Enhancements Guide
• Introduction(Page 1)
• Event Management Module (Page 1)
• Moves Management Module (Page 5)
• Export to File Improvements (Page 6)
• Filter Grouping (Page 7)
        ο Frequently Used Filters (Page 8)
• Quick Entry Module Enhancements (Page 11)
• Import Module Enhancements (Page 12)
• New Reports (Page 12)
       ο Gift Listing with Soft Credits (Page 12)
       ο End of Year Letter (Word Merge) (Page 13)
       ο Consolidated Notification Letter (Page 13)
       ο Pledge Link Report (Page 14)
• Transaction Processing Gateway (Page 14)
       ο Instant Credit Card Donations (Page 15)
• Other New Features and Improvements (Page 15)
       ο Redesigned Link Gift Entry Screen (Page 16)
• WebLink Improvements (Page 17)
• Version 10 Upgrade Installation Instructions (Page 18)
Enhancements provided at no additional charge as part of your annual support program.
Introduction

Building upon annual surveys, client suggestions, and 20 plus years of experience in the nonprofit industry, we are proud to announce the latest release of DonorPerfect! We believe these enhancements will provide the tools to make DonorPerfect easier to use and more powerful than ever before. This Highlights Guide is an overview of the latest features now available in your system. Detailed instructions for each item can also be found in the Help section of DonorPerfect.

Event Management Module

In response to client requests, we are proud to announce the release of our highly anticipated Event Management module. This new module streamlines event preparation, management, and reporting with intuitive, flexible, and powerful tools that will allow you to:

• Manage various types of events (e.g., Dinners, Auctions, Golf Outings)
• Track event-related expenses
• Produce invitations and track invitation history
• Process payments
• Organize Silent Auctions and Winning Bids
• Handle table sponsorships and complimentary tickets
• Collect detailed attendee and guest information
• Coordinate table and team assignments
• Analyze response rates and generated income

The Event Management Module is tightly integrated with DonorPerfect’s robust CRM (Constituent Relationship Management) capability, which allows you to maintain a complete profile of your constituents and transform event attendees from potential donors into contributors. Best of all, this module will be available at No Additional Cost to ALL clients (with an active support agreement) who upgrade to Version 10!

Note for Clients who Use Previous Event Management Versions
The new Event Management Module was completely redesigned based on extensive client feedback. Not only does it have a whole new set of features and functions, it follows an entirely different methodology. This means that data from previous versions cannot be migrated to the new Event Management module. Therefore, clients can choose to continue to use the previous events features or the new module.

We’re confident that you’ll want to switch to take advantage of all the new benefits this redesigned module offers. To learn more about it, please attend the “Special Events Management” training webinar, and/or learn more in the new Help section within the software, or the new Version 10 manual.
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Navigation

The Event Management Module is located under Modules, Event Management.

As with all DonorPerfect entry screens, the Event Management Module follows a step by step process and is customizable in that you can add virtually an unlimited number of user defined fields to help track the information important to you! It's flexibility allows you to manage important information such as the "when, where and why" of an event. For example, you can track information such as auction items and expenses.

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Guest Management

Track everything you need to know about your attendees, by using the flexible guest management screen:

• Mark an attendee as a table/team captain
• Create a new table/team
• Assign the constituent (and his/her guests) to a table/team
• Convert a guest record into a constituent record by clicking 'Add Ind.' or 'Add Org.'

Here are some examples of information that can be tracked on the Attendee detail screen through user-defined fields:

• Meal Preference
• T-Shirt Size
• Golf Handicap
• Starting Hole
• Seat-with Preference
• And much more!
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Table/Team Assignments

The Event Management Module makes it easy to assign a guest to a table or team; simply drag and drop an unassigned attendee from a list to an available spot.

Reporting

The Event Management Module comes standard with 12 reports including:

• Guest Listing Report • Invitation Aging Report
• Table/Team Assignment Report • Auction Item Listing
• Event Analysis • Auction Item Purchaser Report
• Historical Comparison • And much more!
• Expense Report

In addition to our standard Event Reports, the Event Management Module is also integrated into the DonorPerfect Custom Report Writer.

To help you take full advantage of the new Event Management Module, we are offering a new webinar – click here to register and learn about best practices for using this powerful new feature!

