Data Entry 101
Learn how to enter and manage your data in DonorPerfect. Topics include: entering individual donors, organization donors, gifts and pledges, setting up key fields for meaningful reporting, and leveraging resources that will help you excel
**You can find the handout for this webinar here:
Categories: Foundation Series, Training Webinars
Data Entry 101 TranscriptPrint Transcript
And this is data entry 101. Your trainer for today is Arlene Berkowitz. And I’m joined by Jonathan pull off again. So in today’s webinar, what we’re going to talk about is a snapshot of a constituent record. We’ll be going over the Read More
And this is data entry 101. Your trainer for today is Arlene Berkowitz. And I’m joined by Jonathan pull off again. So in today’s webinar, what we’re going to talk about is a snapshot of a constituent record. We’ll be going over the terminology. And by that I mean the key fields where data either is already entered, or you will be entering going forward data in certain key fields and why they’re important. We’ll talk about the distinction between individuals and organizations. We’ll talk about a key screen called The Gift screen. And what goes into that gifts screen. What are the the key fields on that screen? Similar to or kind of related to the gift screen, we’ll look at the pledge screen and you’ll see many similarities there. Last but not least, we’ll talk about helpful resources. While I hope that many, if not most of your questions will be answered today. You’re going to have many more questions as we end this webinar, or throughout your lifetime using DonorPerfect. So we’re going to share with you how to get those answers. All right, so we’ll start with this snapshot or think of it as a cross section of a constituent record. Now, not all of your constituents will have all of this information. At a minimum. When you create a constituent you’ll have biographic biographical or demographic information, so that the main screen will have something like the name and probably contact info how you’re going to communicate with them or reach them. We hope that shortly after, if it’s not already there, you’ll have financial information from your constituents. We call those who have financial information donors. But any name that goes into DonorPerfect, we use the label of constituent the financial information can be on the gift screen and or on the pledge screen. And we’ll dive into the difference between these two. You may also use the contact screen in DonorPerfect. That is where the communications that have either been sent to the constituent in terms of an email or a snail mail appeal, or perhaps more personalized communications like interactions with a phone call or a visit. With that constituent, all of that will be recorded on the contact screen, you might use the other info screen for some miscellaneous activity, it’s always going to be nonfinancial information, and what is typically entered there would be volunteer hours. Perhaps you want to record the dates that your constituents served on certain committees or board terms. And if you teach classes or webinars, you could also record the names of those webinars or classes the date attended, and perhaps even who taught the webinar. You also have on DonorPerfect for every constituent a links screen. That screen is where you’ll tell the story of the constituent and their relationship or chips to other constituents in your database, such as parent and child or employer, employee, or even between friends. And one other screen that everyone has is called the addresses screen. If the donor has more than one home, you might want to record that address. And if that donor is in that home during certain months of the year, typically in winter when it’s cold. You can enter when the donor will live at that home. You might have work addresses on the screen if you have the home address on the main screen. And additional emails will also be entered on the addresses screen. That’s A very broad overview of the different areas where you’ll be seeing or entering data in DonorPerfect.
So I’ve used this term constituent, I also introduced the term donor. So we would hope that your donors are in DonorPerfect. However, you’re not limited to only put donors into DonorPerfect. We would hope that you’ll also record or track the journey that your prospects take to turn into donors, and all the interactions that happen with them. In the terms of mailing an email and personal interactions. Perhaps your organization has members, maybe you’re a museum, or a zoo, or a botanical garden, just to name a few. So your members would be in DonorPerfect. Many of you use volunteers to help you carry out all the important activities and programs that you offer. So volunteers could be in DonorPerfect. And you would record the hours that they work for you on the other screen. Does anyone have any other suggestions or examples of major groups of constituents? Is there anything I’m leaving out here?
