CLARITY – Shaping DonorPerfect to Support Your Mission

Speaker 1 0:11
Hello, everybody. My name is Sean Patero, and I am a DonorPerfect training specialist. Welcome to Clarity Shaping DonorPerfect to support your mission. This session is designed for the intermediate user. To kick things off, we have Sean McClellan, who is one of our senior Read More

Speaker 1 0:11
Hello, everybody. My name is Sean Patero, and I am a DonorPerfect training specialist. Welcome to Clarity Shaping DonorPerfect to support your mission. This session is designed for the intermediate user. To kick things off, we have Sean McClellan, who is one of our senior training specialists. He started working with DonorPerfect in 2017 as a support representative. His favorite DonorPerfect topics are database maintenance and tools that make day to day work easier, like smart actions, calculated fields, and scheduled reports. Outside of work, Mac enjoys writing, designing, and playing games, hiking, kayaking, watching sumo, and following the Super Bowl 60 champions, the Seattle Seahawks. He has three duplicitous cats, Obie, Jax, and Nico, and a couple quick housekeeping items before we give it up for Mac. Please submit your questions through the Q and A tab on the side, so that we can address them during the session. And all sessions are being recorded and will be available on the DonorPerfect website after the conference. Please help me in welcoming Mac, take it away.

Speaker 2 1:23
Thank you, Sean. Just so everybody is aware, I am recovering from a late spring cold, so I apologize if I sound that way. But good morning, everybody. My name is Mac. And before we jump in, I have a few questions for you. Have you ever opened up a donor record and found that the data has been changed. Or has your board ever wanted to see the total of all gifts given by your constituents, including in kind and soft credits? Or did your predecessor leave you with a screen layout that makes you want to rip out your hair? Or have you ever, in general, looked like this, so these are the kinds of questions that we’re going to try to address and answer in today’s session. So, with that in mind, our topic is going to be clarity and how you can shape DonorPerfect to help support your mission. So, with that in mind, we’re going to get into Screen Designer, a tool that allows you to customize how your DonorPerfect entry screens appear and function. We’re going to go over adding and editing data entry fields, and we’re going to discuss how to update the layout of data entry screens to maximize efficiency and ensure valuable data is easy to locate. We’re also going to talk about calculated fields, a tool used to create custom calculations, not to define the word with itself, but combine and combine data from different fields and highlight key details. We’re going to build a simple custom calculated field. We’re going to review fields that highlight key details on a donor’s record, and we’re going to discuss the differences between auto account fields and use of defined fields, and then we’re going to wrap things up with user management, a tool that allows you to update user access and permissions to ensure data integrity and effective use of staff resources. So, we’re going to talk about user access, modifying permissions, we’re going to set up a user group, and then we’re going to wrap up with security filters, so let’s start with screen designer. So, sometimes managing your data goes beyond what the data is, and instead can involve how the data is presented. After all, we want to ensure that your most valuable data in any given record is easy to locate, so your DonorPerfect system can be customized with the fields that you need. You can add and edit fields through Settings Screen Designer, and from there you can manage your field properties to determine how the field is going to function. You can give it a name, which is essentially how DonorPerfect, the software recognizes the field for filters, reports, export templates, and things like that. You can give it a custom prompt, which is how it’s going to be displayed on your data entry screens, and you can determine the field type, which essentially defines what kind of data is going to be stored in that field. So, for example, there’s text boxes, which will store what we call regular characters, like letters, numbers, and so on. They can be formatted as dates, numbers, or currencies. And examples of these kinds of fields would be like the first name field on the main screen, due date on the contact screen, amount of gift on the gift screen. Then there are drop down fields, that’s your standard coded field, so things like your donor type field, your general ledger field, your activity field. Then we have multi select fields, which is similar to a drop down in that it is a coded field, it has predefined options in there, but you can actually select more than one. On code, so the prime example of this would be the flag field on the main screen. Then you have your memo box, which is a field capable of storing large amounts of text, such as the narrative fields off across various screens, and finally you have your yes, no, or checkbox options. Uh, then you have your display properties to govern how the field is going to appear on the data entry screen, so you can determine the section that it’s going to appear in. Yeah, you can determine how far up or down the field is going to appear on the screen, thanks to its position.

