DonorQuest 7.12 Is Available

Version 7.12 of our DonorQuest Fundraising software has been posted and is available for immediate download.

What’s New In DonorQuest 7.12:
DonorQuest 7.12 is a maintenance release of DonorQuest, so it focuses mainly on correcting any problems reported with the previous release.  However, it also brings with it a few nice enhancements and performance fine tunings.

New Ability To Set Default Find Field:
Normally when using the Find feature of the Main Information Window, the cursor defaults to starting in the, “Any Name Field” blank.  However, some users may search by ID or Telephone number more often.  You may now set DonorQuest to position the entry cursor of the Find dialog to any of the fourteen search fields by default.  This setting is user-specific, so it will have no impact on the settings chosen by other users.  To set the default control for your account, click on User, Change Your Personal Settings.  You will see a dialog similar to this:

Simply click on the drop-down for Default Find Field and make your selection, then click Ok.

Auto Update Of Salutation Fields:
The salutation fields are very important in DonorQuest, as they are always used on correspondence with the donor.  DonorQuest has long auto-populated Salutation 1 and Salutation 2 for you automatically when one or more of the Salutation fields are blank and you are saving changes to the primary and or secondary name fields.  However, if the Salutation fields are not blank, in past versions DonorQuest would simply leave them as is, even if a change was made to the primary or secondary name fields which could possibly invalidate what’s already in the Salutation fields.  Now when you make any changes to the primary or secondary name fields for a donor, DonorQuest 7.12 will ask if it is ok to automatically update the Salutation fields.  Even if you choose to update them manually, this automatic message servers as a reminder to do so.  Note that the, “Auto-Fill Blank Salutations On Record Save” option must be checked on under Configure, Program Settings for this behavior.

View Option For Import Log:
DonorQuest has long maintained a data import log which contains detailed decisions DonorQuest makes about each imported record whenever you perform a data import.  This import log is stored in a simple text file in your \Dquest\ folder.  As a convenience, DonorQuest 7.12 now allows easy viewing of this file by clicking on File, Open, The Import Log.

Dynamic Font Size Adjustment In Data Grids:
All of the Main Information display grids now have a slider bar which allows you to dynamically adjust the size of the display font within the window, similar to the slider found in Word and Excel.  This is especially handy on large high resolution displays.

As with all other window settings in DonorQuest, any changes you make are specific to your DonorQuest user account, so they will not affect the preferences of other users.

Updated Internal Zip Code Table:
As with all updates, this release of DonorQuest also has an updated internal zip code table which contains all the City, State, Counties, and 5-digit zip code combinations in the United States. This is used to support the auto-entry of city, state, and county for you when adding a new donor. Remember, to use this feature, all you have to do is enter the zip code for a new donor and press the Tab key. Leave the city, state, and county fields blank, as they will be filled in for you automatically when you Tab out of the zip code field.  This updated internal table also supports the System, Auto-Fill Empty Salutation And County Fields option.  This feature searches your entire database, automatically filling in any missing Salutation and County fields.

Updated User’s Guide:
DonorQuest 7.12 includes an updated User’s Guide, which can be accessed by clicking on the User’s Guide icon of tool bar, as shown here circled in red:

Among other updates, the new User’s Guide features a new topic which explains what each of the DonorQuest menu options are for, complete with links within the User’s Guide where the corresponding features are discussed in detail.

The entire user’s guide is also available in PDF format so that you may view it in traditional book format, or even print a hard-copy manual if you wish.  To download the PDF version, go to the Support and Downloads page of www.DonorQuest.com.  There you will find a link to the manual in PDF format at the bottom of the downloads page. You can also download the PDF version directly by clicking on this link: www.DonorQuest.com/downloads/DQHelp.pdf

If your organization has an active support agreement with us, you should have already received an upgrade email with directions and a password for downloading the DonorQuest 7.12 upgrade from our website.  If you do not have an active support agreement and would like to upgrade, please give us a call at 800 952-8228, or fill out our support request form and a representative will contact you.