If any of you have clients that you serve, or provide services for, you may put your clients into DonorPerfect. Great, thank you, Emma. Yes. either past or future grant funders can go into DonorPerfect as well. I would agree. Maybe event sponsors. Vendors, Thank you, Megan, you got it, you got it. And I hope everybody has a board. You may not know everybody who sits on your board. But I would hope that your board members are reflected in your DonorPerfect database. Oh, I love that. Alan, Alan is suggesting the people who have adopted animals, if you are a humane society, a shelter, something like that. Definitely you could have your adopters because they are so appreciative of what you’ve done for them, and how you’ve enriched their life, that they hopefully will be very much on board with also becoming donors. grantors Yes, exactly. So foundations to whom you are applying for grants, you’ve got it, you’ve got it. Excellent. So there really is no limit who could go into DonorPerfect. So just wanted you to be able to think outside the box. That yes, while the name of the software is DonorPerfect, we would expect you to have your donors in there. But if we think outside the box, we could have our prospects. Members are usually considered to be donors, but you could make a distinction, but volunteers, adopters, etc. You got it. Alright, so now let’s proceed in terms of how to enter and name word constituent and DonorPerfect. What we recommend is first, make at least one, I would say two or three attempts to search for that entity. The easiest way to do that is at the top left corner of every screen, you will see a box that looks just like that called Quick Search. Alright, that quick search is there because it really is easy to find someone. If this is your first time using DonorPerfect then you are a relatively new employee. When you click in the Quick Search, there might not be anything there. So you may want to type the donors name or constituents name. If we type John space Mason, it’s going to look for the constituent named John Mason. If we type in Mason, it may only look for or I’m sorry, it will look for someone whose first name begins with Mason whose last name begins with Mason, maybe lives on Mason road, or maybe their city is Masonville or their spouse’s name is Mason. So there is a wide net in terms of where that quick search is going to work. If that gives you a very long list, or maybe the Quick Search, when you hit Enter, doesn’t give you the names that you thought, you may want to then use the advanced search. Now the advanced search would be using these fields. So you can narrow down or kind of pinpoint exactly what you’re sure of. If you know that the first name begins with Mason, simply type it here and the case does not matter. If you know that the last name begins begins with Mason, then feel free to put it here in the last name. And you can use not only one field, but you can use two or more fields to narrow down maybe if the last name of Mason is common in your town. And you might want to say Oh, but this particular person with the last name of Mason lives in the sinc city of Santa Barbara. So you can narrow down and put in two or more fields of information. Also, if you have used DonorPerfect before, a little tip is that when you click in the Quick Search, any records that you have last visited, or at least the 10, most recently visited records will appear when you click in the Quick Search initially up at the top left. Right. So this is a big net that it’s searching in. But to narrow it down. That’s where we’re suggesting that you can type here. And it’s interpreted as this particular field begins with a letters that you’re typing. But there is a little also trick or another advanced feature. What if no, their name is Mason, but you know that they live on Mason road for some reason, that may have stuck in your head, you don’t know the house number. In the address, you could still find that person if you’re pretty sure that they’re in the database, that person or foundation or business etc. If you put the percent symbol YR, the percent symbol at the beginning of the address line and then type Mason, that means to DonorPerfect, that you’re looking for someone who lives on Mason, road Street, highway Boulevard, etc. But you don’t know the number of the house or business that comes in the beginning. So again, it’s the percent symbol and then type the street name if you know it. All right. In any case, if you’ve tried this, and I would suggest, try two or three attempts by changing some things to say, Okay, I am really certain that their city is Albuquerque, for instance, you still can’t find them, then what are you going to do? You’re going to add a constituent to your database. Now you have the choice of either adding an individual constituent or an organizational constituent. For anyone who solved the what is DonorPerfect webinar yesterday, we also discussed it there. On the left here, we show you a sample of what an individual constituents screen would look like. On the right is what’s called an organizational constituent. Think of it this way, the left we’ve got people on the right, it’s anything but people. Yes, there are people who work at a company or who is the primary contact at that entity, but the entity is not people. So let’s just repeat that. On this side. The relationship is with the person or with the couple. And the best practice and DonorPerfect is to have a record with a couple if there is some information whether it’s a return address label or Whether it’s the names printed on the cheque, and you see two names there, you would have two names in this record. If the check is written with both names listed there, or even just one that confirms that the relationship and the gift comes from that person or persons. On the flip side, in this case, the relationship is with the organization. Perhaps there is a sponsorship that came in from the ice cream palace. And the gift, if written on the check of the ice cream Palace means that the donation came from that particular organization. So like any database that you may have worked in previously, you know that when data goes in, we can get it out, right. This would be an example of how you could send out information or enter information that is I’m sorry, but we noticed something special. Anybody saying Wait, there’s Mr. Sam Jones here. But this says Sam and Sally, where is Sally’s name, ah, we recommend using the optional line here, when the spouse or partner, if there are two individuals in that household, and the spouse or partner has a different last name, you’re going to put the entire name here on the optional line.
