November 10, 2022
Nonprofit Technology & Fundraising Blog
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September 28, 2015 | Categories #GivingTuesday, Donor Management, DonorPerfect Update, SofterWare Products
With #GivingTuesday and the Year End giving season just around the corner, you’ll be looking for ways to stretch your already limited resources to do even more. That’s why we’ve implemented a few of your suggestions to help DonorPerfect work smarter for you. The improvements in this week’s release of DonorPerfect are certain to help make your life easier.
One of our most requested product enhancements is the ability to merge a letter receipt without downloading data through Instant Merge. Previously, you needed to export the records that you wanted to include in any Mail Merge Letters or Receipts and then upload them when performing an Instant Merge. Now, Instant Merge also allows you to select data directly from DonorPerfect, saving multiple steps and precious time. Once you enter your criteria, click Instant Merge, select a template and simply merge with data from DonorPerfect. It’s that easy!
With so much to do, sometimes it’s nice to be reminded that you’ve got tasks that are pending. DonorPerfect’s Alerts feature already helps you keep up with processing EFT transactions, managing expired credit cards, and notifying you of pending WebLink transactions that need to be downloaded. We’ve made this feature even better by adding two new alerts that let you know when you have email and/or letter receipts to run. These customizable reminders can be set to pop-up each time you log in or as a “badge” that appears as a red indicator on the Alerts menu item. Clicking on either of these new alerts takes you directly into Receipting to begin processing.
To learn how you can enable these alerts on your system and configure their notification options, read DonorPerfect Alerts in our Knowledgebase.
If you’re like many nonprofit organizations, you might use volunteers to process donor data collected from events and mailings. It can definitely be a challenge to get consistent results when so many different people are entering data. What if there was a way to facilitate that the data being posted in your system was entered correctly or that once recorded, it was being followed through? Using SmartScreens, you can modify any of the seven main donor input screens (i.e., Main, Gift, Pledge, etc.) to dynamically change or hide different data entry fields based on the information entered on screen or to alert staff of next steps to take.
The SmartScreens feature provides six different types of trigger actions to customize for unlimited SmartScreen triggers. You can hide fields and sections, send pop-up alerts, rename the field prompts, make specific fields required and set a custom order for tabs. Here are a few examples of how others are using SmartScreens:
The possibilities are endless. To get you started, we’ve created a handful of sample triggers that you can implement right away. We know you’ll love this feature as much as so many of our other users do!
SmartScreens is a standard feature in the Premier level of DonorPerfect. To get started, visit Introduction to SmartScreens in our Knowledgebase. If you don’t have the Premier level of DonorPerfect, you can still get SmartScreens. To learn how, contact your Client Account Manager at (800) 848-3279.
Also included in this release are some improvements to the Export Templates screens, changes for the Tributes Beta and other minor tweaks. You can read all about them in the Release Notes.