September 28, 2015 | Categories #GivingTuesday, Donor Management, DonorPerfect Update, SofterWare Products

Work Smarter, Not Harder

Fundraising Tools Designed to Save Time & Steps

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.

A More Efficient Instant Merge

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!
Now you merge a letter receipt using data directly from DonorPerfect using Instant Merge.

Get Alerted to Pending Receipts and Acknowledgements

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.
New! Get Alerted to Pending Receipts and Acknowledgements

To learn how you can enable these alerts on your system and configure their notification options, read DonorPerfect Alerts in our Knowledgebase.

Let SmartScreens Do the Work for You

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.
DonorPerfect's SmartScreens can dynamically change or hide different data entry fields based on the information entered on screen
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 trigger type “Make Fields Required” can be set to make the Sub-Solicitation and Thank-You Letter fields required for all gifts where the General Ledger is set to “Building Fund.”
  • Create an alert to remind staff to notify the Development Director any time a gift is entered above $4000.
  • Use the “Rename Field Prompts” trigger type, to set the prompt for the ZIP Code field to be dynamically renamed to Postal Code when your staff selects Canada as the donor’s country.

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.

Additional Changes

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.

Written by Amanda Foran
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