Migrate data back to Donor 5?
Posted: Wed May 07, 2014 3:20 am
I was using donor 6 on my last computer, but when I installed it on my new computer I'm suddenly having lots of issues. When I tell it to check for updates online, it claims that it is updated.
Some problems I'm having:
- for some donors I cannot get the church link to work.
- i can't figure out how to get the email addresses sorted when I do a bulk email. I used to use only the "ok to email" group, but now it just does every record whether or not it has that checked.
- having some issues with the sort names. when i create a new record from the import gifts tab, for example, it asks me to specify a sort name but doesn't give me as many letters as are available when i create a new partner from scratch.
Anyway, I've had multiple issues that have stumped me and I wanted to just try migrating stuff back to DM 5 but couldn't even figure out how to do that. Have some of these issues I mention been dealt with? Can I migrate back somehow? The email not sorting is especially frustrating. Thanks!
Some problems I'm having:
- for some donors I cannot get the church link to work.
- i can't figure out how to get the email addresses sorted when I do a bulk email. I used to use only the "ok to email" group, but now it just does every record whether or not it has that checked.
- having some issues with the sort names. when i create a new record from the import gifts tab, for example, it asks me to specify a sort name but doesn't give me as many letters as are available when i create a new partner from scratch.
Anyway, I've had multiple issues that have stumped me and I wanted to just try migrating stuff back to DM 5 but couldn't even figure out how to do that. Have some of these issues I mention been dealt with? Can I migrate back somehow? The email not sorting is especially frustrating. Thanks!