New DonorPerfect Online makes it easier...
Over the last several weeks, we finished releasing another incremental upgrade to our online product, DonorPerfect Online.
These changes will make it much easier for our DPO clients to raise more money, and includes additional features simply not available in other products.
Here's a small sample of key features:
Particularly important is our new login security settings. You now have the ability to restrict access not only for a user's login and password, but also for their unique IP address. This way, you can always make sure that users are only accessing your database from a list of pre-approved IP addresses. For example, you can set up a security plan that allows access only from the office or the user's home. The settings can also be applied for a group or to an individual user.
Likewise, our improved integration with Microsoft Office is a big hit. For example, emails can now be tracked in both Outlook and DonorPerfect at the touch of a button. Appointments can be tracked in both systems as well. Our integration with Excel makes it easy to download any financial report to Excel so that the data can be further manipulated easily. (This is important because the formatting is stripped away, making financial analysis easier in Excel). Finally, we've always had direct integration with Word, and we've included several more templates.
As in the past, this upgraded is provided free of charge for all of our clients as part of their maintenance agreement- there's no additional fee to pay and no other 'modules' to purchase (as opposed to some of our competitors who charge 20% or more for simple Outlook integration = OUCH!)
Here's a more detailed explanation- take a look!
These changes will make it much easier for our DPO clients to raise more money, and includes additional features simply not available in other products.
Here's a small sample of key features:
- Increased User Login Security
- Enhanced Integration with Microsoft Office, including Outlook, Word, and Excel
- More Financial Reports
- Wealth Engine Integration
- Improved Split Gift Management
Particularly important is our new login security settings. You now have the ability to restrict access not only for a user's login and password, but also for their unique IP address. This way, you can always make sure that users are only accessing your database from a list of pre-approved IP addresses. For example, you can set up a security plan that allows access only from the office or the user's home. The settings can also be applied for a group or to an individual user.
Likewise, our improved integration with Microsoft Office is a big hit. For example, emails can now be tracked in both Outlook and DonorPerfect at the touch of a button. Appointments can be tracked in both systems as well. Our integration with Excel makes it easy to download any financial report to Excel so that the data can be further manipulated easily. (This is important because the formatting is stripped away, making financial analysis easier in Excel). Finally, we've always had direct integration with Word, and we've included several more templates.
As in the past, this upgraded is provided free of charge for all of our clients as part of their maintenance agreement- there's no additional fee to pay and no other 'modules' to purchase (as opposed to some of our competitors who charge 20% or more for simple Outlook integration = OUCH!)
Here's a more detailed explanation- take a look!
Labels: DPO, New Upgrade, Office Integration
posted by Jon Biedermann at
1:56 PM
2 Comments:
Any plans to add integrated support to the newer versions of Microsoft Word and Excel? The instant merge feature does not work with Word 2003/2007 and docs only mention 2000. :(
Hi,
While the document may only mention Word 2000 (and I agree that needs to be updated), DonorPerfect Online and DonorPerfect Version 9.0 both integrate with the latest versions of Word and Excel, including 2003/3007.
For DonorPerfect Online, we use a technology called “Active X” to enable this integration. Active X is only available through Internet Explorer and allows your trusted websites (such as DonorPerfect Online) to control your computer and automate routine tasks (such as mail merging). Only Internet Explorer allows this type of automation with Microsoft Word.
If you click on the Insta-Merge button and nothing happens, it is likely that your security settings are set too high for this feature to run correctly. To correct this problem, you will need to change the security settings for Internet Explorer. To lower your settings, follow these directions:
1. From the "Tools" menu in Internet Explorer 5+ or the "View" menu in Internet Explorer 4.0, select "Internet Options".
2. Click the "Security" tab.
3. Select "Custom" (for expert users), and click "Settings".
4. Under the "Initialize and script ActiveX controls not marked as safe" option, change the setting from Disable to Prompt.
I hope this solves your issues. If you are still having problems, I encourage you to contact our support department by sending an email to support@donorperfect.com.
Thanks for posting!
-Jon
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