In an effort to improve DonorPerfect Online navigation, we have re-organized all available Modules into one convenient menu. Modules are optional components that you may choose to implement. Some modules, like EFT (Electronic Funds Transfer) and Orders Management, are purchased separately and require some additional training. Other modules are free, and can be used at any time - though we do recommend training!

When you login after the upgrade, you will notice that the ‘Batch Entry’ navigation tab has been changed to ‘Modules’, and all modules have been placed below it as sub-items. Here is a look at how the Navigation has changed:

Ultimately, this change in navigation provides a cleaner look to the Utilities screen and enables us to place new modules in the same logical location (Modules).

The DonorPerfect Online Dashboard has been overhauled to provide more functionality than ever before- in fact it can now be considered a ‘Portal’ into your other activity on the Internet.

Here’s what you can expect to see:

• Share Your Dashboard Reports - DPO now offers you the ability to ‘share’ Dashboard reports between users. After you create your report, simply click the ‘Share’ link and select which users need access. The next time those users login into DPO, they will see your report on their dashboard! This new feature eliminates the time consuming task of creating dashboard reports for each user.
• Display Open Contacts - This new section will display a list of all open or overdue contacts that have been assigned to your user ID. Overdue contacts will appear in red text and are drillable down to the contact record. Open contacts will appear if they have a due date between ‘today’ and one week ahead.
• Create Custom Website Links - Personalize your Dashboard by creating user defined links to your favorite websites! You can create an unlimited number of links to your own website, your email, or news and information websites.
• View DPO News - These links provide access to our user forums, product website, and our updated weekly Blog!

To help you organize campaigns more effectively and manage personal interactions with your donors, DonorPerfect Online is proud to present “Moves Management” planning! Organizations of all sizes can benefit from this flexible new tool, which will help you work strategically with your constituency to build strong, lasting relationships (and raise more money) through a series of planned ‘moves’ for each constituent.

Features and Benefits include:

• Flexible plan design- create an unlimited number of actions!
• Set Moves Management campaign goals
• Track solicitor assignments
• Auto-schedule future tasks
• Analyze campaign status reports
• And much more!

We have redesigned the method of tracking Tributes, such as honorariums and memorials, in DPO. This new method will allow you to easily create, process, report, and acknowledge all tribute donations through the new ‘Tribute’ data entry screen.

Features and Benefits include:

• Track an unlimited number of Tributes per constituent
• Link all donations to tribute records
• Easily acknowledge all donors
• Inform the honoree or main contact of all contributions made

To compliment this new method of Tribute tracking, DPO has also added three new reports: Tributes List, Tributes Summary List, and Tributes Support, all three of which are located under Reports, Financial Reports, and Tribute Reports. Please Note: The old Memorial/Honorarium fields have been removed from the Gift screen, but are still accessible through filters and the custom report writer. In addition, any data that was stored in these fields has been appended to the Gift Memo fields so it is easily accessible.

It only takes a few minutes to learn this new method of tracking Tributes. If you currently track Tributes, you can refer to the Entry Screens chapter in our updated manual, or sign up for our Basics Webinar.

DonorPerfect Online now includes an additional layer of security. Created to comply with some new security regulations for our Health Care clients, this new administrative option includes the following features:

• Password expiration periods- passwords expire and must be reset after XX number of days.
• Automatic password expiration reminders
• User lockout after 3 unsuccessful logins

You can choose to enable these features by clicking on Utilities, Parameters, and General Parameters and check the box labeled ‘Enable advanced password security.’ Just below that box you can enter a password expiration period (in days) and the system generated reminder period (in days before expiration).

Are your list of filters becoming overwhelming and hard to manage? With our new Saved Filter Folders, when you save a filter, DPO will present you with an option to save that filter to a folder - making it easier than ever to organize your saved queries. To manage your folders, go to Utilities, Code Maintenance, and select ‘Filter Folder ' from the Show Only drop-down box.

We’ve re-organized the Financial Reports page by logically grouping our reports into five categories:

• General Financial Reports
• Pledge Reports
• Direct Mail Reports
• Tribute Reports
• Moves Management

This new organization should help you easily find the financial reports you need. In addition, we have added an on-screen description for each report to help you understand the benefits of each report. Try them today by clicking on Reports, Financial Reports.

In our on-going effort to provide better and more useful reporting and analysis, we’re pleased to release the following new reports!

In the past, the only way to export groups of donors (for example, to Microsoft Excel or Word), was to create a filter and then Mailmerge the results to these outside applications. With our new Customizable Export Templates, you can easily create multiple export templates that include ONLY the fields you want to export. This makes the process easier and less cumbersome because you only export the fields you need.

In addition, any sub-report from any financial report will include an ‘Export to Excel’ button which will export the report detail to Excel. This makes it easy to download segments of a report without running a separate process.

These exports are defined as customizable export templates, which can be configured to include any or all of the fields in your DPO system.

Features and Benefits include:

• Create and customize an unlimited number of templates
• Choose any field from the Main, Bio, Gift or Pledge screens
• Export a list of donors as a .CSV file from ANY report drill down
• Determine the default sort order for your export

To set-up additional templates, click on Mailings, and Export Templates.

We wanted to make processing gifts easier than ever before. So, in addition to the new look and feel of the ‘Receipts/Acknowledgement Processing’ (formerly Batch Processing) page, DPO now offers an improved way to issue unique receipt numbers to each gift transaction. This unique receipting convention can help you with your year-end auditing and gift tracking. This feature is primarily geared toward meeting our Canadian clients’ needs as well as providing a way for any organization to systematize their receipting practices.

To activate this feature, go to Utilities, Parameters, and General Parameters and check the ‘Activate Receipting’ check box. To create your own custom receipting convention, click on Utilities and Receipting Setup.

We have created several resources to help you learn more about these new and enhanced features: