Maximize what you can accomplish daily and maintain your database with new DonorPerfect workflow improvements.

Does it feel like there is never enough time to get everything done? Nonprofit professionals are increasingly stretched thin trying to meet the demands to tighten budgets and cut costs. That’s why we’ve implemented some smarter workflows within DonorPerfect so you can work more efficiently to carry out your mission. These small productivity tweaks can help you maximize what you can accomplish daily and help maintain your database.

 

Delete a Duplicate Donor Record from the Main Screen

Everyone has duplicate records in their system that they discover when performing a search. When this happens, we always recommend clicking on the duplicate donor to validate that their record is no longer needed. In the past, you had to return to the search screen to delete the duplicate record. Now, you can delete the record right from the main screen! Simply click More Actions > Delete Donor. It will delete the duplicate donor record and return you to the previous search screen.

Delete the record right from the main screen with this improved DonorPerfect workflow.

The Power of Our Customers at Work

Many of you voted on the suggestion to delete a donor from the main screen. We appreciate the support and feedback everyone provided via our Suggest and Vote program in DP Community. Your ideas really do improve DonorPerfect!

Add or Edit an Export Template While Performing a Mail Merge

When you’re performing a mail merge, the last thing you want to do is exit from the screen to go create or edit an export template. Now, you don’t have to thanks to this awesome suggestion in DP Community! You can add or edit an export template right from the mail merge screen. The options appear right next to the drop down where you select your export template in Mail Merge Options. We love this timesaver!

Add or edit an export template right from the mail merge screen with this DonorPerfect workflow improvement.

Release Notes

These DonorPerfect workflow improvements aren’t the only upgrades in this release. Read about all of the enhancements and fixes in the DonorPerfect 2018.05 Release Notes in the Knowledgebase in DP Community.

by Stephanie Kanak

May 22 18
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