Speaker 2 5:38
For those of you who love to use the tab button, you can even establish a tab order, so that way you don’t have to click on anything, you can just hit the tab key on your keyboard, and then you can also apply text formatting for dates, for capitalization, email confirmation, phone masking, and things like that. Now it is recommended that before you make large changes through screen designer that you back up your DonorPerfect system. So let’s pop into DonorPerfect, and we’re going to go to settings, and we’re going to go to Screen Designer. So I’m going to add a new field by clicking add new field in the top right corner. We’re going to create a donor total value field. Now, when it comes to naming our fields, we do have to start it with a letter. We can include letters, we can include numbers, we can include underscores. We cannot start it with a number. DonorPerfect doesn’t like that, we can’t put spaces in there, so letters we can put numbers in there later, and we can do underscores, but no spaces, no special characters. And then we can prompt the prompt, we can type in whatever we’d like, we can choose our display type. So I do want this to be a text box, because it’s going to include some financial information, but we have options like drop down, multi select, and so on. The data type, this is going to be a currency field. This is particularly important, because it makes sure that when I build filters, I can do things like greater than, less than, or between, and then I can choose the section that I want it to be placed on, so I’m going to place this in my user defined calculation section, because we are going to use this field for a calculated field later, and then I can click on save field or save field exit. Now, if the field already exists, I will get this prompt, so if I go back a page, so donor donor total value. We’ll just delete that real quick. That looks like it’s in the calculated field. One moment I Let’s try that again. There we go. If you try to delete a field, if there’s data in there, DonorPerfect will warn you. So, just so everybody’s aware, if you are trying to kind of do some spring cleaning in your database, we won’t let you just delete things willy nilly without giving you a heads up. Alright, so again, text box currency, we’re going to put that in our user-defined calculations section. Now, if I preview my screen, here’s my donor total value, and then we are like I said, we’re going to come back to that field in a little bit when we start talking about calculations. Now we can also discuss our screen layouts, so additional customizations can be applied to our fields and screens. There’s a lot of different things you can do to make your DonorPerfect system look the way you want it to look. So you have the ability to apply new lines where you can move the field down to start a new horizontal row, that’s much like tapping the return or enter button in a word processing document. You can choose to hide or display the field in case you need to be like a hidden background calculation. You can make a field required, so that way it has to be interacted with before a record can be saved. And you can also make a field read only, so again, that’s making fields required, setting them to read only, and then you can also move your important fields to more visible locations. So, if there is a field that you want at the top of your screen, you can get that moved up there, and I’ll show you how to do that in a moment. Then, with your sections, you can also group. Your fields based off of the kind of information that they contain, so for example, you might have a robust membership program, you want to put your membership fields in a section together, so that way you can see what membership level they’re at, their enrollment date, their expiration date, things like that.

