DonorPerfect Online - New Features June 7th!

We're releasing some new upgrades to DonorPerfect Online- we already sent a notice out to clients last week and the changes will occur seamlessly and automatically this weekend on June 7th.

Here's just a few of the great features:

• Expanded Flexibility in Filter Builder Wizard. The filter builder wizard interface was updated to make it easier to use, and users can easily alter and add new criteria to existing filters using the same wizard.
  
  
• Standard Fundraising Filter Folder. We've added a folder of over 45 commonly used fundraising filters. These filters make it easy to select some more sophisticated segments of your database, such as Re-activated Donors (Donors that have given in previous years, but not last year, and gave again this year) or Active Donors with Contact Activity (Donors that have given this year, and are in direct contact with your organization)
  
  
• Unlimited Auto-Calculated Fields. This powerful component allows users to define user-defined metrics from any transaction table to aggregate information for advanced reporting and analysis. Examples include the ability to calculate at the constituent level any of the following metrics:

• Initial Gift Amount to a specific General Ledger Fund
• Total Giving over X years
• Sum of Giving, within any date range, to any Fund
• Count of Gifts over a user defined time period
• Most Recent Contact date for a specific Solicitation
• And Much More!
  
  Once these metrics are defined, they are stored in the Constituent's record and can easily be used for filters and reporting. We're introducing this component now as it will form the basis for our Business Rules and Analytics module, which we are feverishly working on for an early fall release.
  
  

We'll be sending out a complete guide to all DonorPerfect Online Clients later this week and will also update our documentation and training programs.

Overall, we're very excited about this release as we believe it will result in dramatic and positive results for our clients who will be able to segment and analyze their critical data so that they can make better decisions and increase their fundraising success!