If you’re in formal organization, and not using titles like this, so it’s just Sam Jones, then you don’t need the MS here and you would just be putting Sally Smith. But make sure that in the salutation. This is what follows the word dir and a letter that you have both names accounted for. Therefore, when you use the Merge feature, or mailings and DonorPerfect, you’ll have this constituents name on the first line. And whatever is entered in the optional line will come out like that. And then here is what is in the salutation of your letters. Now let’s look at what happens with an organizational record. Now an organizational record can either be a for profit company, it can be a nonprofit organization. So if you see the value that says organization that implies nonprofit, or it could be a foundation. Now those are the values that come with your DonorPerfect system. But you could add to the drop down. Maybe your organization has a large number of schools that you either have communicate or have a relationship with. So a significant number of constituents or schools, you would simply click on the plus sign and start typing school or something that we see very frequently now is this donor advice, fun phenomena. You might want to identify that that organization, if you want to call it bank or financial organization is a donor advised fund, then you could also add donor advised fund or just DAF as an option in the donor type drop down. But here we see something a little different. We see the use of an org prefix field. This field is actually the first name field that we saw on Mr. Martin record, the organization name. That’s what’s required. This is equivalent to the last name of an individual record. But we recommend that if any companies or foundations that you encounter have the word VA at the beginning, we isolate the word vA into the prefix so that they won’t all be alphabetically appearing in the T’s of the alphabet. When we do this, this will come out in the eyes for ice cream. Now the salutation if we know someone there is either how If we’re familiar with her, or if we don’t want to be that familiar, then you’re going to put in the title and the last name. If you know their senior position at that company, you can fill that in. And if you know, the primary contact at this company or foundation or nonprofit organization, you’re going to fill that in in the contact line. This is equivalent to the optional line on the individual screen. But what are you going to do if you don’t have a primary contact at a company or foundation, etc? Well, it’s okay to leave this contact, field empty if you don’t know anyone there. But make sure that your salutation says friends or friends have saved the bluebirds, for instance, if that were the name of your organization. When you follow these data entry, what we would call protocols, right? So these recommendations, then you’ll be able to have mail merge pieces, like an envelope, or a letter or labels that will come out properly. So the person who needs to get this mail needs to be your contact person, in this case, holly bush, whatever seen your title, maybe she’s owner, she CEO, she is Chief Financial Officer. That would go on the second line. And then we take the first name, and SEC second name, which is the organization name together. Otherwise, if it’s just called Ice Cream Palace, that is what would be the start of the line. Alright, so this is how information should be entered in order to have appropriate looking envelopes, labels, etc. And then the salutation would be whatever comes after the word DIR in your letter. Everything going okay, Jonathan, it looks like you’ve got everything covered. Excellent. Excellent. All right. So while that is the protocol for entering your name, and address, let’s say, you probably will want to segment your database in order to get specific mailings, or to report on certain segments in your database. And you’re going to use at least two key fields that we recommend. One of them being the donor type that I’ve already mentioned, this is a large group or broad identifier. It tells what kind of constituent are we dealing with. And each entity of each constituent each donor can only belong to one value in the donor type. Right, it is a what we call single value drop down field. And not that there’s any special number or maximum, but I would say kind of four to six, maybe eight choices would be the most that we would find in that. The flag field on the other hand, is where you are telling the story of a specific relationship that you have with this constituent. Is this constituent, a current parent? If you’re a school? Is this constituent and alum pneus of your school? Is this constituent, a current board or a former board? What about volunteers? If you have volunteers in your database, you may want to distinguish between current and former volunteers. Those are three or four of the most common examples, but they tell the story of what is the connection of this entity to your nonprofit. All right, and the difference between a flag and a donor type. While we can only have one value assigned to that constituent in the donor type in the flag field, a, an entity a constituent can have nine can have one, or they can have many different flags assigned to them. Why are these fields useful? Well, they identify and complete the story of why they’re in your database. They help you when you want to send targeted communications either by mail and or by email. Or to the extent you want to report on the, let’s say contributions that were made by your current board, the only way that we can do that would be to make sure it’s indicated that that person is a current board. And we recommend that that would be done in the flag field. Alright, so that is your terminology for now we’re going to come back to the slides after I come into DonorPerfect for a little bit. So if I’m looking for that example, Mason, kind of put that in, do I have anything? No, in this case, there’s no Mason whatsoever, and I get a no records found. Then you’ll either click the add individual, if that is a person, or there will be a couple entered, or it’s mason jars Incorporated. That would be an organization record, specifically a company. So when you click add individual, the fields look like this for the most part. Now, here’s a note about our webinars, you may see fields here that are not in your system, or they may be in your system and in a different location. That’s the beauty of DonorPerfect is that later on, you can add fields, or you can move fields that might be in a different location. But it says the constituent contact section for individuals. If instead it were mason jar Incorporated, you would click the Add organization link. And notice the organization prefix is here, that’s really just used for the word VA T AG. Otherwise, Mason Jar would go here, if we have a primary contact, that name goes here.
