Search found 737 matches

by jmuehleisen
Thu Jan 28, 2016 12:44 pm
Forum: Donor Manager Discussion
Topic: How do you handle thank yous?
Replies: 1
Views: 11582

Re: How do you handle thank yous?

I recently changed how the giving grid works, and apparently, that caused the "double click on a gift to mark it thanked" to stop working. I'll look into that. Here's what I do. I use the "review monthly giving" screen. Gifts -> Review Contributions for a Month That give me a handy screen that shows...
by jmuehleisen
Wed Jan 27, 2016 8:59 pm
Forum: Bug Reports
Topic: Export for MailChimp includes Facebook profilies
Replies: 1
Views: 12433

Re: Export for MailChimp includes Facebook profilies

Thanks for reporting this problem.

I will look into this and get back to you... sounds like a bug to me!
by jmuehleisen
Thu Jan 14, 2016 2:52 am
Forum: Donor Manager Discussion
Topic: create custom categories
Replies: 1
Views: 11353

Re: create custom categories

Wow. Great question.

The custom categories was renamed "Groups" at some point.

And it looks like I never wrote that part of the manual.

Oops.

Thanks for l pointing this out to me.
by jmuehleisen
Fri Jan 08, 2016 10:34 pm
Forum: Donor Manager 6 Beta Testers Forum
Topic: Duplicate Gifts from One Donor
Replies: 3
Views: 35935

Re: Duplicate Gifts from One Donor

Which organization gift importer are you using?
by jmuehleisen
Fri Jan 08, 2016 6:14 pm
Forum: Bug Reports
Topic: Touch History Report shows deleted touches
Replies: 1
Views: 12048

Re: Touch History Report shows deleted touches

Thanks for this bug report.

It is confimed as a bug and has been fixed in DM 6.17.04 (and later) which is available now by Live Update.
by jmuehleisen
Fri Jan 08, 2016 6:14 pm
Forum: Bug Reports
Topic: Entring Touch removes filter in Detail view
Replies: 1
Views: 12160

Re: Entring Touch removes filter in Detail view

Thanks for this bug report.

It is confimed as a bug and has been fixed in DM 6.17.04 (and later) which is available now by Live Update.
by jmuehleisen
Mon Dec 14, 2015 12:30 pm
Forum: Bug Reports
Topic: Donor Manager on Windows 10
Replies: 7
Views: 18555

Re: Donor Manager on Windows 10

Great.

I am glad to hear that was an easy fix.
by jmuehleisen
Sat Dec 12, 2015 3:42 pm
Forum: New Feature Requests
Topic: Export for Address Verification should exclude deceased
Replies: 3
Views: 12665

Re: Export for Address Verification should exclude deceased

Another good suggestions. I'll put that on my "to-do" list, but it will be a week or so until I get back on DM programming.
by jmuehleisen
Fri Dec 04, 2015 6:11 pm
Forum: Bug Reports
Topic: Donor Manager on Windows 10
Replies: 7
Views: 18555

Re: Donor Manager on Windows 10

Donor Manager does indeed run fine on Windows 10. Some users have reported problems with the advanced report previewer, but not all. For example, on my Windows 10 computer, the advanced report previewer runs fine. (In fact, I do my programming on Windows 10). But, on my wife's laptop, it has problem...
by jmuehleisen
Fri Dec 04, 2015 10:24 am
Forum: New Feature Requests
Topic: Export for Address Verification should exclude deceased
Replies: 3
Views: 12665

Re: Export for Address Verification should exclude deceased

Thanks for your suggestion, and I agree completely. I have updated the program (beginning with version 6.16.09) to include this change. Do a "Live Update" and then please test it and give your feedback and additional suggestions. Here is what the new screen looks like: ss-dm6-address-verification-1....
by jmuehleisen
Tue Dec 01, 2015 9:06 am
Forum: Donor Manager Discussion
Topic: Bulk edit of records/fields
Replies: 1
Views: 11162

Re: Bulk edit of records/fields

Great question. Try this. Go to the Partners List, and look at the drop down that is normally titled "Normal View." Change that to "Lists and Profile." That should help make it easier to update a lot of these Yes / No fields easily. You can combine this with the "Filter" option. For example, you can...
by jmuehleisen
Wed Oct 07, 2015 5:18 am
Forum: Bug Reports
Topic: 5 Year Giving Trend Chart returns error
Replies: 1
Views: 12051

Re: 5 Year Giving Trend Chart returns error

Noted.

I will look into this when I get back home in a week.
by jmuehleisen
Sun Aug 02, 2015 8:02 am
Forum: Bug Reports
Topic: Donor Manager on Windows 10
Replies: 7
Views: 18555

Re: Donor Manager on Windows 10

I am glad that this was an easy fix for you.

And thanks for helping test this solution out.
by jmuehleisen
Sat Aug 01, 2015 2:00 pm
Forum: Bug Reports
Topic: Donor Manager on Windows 10
Replies: 7
Views: 18555

Re: Donor Manager on Windows 10

Hi Liz, Thanks for reporting this error. This is the first I've seen this one. Try this ... in the c:\donor6 folder, delete the file foxypreviewer.app (or simply rename it). (This is a 3rd party report previewer that I use). When the DM starts up the next time (hopefully, it will start), it may offe...
by jmuehleisen
Wed Jun 03, 2015 4:04 pm
Forum: Frequently Asked Questions
Topic: Creating a new envelope template in DM 6
Replies: 2
Views: 16662

Re: Creating a new envelope template in DM 6

This is one of the things that is a bit more difficult when running DM on a Mac with WINE. Basically, when DM tries to start Word to print envelopes, it says to Windows, "please start up Word for me and then open the envelope.doc file." But, on your Mac, Windows doesn't know where Word is installed,...