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Basic Features:
- Import Donors, Pledges & Donations.
- Mail merge with Microsoft word for letters & labels.
- Find & Merge duplicate donors.
- Customize with "user defined" fields.
- Build & save your own queries & export the data.
- Keep track of your account balances.
- Manage multiple organizations & campaigns.
- Charge credit cards from the program interface.
- Manage donor occasions & keep track of donor
communications.
- Track donor list results with the power of list codes.
- SQL Server 2005 database for speed & reliability.
- Weekly feature updates & enhancements.
- Custom features upon request.
- Great customer service & support!
AND MUCH MORE!!!
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Monday 3/24/2008 Update:
- Added Donors Reminders. Reminders are shown in the
first window of the program & in the reminders list. User
can set the status of each reminder or in bulk.
- Improved Recurring Pledges. User can set the
intervals on English or Hebrew date. There is a checkbox to
auto generate the payment & charge a predefined credit card
when the pledge is generated. In the
- ToDo tab it will show if there are any outstanding
pledges & charges and the user can generate all or selected
records in bulk.
- Added export to Dbase support, it will generate .dbf
files & Better integration with Microsoft Excel on data
export.
- Added shortcuts to the most important functions in
the program. They can be accessed by holding the ALT key.
- Added Hebrew Date as alternative to Gregorian Date in
Pledges and Payments.
- Added possibility to change words in the program.
Donors, pledges, recurring pledges and payments can be
renamed to anything needed (like loans, contacts etc)
Monday 2/18/2008 Update:
- Added donor accounts, to keep track of deposits and
withdrawals in a per donor basis. Each deposit and
withdrawal can be linked with a deposit or withdrawal of a
regular back account.
- If the letter group is not set when mail merging
letters, it will automatically get set using the format:
user name - first letter id - last letter id
- Values in the pledges and payments lists have the
thousands separator set to "," (comma).
- Sent letters also store the word file name (so you
can keep track of the exact files you sent to each donor)
- Added export and mail merge to the list of journal
ads & Hebrew selection is now added to the journal ads list
filter.
- Added user/date and modified user/date are now shown
on the donors, pledges and payments lists. They are also
available as filter fields by each list
- Added the letter address to the pending and sent
letters lists.
- Campaigns, Organizations and Tenders can now be
deleted from the database if they have never been used.
- Added NEW FIELD donor Hebrew suffix.
- Added NEW FEATURE "Payment - in memory of donor".
Gives the ability to link a payment to a donor (besides the
donor that gave the payment). In the word file you have the
fields to indicate in memory of whom it was donated and the
family relations of that person (that will be notified of
the donation).
Sunday 1/27/2008 Update:
- Added letter address information to pledges and
payments. User can select from the donor's addresses where
the letters should be sent.
- The pledge amount can be modified from the payment
window.
- Payments can pay pledges for more campaigns within
the same organization.
- Improved the
visibility of the duplicates checking when adding a NEW donor.
- Added the donor company and Payment ID as filter
criteria in the payments list.
- Added the company column to all the letter lists.
- Added new filter criterias by the list of pending
letters.
Sunday 1/22/2008 Update:
- Updated the Donor Details report & the Batch report
with more info & fixed issues on them.
- Changed the default interval by Pending Letters to
show all letters up to today*
- Added "Rebill Number" field to payments and as a
batch default. It can be used to track results of mailing
based on how many times each donor was contacted till he
responded with a donation.
- Added automatic linking of the fields with the same
name by importing donor, payments & pledges.
- Added on the fly checking for donor duplicates while
adding a new donor
- Added searches for non-default address and contact
information in the donors list filter
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