And then over here is the salutation for what will go after the word dear in the letter. Alright, so just so you can get familiar with something that’s already built in. Notice, I clicked in Quick Search. And I see all of these records that I was in whether I just looked or I saved information in it. I’m going to go into Katy Perry, some of you may be familiar with her. In this case, we’re not going to be formal, or the donor has insisted, please don’t call me Ms. Perry. So we’re going to be informal. And that might be something to discuss and set for your organization. What culture is it informal? Or is it a more formal culture where it is more appropriate to use Mr. And Mrs. Dr. and Mrs. Doctors, et cetera. In this case, we show you that Katy Perry is listed as the primary constituent. But her I believe still fiance has a different last name, Orlando Bloom is listed here. And the optional line, here is a street, I put this in here because of their daughter’s name, and city, state, zip etc. We see that the donor type here is individual. These are the choices. But as I mentioned, if you have other significant groups, major groups, you could simply start typing and click save, so that you could use that for this or any other records going forward. The salutation here needs to incorporate both of their names kdN Orlando, if the mail goes to Katy and Orlando. Nope, you’re not sure how a mailing is going to look. We have this great feature called instant merge right here on the main screen. So I’m on this blue action bar, click on the instant merge hyperlink. Now there might be other things there. But I’m going to use either the general outreach letter or the letter general. They should be the same. And then I click Merge, just so that I can get a Word document that will show me what is it going to look like if I send mail to them? Oh, okay. That looks pretty amazing. Now later on, you’ll learn how to take this template and put your own organization’s logo on it, change the mailing address, and change the body of the letter, for instance, but at a minimum, I like what I say here. So that means everything is fine on the main screen. In the flags field, this is where I can have one or more labels to identify why they’re in our database, or what is so special about them? Well, they are she are a VIP donor, we might need to know who are the VIPs in our database, to the extent that we want to have a keynote speaker at our benefit that’s going to be later on in the year at our gala, okay, now, these are some suggestions. But for instance, the board member, that pair of current as well as former or volunteer current as well as former, because if someone is a current volunteer, the point at which they are no longer a volunteer, you want to change their flag, and update it to say, former volunteer or past volunteer, however, it’s worded in your system. Okay. Now, in Katie’s case, she might have led us now, I’m very happy to donate we love what your organization does. But please don’t send us any appeals. In that case, you have a contact Preferences section. And you would look for the do not send mail. And in this case, we want to prevent any appeals from going to them. So we would select in this case, no male requested notice, there are other options. But in this case, it is because the donor has said they don’t want us to send appeals. And then we would select that. And make sure any changes you make you click Save to update the record. All right, let’s get back to our slides. Okay, sooner or later, you’re going to be entering gifts, we hope that you are going to have dozens and dozens of gifts to enter. Well, before you get ready to do that, we want to make sure that the terminology is clear. These terms might be new to you. So I’m going to take it slowly and explain. One field that is on your gift screen is called General Ledger. This represents the income account or the designation of where the money is going on the accounting software. Many of you use QuickBooks or someone in your organization uses QuickBooks. If you’re using sage or MIP, or any other accounting software. This is where the income accounts on that software would be listed in the general ledger drop down. You may want to use a campaign field that represents the fundraising strategy under which several solicitations are organized. So it could be a group of solicitations or it could be the annual fund. But the most common example of a campaign is going to be a capital campaign. And within a capital campaign, there are usually different appeals there might be an event or two. There might be a personal ask from a board or staff member. So all of those different vehicles are organized under the umbrella of a capital campaign. The term solicitation is what was the effort that was used to bring in the donation. Typically it’s going to be the appeal or the event. But it could be that you receive Memorial donations or in honor off. You could group that together as tribute gifts. It may be what we call unsolicited or white mail. It just shows up in the mail. We didn’t do anything to get that money to come in the door. work. And it’s unsolicited, as we call it, this helps you and your colleagues or directors report on what things are going well, what things are more successful, what things didn’t do as well, maybe there was a particular appeal. And if it was done in the summer, maybe the timing of that wasn’t great because people were on vacation. If your organization holds events, like Galus, golf tournaments as the most common, you can use the sub solicitation field to record the sub categorization, or the component or what we call the revenue stream within that event, for instance, ticket purchase, golfer, sponsorship, journal ads, so whatever they are paying for, for that particular event, you might want to be able to report on how did your ticket sales do versus possibly additional donations at that event, versus sponsorships, etc. Now, last but not least one other field is the thank you template. This is where you’re going to indicate which message you want to use to send your acknowledgement to the donor. We have a webinar that will be taught next week called receiving 101. Well, you’ll where you’ll learn how to merge those messages on letter documents or Word documents with the data from DonorPerfect for that could be done in an email template. But here in order to acknowledge your donors, and the fact that you will probably have different messages, depending on why they gave, then you’ll indicate which message you want to use.
