Did you know?
It's always a developer's biggest trade off- how do you include new features that not everyone uses, and still remind people that you have them?
Well, that's why I'm going to start reminding everyone about some features of DonorPerfect they may not know we even have, such as:
Product Inventory Module. Did you know that you can track orders, inventory, and fulfillment right within DonorPerfect Online? We make it easy to even apply discounts, add shipping, and include a donation, all on one form. Even better, we can accept credit card payments and even integrate it with your web-site! Contact jblum@donorperfect.com for more info.
Contact Manager. DonorPerfect Online has a built in contact manager that can track all users's appointments, in a calendar format, and even integrate those contacts with Microsoft Outlook!
Customize Fields that Display in Lists. Did you know that you can change the fields that display when looking at lists of gifts, pledges, contacts, links, or addresses? To change these, simply click on Utilities, Parameters, Entry Screen Grid Fields.
Defaults. Save time and energy entering data by specifying field defaults before you enter the data. This way, if you are entering a batch of gifts (let's say from a special event) you can default any field on the gift screen (such as Solicitation and General Ledger code) to make the data entry much faster. Best of all, defaults are saved by user, so different users can have different defaults. To change your defaults, click on Utilities, Defaults.
Look for more "Did You Know" tips in the future!
Well, that's why I'm going to start reminding everyone about some features of DonorPerfect they may not know we even have, such as:
Product Inventory Module. Did you know that you can track orders, inventory, and fulfillment right within DonorPerfect Online? We make it easy to even apply discounts, add shipping, and include a donation, all on one form. Even better, we can accept credit card payments and even integrate it with your web-site! Contact jblum@donorperfect.com for more info.
Contact Manager. DonorPerfect Online has a built in contact manager that can track all users's appointments, in a calendar format, and even integrate those contacts with Microsoft Outlook!
Customize Fields that Display in Lists. Did you know that you can change the fields that display when looking at lists of gifts, pledges, contacts, links, or addresses? To change these, simply click on Utilities, Parameters, Entry Screen Grid Fields.
Defaults. Save time and energy entering data by specifying field defaults before you enter the data. This way, if you are entering a batch of gifts (let's say from a special event) you can default any field on the gift screen (such as Solicitation and General Ledger code) to make the data entry much faster. Best of all, defaults are saved by user, so different users can have different defaults. To change your defaults, click on Utilities, Defaults.
Look for more "Did You Know" tips in the future!



