DonorQuest 7.2 Is Available

What’s New In DonorQuest 7.2

DonorQuest 7.2 is a significant upgrade, incorporating many requested features, including a new type of statistical reporting called Donor Metrics. If you are coming from a version of DonorQuest earlier than 7.12 (the previous release), you should also consult the various “What’s New…” documents, available on the DonorQuest website. The version of DonorQuest you are currently running is always shown in the upper-left corner of the main DonorQuest window. Here’s an overview of the new features in DonorQuest 7.2:

New Indicators On Contacts Button

DonorQuest now takes Constituent Relationship Management to the next level of convenience!  The scheduled Contacts button on the DonorQuest Tool Bar has been enhanced to show the number of open contacts you have scheduled for today. While DonorQuest will still remind you when you log in of how many open contacts you have for today and how many open contacts from the past there are which still need attention, it’s easy to forget that one reminder as you begin a busy day.  If you have enabled contact reminders in your personal settings, the new indicators are always present.  They are much like the reminder on an email icon that you have unread email. For example, if you have three open contacts which need attention today, the contacts button will look like this:

Contacts Icon

 

If a plus (+) symbol is also present, that indicates that you have one or more open contacts from the past which still need attention.

New View Menu For Contacts Button

The scheduled Contacts button now also features a pop-up menu of options to allow you quick access to the different ways of seeing your contacts. These options are also still available on the main Donor, Scheduled Contacts / Grant Tracking menu, but they are a lot easier to get to now being integrated with the contacts button. Simply click on the down pointing arrow on the right side of the Contacts icon to launch the contacts view menu.  This is how it looks in Windows 10:

Contacts Popup Menu2

 

 

 

 

 

 

New Reports Menu

The new DonorQuest Reports menu ushers in a new type of reporting in DonorQuest designed to do in-depth analysis of donor giving. Due to the many columns these reports typically have, their output is displayed in a DonorQuest datagrid, which may then be sent directly to an actual spreadsheet for further analysis. This menu also serves as the new home for some of the existing specialized DonorQuest reporting options previously spread across multiple menus, including the General Ledger, Donation/Pledge Statistics, Campaign Detail, and Donation Graphs. Here is what the new reports menu looks like:

New Report Menu

 

 

 

 

 

 

 

The Database Table Status option will show you a broad overview of your entire database. The Main Reports option will close all open windows and active the standard DonorQuest reports menu you are used to seeing, but it will do so directly, allowing each report to be run outside of a Selection filter, and independently of any records you may have marked in the Main Information window.  Both the tool bar Print icon and the File, Print/Setup A Report menu retain their previous functionality of deferring to any highlighted Selection Result or Main Information record.  Note that the above example is also illustrating the new ability in Windows 10 to customize the font size in program menus, which DonorQuest fully supports.

Donor Metrics Reporting

The new Donor Metrics reporting is the first of this new breed of DonorQuest reporting. Essentially, it allows you to compare statistical changes in donor giving between multiple time periods. The metrics shown are Total Number of Donors, Number of New Donors, Number of Repeat Donors, Total Number of Donations, Dollar Total of Donations, Average Donation Amount, and Average Number of Gifts Per Donor, all with percent changes between periods. In addition to these metrics being shown in total for each period, the same metrics are also shown broken down by donation amount range. All aspects of the report are customizable, including the specific time periods compared, and the specific donation amount ranges shown. There are currently twelve predefined setups for the report, all of which can be copied and customized. The predefined setups included are:

10 Year Donor Metrics By Calendar Year

10 Year Donor Metrics By Calendar Year With Year-To-Year Percentage Change

10 Year Donor Metrics By Fiscal Year

10 Year Donor Metrics By Fiscal Year With Year-To-Year Percentage Change

Q1 Comparison Of Monthly Revenue, Current And Previous Calendar Year

Q2 Comparison Of Monthly Revenue, Current And Previous Calendar Year

Q3 Comparison Of Monthly Revenue, Current And Previous Calendar Year

Q4 Comparison Of Monthly Revenue, Current And Previous Calendar Year

Q1 Comparison Of Monthly Revenue, Current And Previous Fiscal Year

Q2 Comparison Of Monthly Revenue, Current And Previous Fiscal Year

Q3 Comparison Of Monthly Revenue, Current And Previous Fiscal Year

Q4 Comparison Of Monthly Revenue, Current And Previous Fiscal Year

Here is what the Donor Metrics reporting interface looks like:

Donor Metrics Main Interface - Blue Highlight

 

Donor Metrics Main Interface - Amount Ranges

 

The Setup drop-down allows you to choose from among the predefined setups, and any setups which you create. For example, you could modify any of the date or amount ranges in one of the predefined setups, then click on the Save button to create a new custom setup.  These date and amount ranges determine the actual columns and rows of the report.  The donations included can be additionally filtered by a specific Donor Type chosen directly on the Donor Metrics main dialog, or you can even drive a Donor Metrics session with a donation-based Selection Result to filter donations based on absolutely any condition you can think of.

Here is what running the Donor Metrics report with the, “10 Year Donor Metrics By Calendar Year” setting on a typical donor database looks like:

Donor Metrics Output Zoomed In - Larger Title Bar Text

 

 

The above image only shows the first two years of the report, but of course the full report shows all years 2003 through 2015.  The predefined reporting options also automatically adjust themselves as the years go by, so when run in calendar 2016, the above report would automatically begin with 2004 and end with 2016.