And use might say, Well, why is all of this stuff important? Arlene? Can I just put in the dollar amount of the gift and the date? Yes, you could, by no means am I kind of stop you. But there’s just one small thing. This DonorPerfect database was acquired by someone for a reason. And maybe that reason was to have better reporting than what was used in the past. If that’s the case, then we want to structure the data entry. And make sure that we can, let’s say reconcile to our accounting software. by reflecting in the general ledger, where is the money going to be used, what income account is going to have this money in the accounting system? Your development staff and directors are interested in this field called solicitation, so that they can report on how well did the golf outing in 2017 or 2019, or 2022. Do hopefully, it’s bringing in more revenue year after year. But in this example, this is one report that can be run in the financial report area where we can see the monthly trend in revenue. And whether it’s just one or two gifts, that’s okay, whether it’s one or it’s 100 gifts per month. This allows us to match or at least to provide information to our accounting or finance department that we received one gift in April, and that gift went to the building fund in May, there was one gift, but that total $400. Okay, so there are many, many reports that we can show you. And this is how you can get the information in the hands of those who need it. Now also speaking about gifts. I want to introduce another concept to you. Most of the time, you’re going to be working with monetary gifts, right? That’s what pays the bills. That’s what you can use to provide your services or purchase wheelchairs or or bring in consultants, etc. But you may also receive in kind gifts. If any of you do have in common gifts, would you mind putting them in the question area and give us an a sample of what type of income gets you get. But the majority of your donations will be monetary, whether it’s in a cheque, or cash or via credit card. All right, let me just take a quick look. Stop airline tickets, yes, tickets for events or gift certificates. Exactly. So that’s an example. Or if it’s not to be used for an event, maybe it’s items that are being that needs to be used for, let’s say, the clients that you serve, perhaps you receive diapers or you receive baby clothing, or women’s clothing, et cetera. So to record that, it’s going to be an in kind donation. So for monetary gifts, you’re going to use the Amount field and enter the value of that donation, whatever is written on the cheque, or the amount of that credit card transaction, the fair market value will be zero. The type of gift or payment method is where you’re going to select one of these options. And the reference field, we recommend that you put the check number. And the gift memo was not necessarily used, but it could be used for any additional notes that you wanted to make sure are retained on that donation. But we have on the flip side, in kind donations. in kind donations will have the Amount field equal to zero. Because we can’t deposit that gift certificate in the bank account. Right, it will have no impact on your on the income in or the balance in your bank account, the fair market value, and this is where you’re going to need to consult your accounting professional. But the fair market value could be the value of the item or service. Notice that it’s not included in donor communications, specifically thank you letters, but please consult with your accounting professional to see if this is something that you are able to record and DonorPerfect, or they suggest that you do not and you would leave it as zero, the type of gift field will be reflected as in kind, we recommend that the reference field instead of putting in a check number, the short description if it’s diapers or food or clothing, etc, would be injured or a car if any of you take cars as well. But in terms of what kind of car, the description of the year, and the make and the model that would go into gift memo, as well as a full description of of what you got three bags of children’s clothing, one bag of men’s clothing, and one bag of household knickknacks. That way this gift memo can be used in your acknowledgement. This is what you need to mention in your thank yous. All right, so now let’s go into the gift screen of Katie and Rolando and look and see. Now this is all fictitious. So the pencil here allows me to edit or look at more information because I might not have the full story here. Here’s another tip in DonorPerfect if there is a.at the top right corner of this word, that means that there is information on that screen. I’m going to click on the pencil. Here we see the date that we received the donation because the gift was saved. It is read only. But this reflects a $500 donation. What format did it come in? Well, this is a check. Now in our system, we have set up a few fields here with a or n asterisk. This red asterisk means that you cannot save the information unless something is built in. Meaning this is a real required fields in our database. Here we have all of the options. The general ledger equals the accounting fun, you would want to make sure that the choices here are identical to what is used in your accounting software in the income section of the chart of accounts. If you use campaigns, then here are some examples Annual Fund is probably used commonly. Or it may just be blank. The solicitation we’ve also made as a required field for our database. And in this case, it just came in the mail or maybe Katie, hand, delivered it to us. This is the reason why she made a get what was it in response to? Okay, now, some of you if you have a long history of fundraising, number one, congratulations, that is wonderful that you’ve been doing this for so many years. But that might also come with a very long list of items in the solicitation field. If that’s the case, then you click on the plus sign, click at the bottom right on Manage codes. And if there were something that happened a long time ago, which I don’t have, but I can show you, if I toggle here to the old side. Ah, yes, we don’t want to delete information. But we have inactivated these things that happened in the past. Let me bring it back, so to speak, to an active status. And if I have things here that happened one or more years ago, we would recommend that you click on the green check to make it in active so that it doesn’t appear in the drop down, making it easier for you to pick from that drop down.