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Moves Management Module
Overview
To help you organize development efforts more effectively and manage personal interactions with your constituents, DonorPerfect is proud to present the new “Moves Management” module! Organizations of all sizes can benefit from this flexible new tool, which will help you work strategically with your constituency to build strong, lasting relationships (and raise more money) through a series of planned ‘moves’ for each constituent.
Features and Benefits include:
  • Flexible plan design: Create an unlimited number of actions!
  • Set campaign goals
  • Track solicitor assignments and goals
  • Auto-schedule future tasks
  • Analyze campaign status reports
  • And much more!

To get started with this great new feature, click here to sign up for the Moves Management webinar or consult your updated manual.

Navigation
To access the module, navigate to Modules, Moves Management:

Here is an example of a Moves Management Report
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Export to File - Improvements
Overview:
We’ve updated the Export to File feature, located under Reports and Listings, in order to expand and simplify the process of exporting data. Version 10 allows export from the Main/Bio, Gift/Pledge, Contact and Other Info tables to Excel (.CSV). Now using Excel for manipulation, analysis, and graphing of transactional data (such as gifts) is a snap!
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Export Templates
In addition to expanding the data available for export from DonorPerfect, we’ve also improved your ability to control the format of your file exports. The redesigned Export Template screen now allows you to quickly select which fields you want to include in your export.
Select only your desired fields from the available list to keep your export file simple.
Filter Grouping
Overview

Adding a Filter Group is easy; simply click the Add Group button, give the group a name, and it’s ready for use! Once you have organized your filters into groups, use the simple drop down box on the selection filter screen to quickly retrieve your desired filter.

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All filters not assigned to a group will, by default, be available under the Unassaigned Filters Heading.
Frequently Used Filters
We’ve also created a large list of commonly requested Filters you can access any time you apply a filter to a report by selecting the Standard Fundraising Filters group on the selection filter screen.
Filter Name Description
All Constituents Selects all constituents in the system. The sole criterion is that the record has a Donor ID.
All Donors Selects all donors in the system.
All Donors this Month Selects all donors who have given a gift during the current month.

All Donors this Week

Selects all donors who have given a gift during the current week.

All Donors this Year (Calendar)

Selects all donors who have given a gift during the current calendar year.

All Donors this Year (Fiscal)

Selects all donors who have given a gift during the current fiscal year.

All Donors Today

Selects all donors who have given a gift today.
All Donors with Multiple Gifts Selects all donors who have given more than one gift.
Constituents Created this Month Selects all constituents who were entered into the system during the current month.
Constituents Created this Week Selects all constituents who were entered into the system during the current week.
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Frequently Used Filters (cont'd)
Filter Name Description
Constituents Created this Year (Calendar) Selects all constituents who were entered into the system during the current calendar year.
Constituents Created Today Selects all constituents who were entered into the system today.
Constituents with Contact Activity this Month Selects all constituents who have some contact activity (a new or updated contact record) during the current month.
Constituents with Contact Activity this Week Selects all constituents who have some contact activity (a new or updated contact record) during the current week.
Constituents with Contact Activity this Year Selects all constituents who have some contact activity (a new or updated contact record) during the current year.
Constituents with Contact Activity Today Selects all constituents who have some contact activity (a new or updated contact record) today.
Constituents with No Donations Selects the constituents who are not donors.
Constituents with Other Info Activity this Month Selects all constituents who have had some change to the information on the Other Info screen during the current month.
Constituents with Other Info Activity this Week Selects all constituents who have had some change to the information on the Other Info screen during the current week.
Constituents with Other Info Activity this Year Selects all constituents who have had some change to the information on the Other Info screen during the current year.
Constituents with Other Info Activity Today Selects all constituents who have had some change to the information on the Other Info screen today.
Donors LYBNT (Calendar) Selects the donors who made a donation last calendar year, but not this year.
Donors LYBNT (Fiscal) Selects the donors who made a donation last fiscal year, but not this year.
Donors Some Year Selects donors who have made a donation at some time.
Donors SYBNT (Calendar) Selects donors who have made a donation some year, but not this calendar year.
Donors SYBNT (Fiscal) Selects donors who have made a donation some year, but not this fiscal year.
Donors who Downgraded (Calendar) Selects donors who gave less this calendar year than in the previous year.
Donors who Downgraded (Fiscal) Selects donors who gave less this fiscal year than in the previous year.
Donors who Stayed the Same (Calendar) Selects donors who gave the same amount this calendar year as in the previous year.
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Frequently Used Filters (cont'd)
Filter Name Description
Donors who Stayed the Same (Fiscal) Selects donors who gave the same amount this fiscal year as in the previous year.
Donors who Upgraded (Calendar) Selects donors who gave more this calendar year than in the previous year.
Donors who Upgraded (Fiscal) Selects donors who gave more this fiscal year than in the previous year.
Donors with Delinquent Pledges Selects donors who are delinquent on one or more pledges.
Donors with Open-ended Pledges Selects donors who have made at least one open-ended pledge.
Donors with Pledge Balance > 0 Selects donors whose Total Balance Due is greater than zero.
Donors with Single Gift Selects donors who have only ever given a single donation.
Donors with Written-off Pledges Selects donors who have written off (decided not to donate) some part of a pledge.
New Donors this Month Selects donors whose first gift was given within this month.
New Donors this Week Selects donors whose first gift was given within this week.
New Donors This Year Selects donors whose first gift was given within this year.
Re-activated Donors (Calendar) Selects donors who have given in previous years, and who did not give last calendar year, but gave again this year.

