Search found 35 matches
- Wed Jul 09, 2014 10:19 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
Re: New partners not showing up in gift entry
Ok, I checked the backup options and the PartnerNames box was checked. So then I tried the computer-age-old magic trick and restarted my computer. I entered a new donation, and when I closed DM the spreadsheets had both updated! Several other thoughts, which I realize could use their own topics... T...
- Wed Jul 09, 2014 1:19 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
Re: New partners not showing up in gift entry
I will check if the PartnerNames is still checked, although I didn't do anything with it. I am on a different computer now and just trying different features out. I was actually having the same post-installation errors as my other topic, on this computer, but now I reinstalled into C drive and it's ...
- Tue Jul 08, 2014 2:32 pm
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
Re: New partners not showing up in gift entry
Some more info: I checked the "PartnerNamesGiftHistory" and the "partnernames" spreadsheets, and they are not updating when I close DM. I've restarted the program multiple times this morning trying to get it to process those new partners, but neither of those spreadsheets have been modified for seve...
- Tue Jul 08, 2014 2:21 pm
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
Re: New partners not showing up in gift entry
Thanks for the tip. I guess I should have left it in the default destination! So I did a full backup, uninstalled DM 6, reinstalled, opened it, did a full restore, and got an error saying "Alias, 'PREFS' is not found." I ignored it, it reappeared and I cancelled it twice, and then I restarted the pr...
- Tue Jul 08, 2014 11:48 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
Re: New partners not showing up in gift entry
This might also be related - sometimes (not consistently) using the Find Partner function brings up someone other than the name I entered. Using the Find field on the left seems to work properly every time.
- Tue Jul 08, 2014 11:27 am
- Forum: Bug Reports
- Topic: New partners not showing up in gift entry
- Replies: 17
- Views: 28001
New partners not showing up in gift entry
I have entered several new partners, but they are not showing up in the gift entry page. I have restarted the program a couple times and no change. I am using DM 6.00, build 71. I did get a couple errors when opening DM the first time after installation, and had to allow permissions for editing/modi...
- Tue Jul 08, 2014 10:59 am
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
Hi John, thanks for the update, works great! I'm zipping away inputting our data!
- Sun Jul 06, 2014 3:27 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
I would prefer the "one line per donor with each month's giving in one column". However, will the Excel Worksheet then include all giving history? I wonder if it could just include the last 24 months so it doesn't get too bulky? I can make a copy once a year so I have my own record. Just to clarify,...
- Sat Jul 05, 2014 8:56 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
Ok, what I want is a separate copy of donation info that is not tied to DM, but that can be imported so I don't have to manually enter the info twice. I have encountered some bugs which I can't seem to re-create but which left me wanting to have an outside copy of the info. Also, if you ever stop su...
- Sat Jul 05, 2014 11:07 am
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
I am thinking that it would be a CSV with information about individual donations, with "one line per donor, with different donations in different columns on the same line". Since I'm just setting it up I am open to suggestions, but I was thinking something like: ALPHASORT__2014/05/31__2014/04/30__20...
- Fri Jul 04, 2014 7:52 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
Hi John, thanks again for your program! I had a baby last year and she has health challenges so tracking donations has taken a backseat! I did create a CSV like you suggested, but not sure what format to do it. Also wondering how to import it into DM - do you need to release a new version with that ...
- Fri Feb 01, 2013 4:49 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
Re: How to setup an excel file to import into DM?
A generic format would be great. Just something I can enter the data into (probably Excel '03 or '07) and then import it into DM.
- Fri Jan 04, 2013 7:26 pm
- Forum: Frequently Asked Questions
- Topic: Updating Unthanked Gifts Report
- Replies: 10
- Views: 28267
Re: Updating Unthanked Gifts Report
Sorry I didn't see your reply. I can't seem to re-create the situation I was experiencing. All I know is that things were really messed up with the Unthanked Gifts Report... I ended up printing all the donors since our last thank you, and then marked all as thanked. I'll try to do better at checking...
- Fri Jan 04, 2013 7:19 pm
- Forum: Donor Manager Discussion
- Topic: Send Newsletter Automatically Checked
- Replies: 6
- Views: 18411
Re: Send Newsletter Automatically Checked
Hi John, thanks for the reply, and for improving the program. I think I should give the Beta 6 a try...
- Fri Jan 04, 2013 7:13 pm
- Forum: Frequently Asked Questions
- Topic: How to setup an excel file to import into DM?
- Replies: 16
- Views: 47263
How to setup an excel file to import into DM?
Happy New Year! How do I go about setting up an excel file so that I can enter my monthly donor giving in there, then import that into DM? I'd like to have a separate (electronic) record of donor giving history, but still use DM to keep track of things. Thanks!