However, if you’re wondering, well, is that going to jeopardize my reports? Not at all, you’ll always be able to report on any values that are in activated. All right, few more slides. I mentioned this word pledge before a pledge is a promise or a commitment from your donors. There are two types of pledges. Either the donor has what’s called a fixed total, where that is a specific sum of money or commitment that the donor has made. Once the donor fulfills 100% fulfills that commitment. That is the end of that commitment unless the donor makes a new one. On the other hand, what we see more often now are what are called open ended or recurring gifts, recurring pledges, a little bit of a, I’ll say misnomer because a recurring gift really is the pledge commitment to pay X dollars every month until we don’t know when. So a pledge slips. A pledge screen has a lot of the same fields that the gift screen has. So let me show you on the pledge screen. This field the date of the pledge reflects when did the donor sign or give you the commitment. The start date, though, in this case was pushed out because Katie said, don’t start my pledge until or I won’t make the first payment until February 10. In this case, the total is zero. We do not know how long Katie and Melinda will continue to pay this $50 How often per month, we would hope this continues for 510 years, etc. But that end is unknown. So the total is zero. So that’s how the pledges entered. And all of the pledges that are I’m sorry, all of the payments on this pledge will come over and be recorded as gifts. All right. So hopefully you have learned some new terminology. You’ve seen the best practices and what we call protocols for data entry, you’re probably going to have some more questions. So what happens after this webinar? Well, from the homepage, you can follow or use these computer based tutorials. You can also use the question mark at the top right. And that has resources to chat support or go into our knowledge base. You can also use the walk me through because it has some very brief videos about two to three minutes long on dozens and dozens of topics. And it also has those tutorials that you can run in any order that you want. You can reach out and look in the community for many resources, especially for how does DonorPerfect handle membership, or how to build a selection filter. So any words or terminology that you’re learning and you want to understand it better any feature that you’re not familiar with, simply search for that feature or terminology here up at the top of the community. You also when you first land on the knowledge base have these different tabs to get to certain articles. There are some videos here, there’s a glossary of terms. There’s also fields that are standard in every database. Last but not least, I know that all of you have wonderful suggestions. That’s why we depend on you. We love the input that you provide to make DonorPerfect better. In the community, you can also go to suggest and vote where you can enter your idea or look there to see if maybe your idea was already presented or entered by someone before you and you can vote on existing ideas as well as your own ideas. That’s how we improve DonorPerfect throughout the year. So please let us know what is valuable to you, and how we can make DonorPerfect, better for your organization’s needs. So in summary, please make sure that you understand our protocols and communicate them within your team. So establish data entry protocols, so that you have consistency within your database. There are key fields on the gift and pledge screen. Those drop down fields. And they will have an impact on your reports and the quality of the data that you can pull out of DonorPerfect. And we have lots of resources to help you get used to get comfortable with this new database. Please sign up for as many webinars as you’re able to attend. If you are able to join us next week, we will start with importing one on one and then receiving one on one. So this has been a pleasure having you today. If there’s any final questions, Jonathan and I are here. We really appreciate you. We are so thankful also for all of the services and the missions that you were able to fulfill. I look forward to seeing you in future webinars. And don’t forget, if you haven’t downloaded the handout, you’ll find that towards the bottom of your control panel. So thank you so much, everybody. It has been an extreme pleasure having you. Good afternoon. If you have additional questions we will say a few minutesRead Less