Re-activated Donors (Fiscal)

Selects donors who have given in previous years, and who did not give last fiscal year, but gave again this year.

Retained Donors (Calendar)

Selects donors who gave last calendar year and gave again this year.

Retained Donors (Fiscal)

Selects donors who gave last fiscal year and gave again this year.

YTD = 0

 Selects donors who have not made a donation yet this year.
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Quick Entry Module Enhancements

Overview:
Two great new features have been added to the Quick Entry Module:
1. The ability to add new individuals and organizations to your database without the need to navigate to the Donor Search Screen.
2. Automatically checking for potential duplicates during data entry helps eliminate duplicate donor records!

1. Ability to Add New Donors
2. Auto-Duplication Check During Data Entry
You can now choose whether to create a new record or update an existing one. This duplicate Donor Check Screen is the same one that is seen during regular donor entry:
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Import Module Enhancements
Overview :
DonorPerfect now offers the ability to import data into the Contact (DPOTHER) and Other Info (DPOTHER2) tables. Also, a new import selection has been created to import registration data collected via our new DonorPages social network fundraising tool! For more information on DonorPages, click here.

Contacts and Other Info import work exactly the same as the Names & Gifts import, and can only be an Insert or Insert and Update procedure. You will still have the ability to create Profiles saved import configurations for future use.

The DonorPages import procedures have a slight variation due to special functionality.

New Reports
Gifts Listing with Soft Credits
Located under Reports, Financial, Fundraising Reports, this new report provides a listing of gifts made and soft credits received by, and for, your constituents. This report will be useful for tracking the success of major gift officers and board members. Additionally, for DonorPages clients, this listing can be used to show a listing of Fundraisers and their totals (including their own donations) for a given time period.
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End of Year Letter (Word Merge)
The End of Year Letter is used and customized by many clients to thank their donors for all contributions received throughout the year. To save you time and effort, we have converted the traditional End of Year Letter report to a mail merge template, which leverages the easy to use and familiar interface of Microsoft Word and provides a quick and efficient way to customize your letter.

This new report is available under Reports, Financial Reports, Forms and, with a single button click, merges with the new Word template called END OF YEAR LETTER.DOC located in your DonorPerfect directory.
Note: The traditional End of Year Letter report is still available in Version 10 under Reports, Financial Reports, and Forms.
Consolidated Notification Letter
The new Consolidated Notification Letter, available exclusively in Version 10, takes all memorial gifts given over a certain period of time and consolidates them into a single letter that can be sent to Memorial Contact or Honoree. Similar to the End of Year (Word Merge) report, the Consolidated Notification Letter uses a Microsoft Word template as a base upon which you can customize the layout and content.
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Pledge Link Report
The Pledge Link report shows all pledge details as well as a history of pledge payments.
Transaction Processing Gateway
We’ve recently introduced a new Transaction Processing Gateway that can be used to securely store donor credit card (or bank account data) in a secure hosting facility. A donor’s record will just contain a “Vault ID” that uniquely identifies that securely stored data so that future transactions can be processed (via Insta-Charge, WebLink, DonorPages and EZ-EFT) without the need to re-enter any data.
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Instant Credit Card Donations
Take credit card donations by phone or in person! Insta-Charge saves data entry time and reduces errors by empowering your staff to process credit card donations in real-time, directly from DonorPerfect. The credit card data is immediately validated and instantly approved (or declined). Approved transactions automatically appear in the donor's record.