Speaker 2 10:16
So you can create new sections, and then you can arrange them on the screen to improve access to that key information, so let’s pop back into DonorPerfect to add a section in the upper left corner of Screen Designer. We have this sections tab, you can edit existing sections, you can delete a section if there are new fields in it. You can also add a new section. So, for example, if I wanted to build out, like, a solicitor profile section, I could do that. The position determines where on the screen it’s going to appear, so one is at the top, 234, and so on. The number of columns number two. The number of columns is how wide the section is going to be. Now, with most monitors, the sweet spot is going to be between three and four. So we’re going to make this one three. You can choose to expand the column, you can choose to have it collapsed, and then now if we go into the field pool again, I’m going to go find my donor total value, I’m going to edit the field, I’m going to move it into that solicitor profile section, I’m also going to make this field read only, because I, this is going to be managed by calculation, so I don’t need any of my colleagues putting data in there. And then, beyond that, I’m also going to take my solicitor field, and I’m going to move that into my solicitor profile. Now, if I want that to be the first field I can change the position to say one, and that will ensure that it’s at the top left corner of that section. And now, if I preview my screen, then I can choose the solicitor, I can look at the donor total value, and then for anybody again who uses that tab key a lot for your data entry, the tab order column is here on the right side of the screen, where you can enter in your different tab orders. Keep in mind that you cannot have any repeating numbers, otherwise it does cause some issues when the page loads, but for example, if I go to add a new field or add a new record. If I start hitting tab, you can see it’s following the order that I set in Screen Designer. So that’s a little introduction to Screen Designer. Let’s move over to the calculated fields. So, a calculated field allows DonorPerfect to take your existing data and combine it in new ways, such as giving totals, concatenated text fields, averages, and more. Pardon me. Calculated fields are a powerful tool that can provide various services for your system. You can create formulas inside of fields, such as adding amount plus fair market value plus total for the donor’s total lifetime value. So, there’s a little precursor to what we’re going to be doing later. You can join characters very commonly used for like a full name field or an addressee field for your mailing labels. You can also do simple sums, counts, averages. This is the most common usage of a calculated field. So, if you’ve ever called support and worked with them, this is probably what you’ve done. Calculated fields update automatically whenever you log in, whenever you save a record, whenever you import data, and then you can also manually update the calculated fields by going to settings, and then these calculated fields can be used in your selection filters, your export templates, your easy reports, and of course on your data entry screens. So let’s go into settings, calculated fields, and now we are going to add a new calculation. So, in the upper left corner, you have the add new button. There’s also this run all calculations, that’s that manual rerun I was telling you about. First, you got to give your calculation a name. Description isn’t mandatory, but it is highly recommended. So, I’m just going to say sums all donor giving, including pledges and soft credits. Then we choose the field to update. You can either search for an existing field, or you can add a field directly from here. I prefer to create the field first, make sure it’s in the right spot, and then select it from the preexisting menu, but you can click add new field. Then you get to choose where you want the data to come from.

Speaker 2 15:14
So I’m going to be adding together a bunch of different gifts, so I’m going to have that pull data from the gift pledge screen, but you can pull data from the main screen, from the contact screen, from the other screen as well. Then I want to tell DonorPerfect what I actually want this calculation to do. So, for example, we can do sum where we’re adding together a bunch of things, we can find averages, we can find the largest of something, the smallest of something we can provide a count, so if you wanted to see, like, how many donations somebody has given in the last 12 months, for example, you could find the example of the first, or the most recent, or even the most frequent option. So we’re going to keep it simple with a nice sum today, and then if you know your field names, you can just type directly in the box, for a lot of people, myself included. I prefer to take a little extra time, click on the find field button, and then just let DonorPerfect fill in the specific information, and then we can throw in our plus signs, our minus signs, our multiplications are divides, and how different fields interact with each other. So, again, I want to include amounts, I want to include pledges, I want to include fair market value for in-kind gifts. It helps if I put my plus sign in there again, but now what’s going to happen is DonorPerfect is going to take a bunch of donations, and it’s going to add the amount of those donations. If they have an amount greater than zero, it’s going to add the pledge totals if they are a pledge, and it’s going to add the fair market value if they are an in-kind gift. In some cases, you’ll want to apply a selection filter. We’ll do that in our next example. This one we’re sticking with lifetime, so I want to see everything, but I do need to make sure that I click include pledges, and I do need to make sure that I include my software. Save and close, click on the little calculator to rerun that calculation, I and let’s take a look at everyone’s favorite Roger Sandstone, and we can see the donor total value is $3,905 All right, now there is a special kind of calculated field that already exists in everybody’s database. It’s called an auto calc field, and I want to talk about that for a moment. So, auto calc fields are standard calculated fields. They exist on each donor’s record, and by default, they calculate the total amount of the donor’s gift. For each calculated field, you can apply a selection filter to restrict which gifts are being calculated. You have three. They are named AutoCalc one, AutoCalc two, and AutoCalc three. Easy to remember, these are meant for temporary calculations. So, for example, if you need to see a list of everybody who gave $1,000 or more in the last 18 months, autocalc if you want the field to exist permanently to use in a report, that’s when you should do what we just did, and create a permanent new calculated field. Autocalc fields can only operate on gift amounts; they are not meant to be used for counts or anything like that. The results are stored in those pre-made autocalc fields, as I mentioned, and this is again big one worth repeating. They are temporary. It’s kind of like a tissue, use it, and then move on to something else. So, if we go to settings, go back to calculated fields. There’s a search bar, so if you have a lot of calculated fields, you can look for the name, so we can see somebody created an auto calc field for the last 18 months. By default, your auto calc fields are going to be inactive, so if you click on inactive in upper left area, we can see we have auto cap two.