 

Thanks for using DonorQuest.

DonorQuest 7.1 Is Available

Version 7.1 of our DonorQuest Fundraising software has been posted and is available for immediate download.

What’s New In DonorQuest 7.1:

DonorQuest 7.1 brings a number of enhancements, including an often asked for feature – the
ability to print reports directly to Excel and Word, as well as to a PDF, TXT, or CSV file. In
previous versions of DonorQuest, raw data could be exported directly to Excel, but not the
very useful totals and computed values of the 400+ DonorQuest stock report layouts (as well
as any user-defined report layouts you may have created). There have also been performance
enhancements to the reporting engine, allowing reports to begin printing almost
immediately, even on a slow network.

Here are some details about the new features of DonorQuest 7.1:

Printing DonorQuest Reports Directly To Excel:
Now when printing any DonorQuest report, you can select the, “Print To Excel” option from
the Printing Options drop-down box:

 

 

 

 

 

 

 

 

This will result in Excel being opened automatically, and a new Excel sheet being populated with the contents of the selected report, like this:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If the report you need to export is quite large, you may also print it directly to a standard comma or tab-delimited text file. These text formats are universally compatible with other database applications. This is done by choosing the, “Print To File” option from the DonorQuest report menu. When a report is printed to Excel or one of the text file output options, there is no page numbering, and bands of columns which may have been arranged vertically on a printed report will instead be put end-to-end. This is to facilitate a simple left-to-right column layout which can be easily imported as orderly data records by other software programs.

Printing Reports Directly To Word or PDF Format:

When the DonorQuest Report Preview window is active, you now have the option of printing the report directly to Word, or to a PDF file. Unlike when printing to Excel or one of the text formats, when printing to Word or a PDF file, the exact look of the report is maintained. So a DonorQuest report which looks like this in the DonorQuest Report Preview window.

 

The Word and PDF output options of the DonorQuest Report Preview are accessed by clicking on the corresponding icons in the tool bar of the report preview window, as shown here:

 

 

 

 

 

Fast Printing Even On Slow Networks:

DonorQuest 7.1 now uses a special caching technique when printing reports which will significantly reduce the amount of time required for printing when DonorQuest is running on a slow local area network. Basically, only recently changed report data has to be sent to each workstation for any given report, eliminating the need to routinely move large amounts of data between your organization’s file server and your workstation. The performance improvement is even more dramatic if the optional DonorQuest Server Component is running on your main file server, which allows DonorQuest to operate in client/server mode.

Solicitation Count Adjustment:

Often times direct mail solicitations for specific campaigns are done by an outside 3rd party mailing house, sometimes combined with mailings you do in-house using donor and prospect records you already have in DonorQuest. Previously, DonorQuest would only track the rates of return for mailings done in-house using DonorQuest. DonorQuest 7.1 nowallows you to make a manual adjustment to the total count of mail pieces sent for each of your appeal codes to reflect mailings done by 3rd party mailing houses. This allows the DonorQuest campaign analysis reports to accurately reflect the combined return rate for all of your in-house and 3rd party mailing house campaigns. This new feature is accessed under the Donor, Donation/Pledge Statistics option. From there, you may adjust the number of pieces mailed for each Donation Stimulus code, and for each Donation Appeal code.

Font And Point Size Controls Added To GL:

The General Ledger report in DonorQuest now allows you to set the font and point size for the printed report. Page margin controls have also been added.

Enhanced Support For Non-Monetary Gifts:

DonorQuest has always supported alternate unit (non-monetary) gifts such as hours of time, pounds of foods, etc. The Donation Type field has also always been used to distinguish between monetary and non-monetry gifts, and now that functionality is included with the Pledging feature of DonorQuest. This new support for alternate unit pledges also includes thorough data validation during data entry. When donations are linked to pledges as payments, a check is made to be sure the new donation is compatible with the pledge. For example, a donation of money can not be mistakenly applied to a pledge of hours.