Selection Mark Menu Expanded

The Selections Mark/Unmark menu has been expanded with two new options – Mark All With Dependencies, and Mark All With No Dependencies.  Selections have dependencies on other selections whenever you mark and combine multiple selections to form a final result.  That final result depends on the older results used to create it.  In the past these dependencies would make cleaning up old selections difficult, since DonorQuest will not let you delete a selection upon which another depends, since the older selection is still needed when refreshing any newer dependent selections.  Now DonorQuest will do the work for you of hunting down these “final result” selections built from others, so they may be deleted first, which then frees the component selections for deletion.  The option for marking all selection results with no dependencies also makes quick work of mass deleting older independent selections you no longer need.

Your Organization’s Name On Reports

The Program Settings dialog now has a new option for including your organization’s name on all DonorQuest reports which contain a standard report heading.  Click on Configure, Program Settings to access this dialog.  The name you entered for your organization under Configure, Your Organization’s Information is used for this purpose, so check there to be sure your organization name is entered correctly.

Auto-Fill On Donation/Pledge Payment Linking

Now when you apply a donation as a payment to an existing pledge, the Donation Type, Account, Stimulus, Fund, and Appeal codes will be automatically filled in for you from the pledge to which you are linking the donation as a payment.  Of course this is only done for blank donation fields – any codes you may have already entered before linking the donation are kept as you entered them.

User-Specific Auto-Exports

The ability of DonorQuest  to automatically query and export data at specific time intervals has been enhanced so that now the exports can be user-specific.  When you click on Configure, Setup Auto-Exports, and add or edit an export action, you can specify a user for the export action like this:

Automated Export Actions

 

 

In the above example, the automated weekly export of all donations entered last week is only done when user Gabe is logged into DonorQuest.  This is important because the export path refers to a folder on user Gabe’s actual computer, which is only accessible when Gabe is using DonorQuest from his computer.  The Browse button next to the Export File Name shown above is also new in DonorQuest 7.2.

Duplicate Check For Donations, Pledges, Etc.

DonorQuest has long had the ability to check for duplicate donors based on any combination of constituency fields (last name, organization name, address, email, phone, etc.).  Now DonorQuest can also check for any duplicate donations based on any combination of donation fields including date, amount, stimulus, appeal, etc.  This can come in handle if you accidentally imported the same batch of donations twice.  Now you can select and mass delete the duplicates.  This also applies to pledges, memos, contacts, etc.  Additionally, you may search for duplicate donations across the entire database, or just within donor accounts.

Zip Code Table May Now Be Edited

DonorQuest speeds data entry by auto-filling the city, state, and county for you when you enter the zip code for a new donor and press the tab key.  DonorQuest uses an internal zip code table (provided by the USPS) to accomplish this.  On the rare occasion a city, state, zip, and county combination is not known to DonorQuest, you can optionally add the new combination so that DonorQuest will recognize it for future entries.  Up until now, it was not possible to correct an invalid combination you mistakenly added, but now you may click on File, Open, The Postal Table to gain full access to DonorQuest’s internal zip code table.  You may correct or delete entries you have made, and all of your custom city, state, zip, county combinations will also now be preserved even as the predefined combinations are updated during periodic DonorQuest upgrades.

Support For Windows 7, 8, and 10 Personalization

Windows versions 7 through 10 have advanced personalization options which allow you to adjust the appearance of program dialogs.  In particular, you can make dialog controls larger or smaller to suite your taste, and the change will apply to all programs.  DonorQuest 7.2 in now fully compatible with such changes, allowing you to customize at will without causing any control alignment issues for DonorQuest.  Also, the new look for the Windows 10 desktop is using color very sparingly, so if you would like DonorQuest to blend in more with that you can click on User, Change Your Personal Settings, and set you’re Background color to be Classic Grey.  This is a personal setting so it will not affect other DonorQuest users.  When Apple and Microsoft decide color is cool again, you can always switch it back.  Oh and for those of you who still prefer the much loved and amazingly efficient Windows XP, fear not.  DonorQuest is still fully XP-compatible.

New Standard Reports Added

DonorQuest 7.2 includes the following new standard reports:

Donations – Grouped By Donor And Fund – Summary

Header – Count Of Counties And States With Percentages

Donations – Count Of Gifts In Dollar Ranges By Calendar Year And Week

Donations – Donation Detail Report With Aggregated Soft Credit Donations

Donations – Count And Total Of Donations By Giving Entity With Percentages

Donations – Grouped By Account, Subtotalled by Stimulus, Totals Only

Donations – Comparison Of Year-To-Year Giving By Fiscal Year With Totals

Donations – Address Info And Aggregated Hard And Soft Credit Donation Total

Donations – Count Of Gifts In Dollar Ranges By Calendar Year

Donations – Count Of Gifts In Dollar Ranges By Fiscal Year

Donations – Count Of Gifts In Dollar Ranges By Fiscal Year And Week

Donations – Total Of Gifts In Dollar Ranges By Fiscal Year

Donations – Total Of Gifts In Dollar Ranges By Calendar Year

Donations – Total Of Gifts In Dollar Ranges By Calendar Year And Week

Donations – Total Of Gifts In Dollar Ranges By Fiscal Year And Week

Donations – Donor Name, Phone, Donation Amount And Stimulus

Contacts – User Counts

Donations – Grouped By Fund – Summary With Donation And Donor Counts

Want Some Freedom From The Office?

Then the cloud version of DonorQuest might be right for your organization.  It has the same look and feel as the installed version of DonorQuest you currently have so there is no learning curve, just a lot of freedom – the freedom to securely access your donor database from anywhere you are on any device including Apple Macs, iPads, iPhones, Traditional Windows PC’s, and even Google Chromebooks.  Oh and did we mention it’s fast – very fast.  It runs in a huge datacenter with multiple physical servers all on tap to get those Selections and Reports run before you can even reach for your cup of coffee, no matter how many donor records you have.  We’re currently offering a free two-month trial to all DonorQuest users so you can take it for a test drive before deciding if it’s right for you.

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: