We are listening....

As I mentioned in a prior post, we received lots of great feedback from our recent client survey. Whereas last year, you all said you wanted more communication from us (and I think we did a pretty good job on that), this year, you said you wanted more training options and wanted it to be easier to create additional donor and fund reports.

With this input in mind, we recently had a development meeting to go over our semi-annual major upgrade. Typically, we release two major upgrades a year, with minor updates that we release as they occur.

I'm really excited about this next release. So excited, that we decided to do a mini-release on two new great features, and then a major release sometime in April.

The mini-release, scheduled in a few weeks will include two major enhancements:

1. Automatic Duplicate Checking on Data Entry. Right now, the system displays a list of donors with the same name before you add a new one. The new update will allow you to configure DonorPerfect Online so that after you add a new record it will automatically check for any existing donor records that match on a whole combination of factors, including Last Name, Address, Phone Number and even Email address. If any of these factors match, the system will display what 'it thinks' maybe duplicates, at which point the user can select the appropriate existing record or add the record anyway (if for example, the email existed but it is clear that the donor is a family member that shares the same email account). We are confident that this insta-dup feature (along with our normal duplicate checking process under Utilities) will minimize the potential for duplicates in your system, saving you time and frustration of finding and eliminating duplicate records.
   
   
2. New 'State of the Database" Report. This new comprehensive report will be able to show you trends across your entire database, including new donors, lapsed donors, variances, averages, and over 30 other important statistics. Whether you run the report across the entire fundraising database or use a filter, you'll be able to get a firm grasp of your financial health at any point in time.
   

Look for these new improvements (as well as some other minor enhancements) in just a few weeks!

As always, because DonorPerfect Online is a hosted solution you will not have to install anything. The update will be automatic, saving you and your IT resource time.

Note: We will send an email and put an announcement on the client area login page, just prior to the activation of the update.