New Reports Added:

The following new DonorQuest reports have been added to the Pre-Defined tab of the DonorQuest Reports menu:

Contacts – By Year And Month, Subgrouped By Action
Donations – Amount And Count By State With Percentage
Donations – Comparison of Giving for each Stimulus and Donor for 5 Calendar Years – Summary
Donations – Comparison of Giving for each Stimulus and Donor for 5 Fiscal Years – Summary
Donations – Donation Detail Report With Addresses Including Alternate Unit Donations
Donations – Donation Detail Report With Addresses Including Alternate Unit Donations – Totals Only
Donations – Grouped By Appeal – Summary – Current And Past 2 Fiscal Years Only
Donations – Grouped By Donor Name With Calendar Year Totals And Counts
Donations – Grouped By Donor Name With Fiscal Year Totals And Counts
Donations – Grouped By Donor Type With Calendar Year Totals And Counts
Donations – Grouped By Donor Type With Fiscal Year Totals And Counts
Donations – Grouped By Fiscal Year + Appeal – Summary
Donations – Grouped By Fiscal Year – Alternate Unit Donations – Summary
Donations – Grouped By Giver, Showing Soft Credit Recipient (If Any)
Donations – Quarterly Giving Totals By Calendar Year
Donations – Quarterly Giving Totals By Fiscal Year
Donations – Soft Credit Donations Only, Grouped By Soft Credit Recipient, Totals Only
Donations – Volunteer Hours For Soft Credit Recipient, Totals Only
Header – 3-Year Comparison Of Year-To-Year Calendar Year Giving, Hard & Soft Totals, No HONOR/MEMOR Header – 3-Year Comparison Of Year-To-Year Calendar Year Giving, Hard And Soft Totals
Header – 3-Year Comparison Of Year-To-Year Fiscal Year Giving, Hard & Soft Totals, No HONOR/MEMOR Header – 3-Year Comparison Of Year-To-Year Fiscal Year Giving, Hard And Soft Totals
Header – Birthdays By Month
Header – Comparison Of Month-To-Month Giving, Calendar Year 1 Year Ago
Header – Comparison Of Month-To-Month Giving, Calendar Year 2 Years Ago
Header – Comparison Of Month-To-Month Giving, Calendar Year 3 Years Ago
Header – Comparison Of Month-To-Month Giving, Current Calendar Year
Header – Comparison Of Month-To-Month Giving, Current Fiscal Year
Header – Comparison Of Month-To-Month Giving, Fiscal Year 1 Year Ago
Header – Comparison Of Month-To-Month Giving, Fiscal Year 2 Years Ago
Header – Comparison Of Month-To-Month Giving, Fiscal Year 3 Years Ago
Header – Comparison Of Month-To-Month Giving, Previous Fiscal Year
Header – Comparison Of Year-To-Year Giving By Calendar Year, Volunteer Hours Only
Header – Count Of States With Percentages
Header – Donation History Report, Hard And Soft Credit Donations For Specific Date Range
Header – Donor Name And Address And Total HR Giving, Counts, Average
Header – Donor Report (Ranked) w/ Contact Info & Donation Total For A Specific Stimulus
Header – Top 300 Donor Report For Past 60 Months
Header – Volunteer Hours – First & Last – Ordered by Last

Updated Internal Zip Code Table:

As with all updates, this release of DonorQuest also has an updated internal zip code table which contains all the City, State, Counties, and 5-digit zip code combinations in the United States. This is used to support the auto-entry of city, state, and county for you when adding a new donor. Remember, to use this feature, all you have to do is enter the zip code for a new donor and press the Tab key. Leave the city, state, and county fields blank, as they will be filled in for you automatically when you Tab out of the zip code field. This updated internal table also supports the System, Auto-Fill Empty Salutation And County Fields option. This feature searches your entire database, automatically filling in any missing Salutation and County fields.