New Improvements:
  • Offer e-check(ACH) donoations in addition to credit card donations
  • SafeSave™ - Option to save donors credit card or bank account data to use again and again without re-entry
SafeSave and e-check (ACH) features require processing via our new DonorPerfect Processing Gateway. Contact your Account Representative at
800-848-3279 for information about establishing the necessary accounts.
Other New Features and Improvements
Redesigned Link Gift Entry Screen
The Linked Gift screen (used for entering Soft Credit, Notification, and Matching Gifts) has been redesigned to be more intuitive and easier to use. Additionally, in response to our annual customer surveys, we have incorporated the ability to add a new Individual or Organization from the Linked Gift screen without having to exit to the Search screen to create a new record.
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Redesigned Link Gift Entry Screen (cont'd)
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Over the last few months, we've released lots of enhancements to WebLink -- our integrated online donation, event registration and online forms tool.

Just some of these enhancements include:

  • Single Page Donation Form
  • Increased Protection from Fraudulent Credit Card Activity
  • DonorPages Social Network Fundraising Integration
  • Calculate Sales Tax
  • All Text and Labels Are Now Customizable
  • New/Simpler WebLink Form Fees

For a complete list and description of these enhancements, please click here.

For more information on WebLink itself, please visit here: www.donorperfect.com/weblink

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Version 10 Upgrade Installation Instructions
These instructions are for use in upgrading from DonorPerfect Version 9 to Version 10. If you are not currently running Version 9, do not attempt this procedure. Contact DonorPerfect Support for assistance.

NOTE: Your network administrator may have limited your rights to run this type of program. If you do not have permission (administrative rights) you will encounter errors. You will need to have your network administer log on to run the upgrade.

Step 1. Prepare for the Version 10 upgrade—VERY IMPORTANT!
1. You will need to know the location of DonorPerfect on your network. This information can be found by going to the Help menu and selecting About DonorPerfect.

2. Confirm that you have a current backup— VERY IMPORTANT! To back up through DonorPerfect, click the Utilities menu, select Backup, and click Backup Data. Follow the on-screen instructions, and then close DonorPerfect when the backup is finished.
Step 2. Download and run the upgrade
1. Log into the Downloads page in the Clients
Only area of the DonorPerfect website
(http://www.donorperfect.com/downloads)
using your email address and Client ID, if
prompted.

2. Click the Download button for ‘Upgrade to
Version 10.’ A dialog box appears, asking
if you want to run or save the file. We
recommend that you save the download
file, Update.exe, to your desktop or another
convenient location. You should also
download the manual files for Version 10.
3. Close DonorPerfect on all workstations
and double-click on Update.exe from the
location to which you saved it. You will
be asked to locate your DonorPerfect
folder (the default is DPW32.) Follow the
on-screen instructions. When finished, open
DonorPerfect. The upgrade process begins
automatically.

Step 3. Upgrade additional workstations (network install only)
1. Confirm with the network administrator that
the user has network rights to update the
workstation registry.
2. Open DonorPerfect. Depending on how
the desktop icon was created, the upgrade
should be automatic.

If you do not see the upgrade in progress, or if
your icon does not open DonorPerfect: Through
Windows Explorer, locate the DonorPerfect folder.
Double-click the file Updatews.exe. Follow the onscreen directions.
If you have any questions about this upgrade, please call SofterWare support at 215-628-4343.
You can also e-mail support@donorperfect.com.

Thank you for updating your system to the newest version! We hope you enjoy using the many enhancements, and we’re confident that this new version will make your use of the system easier and more productive.


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