Speaker 2 19:10
So I’m going to look for everything that was given to a specific general ledger, so we’re just going to say unrestricted gifts, I like to add the description slightly, I kind of at a glance know what’s going on here, apply my selection filter, add new gift pledge general ledger is equal to, and of course unrestricted contributions, we do need to save the filter, so I’m just going to call this unrestricted contributions, and then I’m going to save that in my calculated fields folder, I’m. I don’t want to include pledges, I don’t want to include soft credits here, so I can save and close. I did forget to do something very important, one moment I do need to remake this active, so I’ll recalculate, and now what I can do is with that auto calc field, I can go into reports, open up the listings folder, open up the fan favorite export file, and let’s say I want to find everybody who’s given $1,000 or more to unrestricted. What I can do is again build a filter, and instead of going into gift pledge and searching for general ledger is unrestricted and amount is 1000 I’m going to go to main bio, because this is a cumulative total. I’m going to find auto calc two, and I’m going to say greater than or equal to $1,000 Click done. Take my basic mailing template. We’ll just make sure we have the auto cap fields in there, so add that real quick, and we can see if we scroll over to the right, here’s everybody that’s given $1,000 or more to our unrestricted ledger, and again, the reason that we had to build a special filter for that is because if I had filtered for gift amount is greater than equal to 1000 and the amount was unrestricted, or the ledger is unrestricted, it would only find one time gifts of $1,000 or more. So that’s the auto calc tool again, calculated fields, very powerful tool in DonorPerfect. You can use them for a lot of things. We have the permanent ones for you, and then we have those auto calcs for those quick reports, or those quick mailing lists you need to put together. All right, and finally, let’s talk about user management in DonorPerfect. So, user management helps your team maintain the integrity of your data by limiting access to different aspects of DonorPerfect on a user by user basis. So, for those of you with a bigger team, this section, I think, is going to be particularly useful. So, user permissions allow you to customize how each user on your team interacts with DonorPerfect. You can grant them access to specific tools and modules. You can let them edit or delete records and reports, or you can stop them from doing that. You can ensure that they only have access to the parts of the system that they need in order to carry out the rules, so for example, if you have a volunteer who they can do a little bit of data entry and they can run some basic reports, you know, we can make sure they don’t touch global update, we can make sure they don’t touch imports, so if we go back into DonorPerfect and go to settings, and then you have user management at the bottom, so to create a new user, just click on add new user, give them a username and first name, they do need a unique email, do and then on the left side you can go in and start customizing their permissions, so entry screens is going to govern all of their abilities to interact with the data itself, so access means that they can view it. Edit means that they can modify it. Delete, of course, remains means that they can remove it. So you know you can modify their ability to access accounts or addresses, bio contacts the donor search profile at the top of each screen, the main screen? They will always be able to look at it, so just be aware of that. Under mailings, you have the ability to limit their access to our Constant Contact integration, the ability to access the mail merge function under Mailings. Under reports, you can modify their ability to view certain types of reports, and we have that broken down into like easy reports, export to file, financial reports.