 

If your organization has an active support agreement with us, you should have already received an upgrade email with directions and a password for downloading the DonorQuest 7.1 upgrade from our website.  If you do not have an active support agreement and would like to upgrade, please give us a call at 800 952-8228, or fill out our support request form and a representative will contact you.

 

Thanks for using DonorQuest.

DonorQuest 7.02 Maintenance Release Is Available

Version 7.02 of our DonorQuest Fundraising software has been posted and is available for immediate download. This is a maintenance release which addresses the following issues:

After a FIND, the Main Information datagrid will now remain in the order it was last placed in by the user (i.e. alphabetized by Last Name, Address, Organization Name, etc.)

Turning off the user right to edit donations was also preventing a user from simply adding a new donation.

When the Add button was clicked and the Main Information form is already open, the cursor was not being automatically positioned at Last Name field.

Tabbing into State then trying to type a state abbreviation (instead of using the drop-down list) was only allowing one letter to be typed.

Converting an existing selection result to Header table orientation would sometimes alter the conditions of the selection.

Importing Import mappings repeatedly was creating duplicates mappings in some cases.

Deleting all columns in a custom report was causing the report writer to crash.

On very large databases in some cases the DonorQuest local Backup was not completing.

The DonorQuest Server Component now protects against itself being launched twice by accident (only one instance of the Server Component is required to satisfy all workstation requests).

Enhancement: When more than one city is valid for a specific zip code, DonorQuest will now allow the user to choose the correct city from a pop-up menu. Previously, DonorQuest would simply choose the city most commonly associated with the zip, sometimes requiring the user to manually type the city, state, and county to correct the automatic entry.

Enhancement: All form saves now take less than a second. Previously, when running on a network with a large database and two or more users logged in, DonorQuest could take several seconds to save a new Donor, donation, etc.

Enhancement: The progressive search of the Main Information window has been sped up considerably.  This is the feature which allows you to simply type the letters of a last name (or whichever column the display is ordered by) and the display will interactively update showing all names beginning with the letters you have typed so far.

The upgrade directions and password are the same for DonorQuest 7.02 as they were for 7.0. Please refer to the downloads page for installation instructions. Please contact DonorQuest support if you no longer have the installation password which was emailed to you previously.

Thanks for using DonorQuest Fundraising Software.

DonorQuest 7.01 Maintenance Release is Available

Version 7.01 of our DonorQuest Fundraising software has been posted and is available for immediate download. This is a maintenance release which addresses the following issues:

For the General Ledger Process, tab-delimited export was always being done for mail merge data files, regardless of settings in General Ledger options dialog.

When extended find is turned off, search fields for it in Find dialog were still being offered

User was not able to simply press Enter on selection name when copying to a new selection. Using Enter to effectively click the OK button has now been enabled on all forms with an OK button.

Program switch to turn off code checking was being ignored.

Default values for User Name, Next Contact, and Last Contact for mass contact add form were not being set.

Clicking on the Results button of the toolbar while the Selection Results window is open will now reset the window to the default view of chronological order, resets to first selection result, and clears all selection marks.

Copy feature of Main Information window was not defaulting to name of donor being copied.

When_Added date in donations, pledges, etc. is now set to current date during data import if nothing is assigned to When_Added date in import mapping.

When typing a drop-down code directly in Main Info form, description was not properly appended when pressing Tab.

Editing a field by which a selection has been ordered will cause reordering of data, making it difficult for a user to work their way through a list making edit changes. DQ 6922 behavior was to not shuffle the display when a key field is edited unless the user re-orders the selection by the field again (by clicking on the title for the field column). This behavior has now been restored in DonorQuest 7.01

After doing a Find any user-selected order is now maintained instead of reverting to Last Name order

Turning off the right to edit donations was also preventing a user from simply adding a new donation. This has been corrected.

Cursor was not going to last name when adding a new donor if main info form already open.

