version of the program (currently 6.07 at this writing) and then try again. If that doesn't help, perhaps we can schedule a time to do a remote...

If you are wanting to move from DM 5 to DM 6, here are some tips that may help you. If you have DM 5 installed on computer, and want to move to DM 6 on the same computer, follow these steps: Usually, your DM 5 is installed in c:\donor5 and your data files are in c:\donor5\data. The DM 6 installer in...

Sometimes you need to create a new envelope template in DM 6. This is simply a Word document with merge codes inserted that the DM knows how to use. The easiest way is to use the "Create new envelope template" routine on the pull down tools menu. Once you create a new template, point the DM to use t...

Are you getting the option of selecting the "Startfile"?

I have seen on some versions of OSX that option comes a bit earlier in the setup process.

That seems to be an interesting oversight!

I'm on the road this week but will look at this when I get home.

You can remove a partner from a group from the partner detail screen / groups tab in the meanwhile.

Thanks for letting me know about this.