Speaker 2 24:51
Under tasks, there’s the ability to modify or access our gifts batch entry tool. As well as events management, monthly giving, moves management, and then pledge reminders under utilities. I do highly recommend anybody who has not been trained on managed duplicates, global update, or import. You probably want to restrict their access to those tools until after you’ve trained them, because these three tools can change a lot of data very quickly. Not to say that people shouldn’t have access to them, but make sure that they’ve been trained on it first. And then under settings, you have the ability to modify what they can see in the settings tool, so you can access things like calculated fields, code maintenance, they can also edit or delete codes, export templates, which they can also edit or delete. Anybody who has access to user management, here at the bottom, they are what we would kind of nickname an admin user for your organization. So, if you want to make sure that people can’t change any of the permissions you set, just make sure you remove access to user management now. If you take that off, they can still go into user management. The only thing they’ll be able to do is reset their password. And then apps, the ability to access the Constant Contact login screen, DP Mobile online forms for QuickBooks Online. Only one user needs access, so your finance person should have access. For everybody else, turn it off. And then, if you click save, it will create that user. User groups are very similar to editing user permissions, but instead of it being applied to just one person, it creates essentially a user template that you can apply to multiple users as they come in. So, like I said, you can create a user permission template, you can then assign these to users to quickly adjust their permissions, so this is particularly useful if you have, like, a lot of volunteers, rather than going in and managing them individually. You can create their login, apply the user group tag. Now they’ve been updated with all the correct permissions. You can still apply changes on a case by case basis, so if you have somebody who is at a certain role, but you trust them with some extra responsibility. Hey, you can, you can add that global update permission to them, and then they can also be set up to modify access to specific fields in DonorPerfect. So, user groups can be handled here under the groups tab, and then we can see we already have a few options in here. I can edit an existing group, I can delete a group like I just did, or I can add a new group, the name of no spaces or special characters, except for the underscore, and then I can go in and apply the changes. So, for example, if I wanted to remove somebody’s ability to edit or delete anything, now I can just give them access, you know, their mailings, and maybe I don’t want them to access Constant Contact, you know, under reporting again. Maybe I just want to be able to access certain things, but not edit or delete. Turn out, let’s turn off fuel nuggets. I’m going to take all tasks off for this one. Take all the utilities off settings. I’m going to leave user management on, because I’m going to change, make this change to myself, and I want to be able to fix it later. So we’ll take away everything else. I can take away access to apps, I’m and then to apply that change I can go to users, I can look for my record or my login, and then if I go down to user groups, you know, we can see, you know, I can access just about everything, but if I go to user groups and say I’m a DPC user, and now we can see things are a lot different, so I’m going up, but I’m going to save that, I’m Now we can see now if I go to tasks like I don’t have access like anything. What if I go to user management? If I reedit my login, I can remove myself from the user group, and we can see now I’m back in business. So again, if you have a larger team, or if you have a lot of volunteers.

