July 5, 2016 | Categories Donation Processing, Donor Management, DonorPerfect Fundraising Software, DonorPerfect Update

DPMobile Release Announcement: Managing Mobile Payments Just Got Easier

DPMobile 2016.02 has improved mobile payment management, better donor information and expanded help resources.

The new version of DPMobile released earlier today will streamline your donor management process when you’re on the go. We’ve improved our mobile payment management, provided better donor information and added additional help resources and video accessible from right within in the app.

Improved Mobile Payment Management

One of DPMobile’s best features is the ability to accept mobile payments, with or without a card reader, and have them instantly update the donor’s gift record in DonorPerfect. In this release, we’ve added four important ways to help you better manage mobile payments:

Now you can void an unsettled mobile payment in DPMobile.
  • DPMobile can now provide a duplicate copy of a donor’s email receipt as a record of the transaction. Simply set the toggle for ‘Send Copy of Receipt’ to “ON” in Settings > Gift Defaults and enter a valid email in the ‘Copy Receipt To:‘ field.
  • Send a receipt to donors as a text message (and still get emailed a duplicate copy of the donor’s receipt) by entering a phone number into the ‘Send Receipt To:’ box of the Signature screen. Thanks for this great idea in Suggest and Vote!
  • Did you make a mistake entering a mobile payment? Now you can void unsettled mobile transactions via the Mobile Payments Report. It will stop the transaction from processing in the Gateway and delete it from the donor’s record.
  • Plus, we’ve expanded gift types to include all the major credit cards.

Better Donor Information

Fundraisers who rely on DPMobile’s powerful information management features will appreciate the ability to edit coded fields such as drop down, yes/no and multi-select, and  custom (UDF) fields on the Main/Bio screen. You’ll also be able to view Tribute gift information in the donor’s gift tab, take advantage of refinements to the search feature and see new metrics for Donor Attrition and Retention in the Comprehensive Donor Analysis Report.

Expanded Help Resources

DPMobile Video Library

Finally, we’ve added a new menu that expands the help resources accessible to you when using the app. In addition to the existing DPMobile Swipe Help from last release, we’ve now added a brand new Online Help website, FAQ and a Video Library all launched from within DPMobile.

Release Notes

Improved mobile payment management, better donor information and expanded help resources aren’t the only changes in this release. Read about all of the enhancements and fixes in the DPMobile 2016 Release Notes in the DonorPerfect Community Knowledgebase.

Written by Amanda Foran
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