Release Announcement: The DonorPerfect Community is Coming! Are You Ready?
A new version of DonorPerfect will be released this weekend that enables Alerts functionality for every DonorPerfect system, improves Tributes and the Search screen, and prepares you for the roll out of our new DonorPerfect Community.
Get Ready for the DonorPerfect Community
DonorPerfect Community, launching later this year, will be a place for you to connect with other nonprofits using DonorPerfect, review your case history and find help and useful tips. To make this new community possible, each user must have a unique email. If your email address is associated with more than one User ID or database, you’ll eventually be prompted to change your email address to a unique one. Doing this will ensure you have access to all the benefits of the DonorPerfect Community when it’s launched. Moving forward, a unique email address will also be a requirement for any new User IDs you create in your system. Stay tuned for updates on the new, exciting DonorPerfect Community plans in future blog posts and eTips.
Alerts Rollout For All DonorPerfect Systems
In the last release of DonorPerfect, we overhauled Alerts to make it more effective. We also announced that the Alerts functionality would be rolling out to all DonorPerfect Systems over the summer. As of this weekend, all systems will have access to Alerts. If you haven’t used this feature yet, check out DonorPerfect Alerts in the Knowledgebase. We’ll take you step-by-step through configuring the Alerts that will help you keep track of the day-to-day-tasks of running your nonprofit.
Alphabetical Listing for Notification Letters
Notifying a family of contributions to their loved one’s tribute is a sensitive process. It’s important that your notification letters to the family look professional and well organized. To make it easier for the family to scan through the list of contributions, gifts will now be sorted by last name, then first name.
Email Receipts Included for Tributes
In addition to letter receipts, you’ll now be able to send email receipts for tribute gifts. To add tribute fields, like Tribute Name (TRIBUTE_NAME), to your email template for receipts, simply go to Mailings > E-Mail Templates. From the Message Body section, click the Insert Merge Field icon.
‘Recently Viewed Donors’ List is Back on the Search Screen
Many of you use the ‘Recently Viewed Donors’ listing that appears on the Search screen and took the time to let us how valuable this feature is after the last release. You’ll be happy to know that this list will appear once again on the Search screen.
Attend Our Pre-Release Webinar
Do you want to know more about all of the changes coming in this release? Register for our FREE Pre-release webinar, this Friday 6/24 from 1:00 PM -2:00 PM EDT.
Changes to Alerts, Tributes and the Search screen aren’t the only changes in this release. Read about all of the enhancements and fixes in the DonorPerfect 2016 Release Notes in the Knowledgebase.