Clicking file, export donor data when Main Info Form is open with changes pending caused a crash

Enhancement: Added Rename buttons to Selection Definition dialog and Field Group dialog.

Enhancement: City menu will now appear if a particular zip code has territory in two or more cities when tabbing out of the zip code field (provided city field is blank). Previously, only the most likely city would be auto-filled. Internal zip code table has also been updated.

 

The upgrade directions and password are the same for DonorQuest 7.01 as they were for 7.0. Please refer to the downloads page for installation instructions. Please contact DonorQuest support if you no longer have the installation password which was emailed to you previously.

Thanks for using DonorQuest Fundraising Software.

What’s New In DonorQuest 7

DonorQuest 7 is not just an upgrade, it’s a complete rewrite of the DonorQuest Fundraising Software. All of the internal program code is completely new. Selection (query) processing has been dramatically improved both in terms of the raw performance available due to the new client/server technology in DonorQuest 7, and also due to a redesigned selection interface. Direct communication with other applications is also now supported, allowing DonorQuest to directly perform actions such as create and populate an Excel spreadsheet without a file export/import process.

While DonorQuest 7 is completely new, we have taken care not to change the data entry forms and fields which have worked so well for so many years, and which our users have grown so used to. We have also kept the menu and tool bar options much the same, so you will not have to go looking for things moved for no good reason. In computer software, change for the sake of change is never a good thing, especially if the change has a negative impact on efficiency. So we took care not to “fix” what was never broken in the first place. The Selection interface is different than in previous versions, but the changes were made to enable two very important new selection features in DonorQuest 7 – the ability to run more than one type of selection at the same time, and the ability to change the conditions of an existing selection. In previous versions of DonorQuest, if you made a mistake in one of the conditions for a selection, you would have to start over again with a new selection.

If you are coming from a version of DonorQuest earlier than 6.9.2.2, you should also consult the various “What’s New…” documents, available on the Downloads page. From the home page, click on Support, then click Downloads. The version of DonorQuest you are currently running is always shown in the upper-left corner of the main DonorQuest window.

Some of the new features of DonorQuest 7 include:

1. Tool-Bar Enhancement:   The icons on the DonorQuest tool bar look a bit nicer, and still activate the same features as previous versions of DonorQuest. In previous versions of DonorQuest, an amber-colored indicator would show above each tool bar button to indicate when there is data behind it. DonorQuest 7 improves on this by actually showing a count of how many data items are behind a given button. For example, if a donor has 15 donations, 3 pledges, 4 memos, one extra address, 2 linkages, a NotePad entry, and 3 contacts, the left portion of the toolbar would look like this:

 

 

 

 

2. New Organization-Wide and Donor-Specific Donation Graphs: DonorQuest 7 now makes it easier to get the big picture of how your organization has been doing over the years. You can see a graph of total revenue (or gift count) for any ten year period by calendar or fiscal year. You can also see total revenue (or gift count) by month for any 24-month period, or total revenue (or gift count) by week for 24 weeks. In addition, graphs for non-monetary types of donations (such as volunteer hours) can be shown. All of these graphs are also available at the donor-specific level. Here are examples of the standard calendar year monetary graphs at the organization and donor-specific levels:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Top Ten Campaign Pie Chart: The standard top ten campaign pie chart has been visually enhanced, and now looks like this:

 

 

 

 

 

 

 

 

 

 

 

 

 

4. New Selections Menu Option: A new Selections menu has been added to the main DonorQuest menu. This menu replaces the small File, Edit, View menu shown in the Selection Results window in previous versions of DonorQuest. Most of the options on this menu become available only when the Selection Results window is open. The new Selections menu is shown here:

 

 

 

 

5. New Tab-Based Selection Interface: In previous versions of DonorQuest, you could only run one type of selection at a time. DonorQuest 7 allows you to use every type of selection DonorQuest has to offer in a single pass. For example, you can now run a basic Range Selection and a List Code selection at the same time. The example shown below will select all donors with one or more single gifts of $500 or more from 01/01/11 to 12/31/11:, who are also on the ABC list:

 

 

 

 

 

 

 

 

 

 

 

 

 

In the above example, clicking on the Lists and Profiles tab allows entry of one or more list codes. You may in fact enter additional conditions under any of the tabs.

