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.

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.

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:

We hope you like the new site!
-DonorQuest Team