Speaker 2 30:21
User groups makes it easy to manage everybody’s access. Make sure they can only touch the parts of the system that they need. So we’re going to wrap up by discussing security filters. So, while user permissions limits access to specific functions and donor perfect security filters limit access to specific records. This is great for solicitors who manage strict constituent portfolios, volunteers who don’t need full access to your database, or in some cases there are organizations that share donor perfect systems. They utilize selection filters, so you don’t need to learn a whole new system in order to use security filters. If you, or if you know how to build a selection filter, you’re already 90% of the way there. The nice thing with these security filters is the selection filters that you build for this function can only be accessed through user management, so you don’t have to worry about building a security filter, and then having a coworker like accidentally change it, because they used it for a report. They can be applied to donors, gifts, and contacts, so you can really customize exactly what people can see. And then they are applied to the quick search function, they are applied to the advanced search function, the constituent list, and to reports, security filters are not applied to calculated fields, so just keep that in mind. And what I mean by that is, if I limit my ability to look at records with a security filter, you know, if my colleague Sean Patero is a record that I’m not allowed to see when I go search for them, I won’t see them in a report, I won’t see them in the search function, but if I limit it to a specific gift, that gift would still show up in a calculated field on a record I’m allowed to look at. So, let’s go back into user management, getting ahead of myself here. Let’s go to security filters. Let’s make sure I can access security filters. Hold on, I know what it is. I forgot to actually log out. Log back in anytime you make changes to the teachable moment, anytime you make changes to a user’s login permissions or anything like that, you do need to sign out and sign back in order to reset. So now if I click on security filters, there we go, we’re good. So earlier I’ve created a security filter where I can only look for records assigned to myself as the solicitor, just so everybody knows that I’m not cheating. I’m going to recreate that filter, so on the main screen the solicitor has to equal me. So we’re going to continue. You must save your security filters. They, so when you save it, it just has to have a name. Keep your names simple, keep them to the point solicitor equals Sean. Now, if I go back to a user. I can go down here to security filters, and I can apply it. Before I do that, I’m going to open up the constituent list. I can see all of these records now. There’s 340 of them. If I go to the search bar, I can look for any record in the database. So I’m going to reassign Roger to my colleague Sean. Now I’m going to apply my security filter. I’m going to save that. I’m going to sign out Roger. Roger Sansones’ name does still appear here, but if I click on it, I can’t access Roger Sandstone. If I type in his name, his record’s not going to be found. If I go to the constituent list, I went from 304 40 to 14 records, there’s no Roger Sandstone in there. If I go to the report center, go to listings, open up the constituent summary, run the report again, no.

Speaker 2 35:22
Rogers Hanston, I go back to settings and go to user management, and I can remove that filter, save it, and then when I sign out and sign back in, it’ll reset, I’ll be able to see everything in your database again, and then there’s our dear friend Roger, so that’s those are different ways that you can better manage your donor perfect database. So, some recaps and takeaways before we turn it over to the Q and A. Customize the data entry screens to suit your organization’s needs. Create custom calculated fields to access the data that you need, and set up user permissions to establish roles and ensure data security and integrity. Welcome back.

Speaker 1 36:51
Good to be back. Are you ready for me?

Speaker 2 36:53
Oh, I’m ready.

Speaker 1 36:55
Oh, we’re ready. We’re ready for the audience, and there’s a lot of Seahawks fans.

Speaker 2 37:00
Yeah,

Speaker 1 37:02
there are. There are questions about work, but Who is your favorite Seahawks player, and why? Okay,

Speaker 2 37:11
yeah, because he’s a nerd. I like Magic Gathering. He likes Magic to the Gathering. Seems like a cool dude. So, yeah, gonna be my next jersey. But let’s talk about I’ll talk about the Seahawks all day. Let’s talk about Donor Perfect,

Speaker 1 37:23
easy, easy. Okay, so going to our Q and A, Julius asks, Can you change the username after a user has been created?

Speaker 2 37:35
Unfortunately, you cannot change the username after a user has been created. The only thing you can really do at that point is delete that user login, and then create a new user login with the same email, but with the new username. You can change, like, the name that’s associated with it, but the username, once it’s built, is locked in, and that’s because it also ties to the DonorPerfect community. So we need to have that, you know, that locked in one to one kind of connection,

Speaker 1 38:06
cool. Love it. And here’s another one. Going back to calculated fields earlier, when we have pledged payments coming from a different entity and their soft credits, is there a way to ensure that the calculated fields don’t include those soft credits,

Speaker 2 38:24
so the I may have to ask some clarifying questions to give you the best answer to whoever asked that question. If you don’t want to include soft credits at all, you just don’t check the include soft credits. If there’s specific soft credits that you’re trying to exclude, it would really come down to this selection filter, so you would either have to exclude like a specific solicitation code, or if it is really like kind of a case by case basis, you may even just need to create a custom field that you can like a checkbox that you could use to kind of exclude the ones that you want to exclude. I would, if for that person who asked that question, I would recommend reaching out to support when you have some time to have a one on one conversation.