 

6. General Conditions Selection: The General Conditions tab of the Creating A Selection dialog offers a new type of selection which is similar to the Range Selection, but instead of value ranges, this selection type allows the following comparisons with fields: Is Equal To, Is Not Equal To, Is Greater Than, Is Less Than, Begins With, Does Not Begin With, Contains, Does Not Contain.

7. Enhanced Duplicate Check Selection: The Duplicate Check type of selection now allows you to select from among all available biographical fields when deciding which fields are to be used for comparison in detecting potential duplicate records, including any user-defined fields you may have created. As with earlier versions of DonorQuest you may also specify how many characters, from left-to-right, are to be considered for each field used in the check.

8. Enhanced Total Amount For Date Range Selection: The Total Amount For Date Range selection now allows you to ask questions based on how many gifts a donor gives in a certain period of time, not just the amount totals. Previously this would have required a custom selection.

9. ReSelect and ReSelect New: In the Selection Results Window, we now have two new buttons, ReSelect and ReSelect New. The ReSelect button lets you make changes to the conditions of an existing selection, so if you made a mistake in entering the conditions of a multi-condition selection, you don’t have to start over. You can correct the conditions and the selection will rebuild itself. The ReSelect New option allows you to take the conditions of an existing result and use them as a starting point for a completely new selection, keeping the original just as it is. These new options are also available on the new Selections menu.

10. New “To Excel” Feature: When viewing a selection result in DonorQuest 7, you will notice a new To Excel button. Clicking on this button will open Microsoft Excel automatically, create a new spreadsheet, then populate that spreadsheet with the contents of the selection result you are viewing. Here’s what is looks like in action:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Excel is also available as an output option for the general data export from Selections in DonorQuest 7. Since the general data export can be used with any field group defined in DonorQuest (including any custom field group you have created), you can effectively export directly to a new Excel spreadsheet any combination of data fields you wish (including custom fields and formulas), in any column and alphabetical order you wish. To use this new feature, choose Direct To New Excel Spreadsheet as the Export Mode when exporting a selection result, as shown here:

11. Enhanced Report Preview: DonorQuest 7 now has a report preview which will allow you to preview multiple reports simultaneously, zoom the preview, have opposing pages shown together, etc. To see a report preview before printing, choose Preview And Optionally Print for the Printing Options of the main print dialog, as shown here:

 

 

 

 

 

12. Client/Server Technology: By enabling the optional server component, DonorQuest 7 will now run selections and other data-intensive operations directly on the file server, allowing selections which used to take minutes to run in a few seconds. This enhancement is especially import for organizations with large databases. And it is included free with DonorQuest 7, you just have to ask your system administrator to enable it for you. If you are running DonorQuest 7 you can verify the client/server mode is enabled by clicking on System, DonorQuest Server Status.

13. New Program Settings Dialog: The new program settings dialog consolidates what were four separate dialogs in previous versions of DonorQuest into a single convenient dialog which looks like this:

 

 

 

 

 

 

 

 

 

 

14. Open Multiple Instances On A Single Workstation: DonorQuest 7 will allow you to open it more than once on a single workstation. So you could, for example, be editing a selection result, setting up a report, doing a data export, etc., in one instance of DonorQuest 7, while you have another instance running with the Main Information Window open and at the ready for a quick donor look-up.

15. Updated Help: DonorQuest 7 now uses the Windows .chm help file format, which is compatible with all current versions of Windows. The entire user’s guide is also available in PDF format so that you may print a hard-copy manual if you wish. The new DonorQuest 7 help is accessed by clicking on the User’s Guide icon of the tool bar, and it looks like this: