april 2008 donor.com community conference
New Tools and Features
New Tools and Featuresdiane kuehl
donor.com 2008 community conference
april 2008 donor.com community conference
New Tools and Features
Core Software (DASCO / SAFARI)
ConnectWare
BankWare
SendWare
WebWare
ReportWare
Command Line Interfaces (CLI)
donor.com
april 2008 donor.com community conference
Pledges
Auto-Update Pledge Gifts – Update new pledge gifts when the associated new pledge record motivation is updated. (Great for fixing mistakes)
Track date of first gift applied to a pledge
View Pledge link from Dollar History
Even if the giver is not the owner of the pledge (Did you remember that a person can give toward a pledge
that is not “owned” by him/her?)
https://donor.com/manuals_sponsorship_advplg_maintain_change
https://donor.com/manuals_dasco_de_updating_history
april 2008 donor.com community conference
Receipt Segmentation
Segment by existence of a specific kind of supplemental record (e.g. EML record for emailing receipts)
E-Receipts!
Export additional data fields for merging on paper or e-receipts (custom receipt output per account or per gift) e.g.
Email address and preferred format Phone number Last year’s total deductible giving Description of motivation code of gift(s)
https://donor.com/manuals/dasco/sysadmin/ereceipts
https://donor.com/manuals_admin-ref_codf_receiptco
april 2008 donor.com community conference
Supplemental Data
Beefed up security to protect from inadvertent changes to application-dependent supplemental record definitions (only donor.com can change these)
Some new features for encrypting credit card numbers in RCC records (coming soon)
april 2008 donor.com community conference
International Phone Numbers
Now supported in both dasco and webware Uses an “edit mask” to recognize an international
number +[0,2-9]* (Leading + sign, followed by any digit
other than 1 and any number of digits after that) Maximum 16 characters
https://donor.com/manuals_dasco_de_add/add-new-name
april 2008 donor.com community conference
Change Log
More extensive use of Change Log
Attribute of supplemental records identify which dasco accounts have on-line accounts (e.g. WEB password record)
Ensures that on-line accounts are kept up-to-date in a more timely fashion
https://donor.com/manuals_admin-ref_supp_def
https://donor.com/manuals_admin-ref_codf_changexxx
april 2008 donor.com community conference
Free Shipping
Exclude individual items by stock code from shipping charge calculations (whether based on dollar value or weight)
Applies to both internal orders and web-generated orders
https://donor.com/manuals_safari_inventory_maintenance
april 2008 donor.com community conference
View Orders from Ship To Account
Applies to orders shipped to an account other than self
Use Examine Orders when viewing the “ship to” account
https://donor.com/manuals_safari_orders_history
april 2008 donor.com community conference
Prospects
Use dasco-generated salutation vs one provided by your mailing vendor
http://donor.com/manuals_dasco_prospects_config
april 2008 donor.com community conference
Inactive Account Management
Part of inactive account discount pricing (check your contract)
Contact information excluded from select output and other export tools
Can export contact and source information only from Export Inactive Accounts tools, enabling you to communicate in an effort to reactivate
Any activity on the account will reactivate the account for billing purposes for 12 months
https://donor.com/manuals/dasco/appendix/inactive
april 2008 donor.com community conference
Communications Log
The Communications Log tracks interactions with individual donors, and helps answer questions such as:
What communication pieces have been sent to the donor? When? What prompted the communication? Did the donor respond? How much did it cost to send the communication? Which donors have received 24+ appeals and never
responded? What is the response rate to our email blasts? https://donor.com/manuals/adminref/schema/comf
april 2008 donor.com community conference
ConnectWare - Account Viewer(s)
Read only access to account information Two formats
one suitable for full browser lookup a second for mobile device (phone or pda) with more limited browser
For full browser viewer, go to donor.com/my/xxx/viewer (where xxx is your “client code”)
For mobile version, go to donor.com/m/xxx Can also be implemented on your own WebWare site (if you have one) Must have a dasco login and password
https://donor.com/manuals_connectware_viewer
https://donor.com/manuals/connectware/mobile
april 2008 donor.com community conference
Remittance Processing
Standardizing integration with remittance processing systems (such as AQ2 or lockbox services)
april 2008 donor.com community conference
BankWare
Next generation of BankWare coming soon
Changes to recurring transaction record architecture (replace RCC and RCK records) with a goal to easier maintenance
Transition away from legacy “PSS” system
april 2008 donor.com community conference
SendWare
Attach PDF documents to either text or html emails
https://donor.com/manuals_sendware_qbulk
april 2008 donor.com community conference
WebGUI
WebGUI 7.4
DWClient for WebWare API access
Flexible and improved stability
New Spectre Workflow system
Complete versioning system
Best of Breed CMS and Web Site framework
april 2008 donor.com community conference
WebWare
dwapi replaces soap Extremely scalable Also used in DASCO 3 interface WebWare templates converted to all css-driven
april 2008 donor.com community conference
WebWare Syncprofiles
syncprofiles replaced by dwpush Uses an advanced queueing mechanism Webgui passes information directly to dwpush
and into DASCO immediately The binary getchglog reads the DASCO change
log, updates dwpush, which then updates the WebGUI account profile
april 2008 donor.com community conference
Compare Shipping Options
Enable customers to compare shipping charges by various methods before choosing
Shipping method drop down displays corresponding costs for each method you offer
april 2008 donor.com community conference
WebWare Credit Card Charging
Ability to charge credit card transactions immediately in WebWare {Coming Soon}
Transaction not complete until card is authorized
Immediate feedback to the on line donor or customer
april 2008 donor.com community conference
WebWare and EFT
Offer a choice between EFT and Credit Card for recurring giving online
Accept EFT as a one-time donation (will be processed with next run of recurring EFT gifts)
april 2008 donor.com community conference
WebWare Identify “light”
More than just an email only account, but not enough to send mailing pieces
Requires name, city, state, zip and email to sign up on line
Reduces malicious automated signups by requiring more information
april 2008 donor.com community conference
ReportWare
An upgrade to version 7.9 of Crystal Clear is in place
New chart director New prompting mechanism Totally new Java viewer Reports written with Crystal Clear are
incorporated into DASCO 2 and DASCO 3 report production
april 2008 donor.com community conference
Tools and Command Line Interfaces
Lots of new and updated command line interface “tools”
Much of these new tools and features are in support of DASCO 3
Check out your favorites
https://www.donor.com/manuals_admin-ref_tools
april 2008 donor.com community conference
all new donor.com
Let’s not forget our own new web site!
DonorWare LLC now doing business as donor.com
On line documentation, support / ticket system and other resources all moved to donor.com
SEARCH is BACK! Look for documentation by word searches.
Update your bookmarks for faster access to the new url
donorware.com will redirect to donor.com
Update your email address book for staff. [email protected]
Suggestions? http://donor.com/suggestions.
april 2008 donor.com community conference
Simple Power
manage all your data and web presence
in one powerful package
diane kuehl
education and business consultant