Speaker 1 39:12
They’ll be able to give you the one on one attention you need for some of those complex reports, and more questions coming in, love to see it. Everybody going through these. Karen asked earlier, if you change or delete a field or a section and there’s data there, can we assume that it’s lost if we delete that field?

Speaker 2 39:35
So, in Screen Designer, and I kind of hinted at this earlier, if you delete a field that has data in it, it’ll warn you, like, first you’re going to get the, are you sure, and I’m not actually going to delete this, because I don’t, I don’t want to wreck the system, but it’ll warn you if there’s data in there, it’ll basically say, are you sure you want to delete it, if it’s being used by an online full. Form a calculated field, and I believe if it’s being used by a report, it’ll also just stop you. So, if the field is being used by other parts of DonorPerfect, it will stop you from deleting it. For sections, it won’t let you delete the section if there’s fields there, so you do have to move the fields out of the section to remove it. Okay,

Speaker 1 40:26
good to know. And going back to one of the calculated fields that you made earlier, donor total value very helpful. Nicole asks, can we assume that we can filter for a time range, and she specifies a total value for, say, last calendar year.

Speaker 2 40:50
Yep, so I would just have to apply a selection filter, and in that filter just say gift pledge date of gift between, and then whatever range I want, so we said last calendar year, is that right? And then we’ve seen all gifts 2025 or something like that, and again, always name your filters after what the filter is doing, so that way you know, in 10 years I could look at this and go, like, oh, hey, it’s gifts in 2025 save and close, recalculate now. If I am going to base it off of a year, I would probably call this something like Ly underscore donor total value, so that way I know it’s for last year, but short answer is yes, you can absolutely apply those limitations.

Speaker 1 41:47
Excellent, love to see it. Selection filters everywhere, and there’s a lot going on on the gift screen. Erin asks, under a gift, can we remove info we don’t need, like golf info, banquet info. As far as she knows, they’ve never used either of those fields before.

Speaker 2 42:06
Yeah, so if you go to this screen designer and the top left corner, you can actually choose the screen you want to modify. You can even go a step further, and for example, select golf information as a section. You can see we’ve actually hidden those in our webinar and presentation system, but you can select all and either turn off the ability to display them here, or you can go into a specific field and uncheck or check read only, and I always recommend, if you are trying to do some spring cleaning in your database, start by deactivating, start by hiding, and then once you know you don’t need it for real, then that’s when you can start deleting, but it’s always better to kind of put it in a box in the attic before you actually like take it out to the curb.

Speaker 1 42:56
Okay, and didn’t make it to Q and A, but there were a couple people asking about the user reports. Had you gone over those for seeing if people are logging in?

Speaker 2 43:08
Yeah, so we have a little time under settings user management. There are the ability to look at some user reports. There are only two user reports. They are the ability to check login activity, where you can just see, like, hey, who’s been logging in, so we can see I’ve logged in like 1000 times today, and then the other thing that you can look at is the daily activity summary, which will let you see the user, what time, what day they did the activity, and then it is very, very surface level, but you can see, did they add donor records? Did they modify donor records? Did they add gifts? Did they modify gifts? So, Sean, we can see that you put a bunch of gifts in the system to prep for the conference a couple days ago. It’s all right, but you can’t see, like, what the specific records are unfortunately, so you still have to follow up with your colleagues to figure out exactly what changes were being made.

Speaker 1 44:08
Excellent. Okay, and we’re almost at time. Thank you so much. There were a lot of great questions, and a lot of love for DonorPerfect, and all the information we have. Thank you, Mac. As we are wrapping up, thank you for attending. We hope you had some great takeaways. Next up is Donna Mitchell with our Advanced Leader Sub Session Clarity System Health and Growth Strategy in DonorPerfect, or you can attend Roberto Campo Beginner Session Flow Workflows That Build Loyalty. Thanks everybody. Take care.

Speaker 2 44:42
Take care. Bye.