New Tools and Features

1
New Tools and Features

• New Tools and Features
• diane kuehl
• donor.com 2008
• community conference

2
New Tools and Features

• Core Software (DASCO / SAFARI)
• ConnectWare
• BankWare
• SendWare
• WebWare
• ReportWare
• Command Line Interfaces (CLI)
• donor.com

3
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_maint
  ain_change
• https//donor.com/manuals_dasco_de_updating_histor
  y

4
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 years 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

5
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)

6
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-nam
  e

7
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
  

8
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_mainten
  ance

9
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

10
Prospects

• Use dasco-generated salutation vs one provided by
  your mailing vendor
• http//donor.com/manuals_dasco_prospects_config

11
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
  

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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

13
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/vi
  ewer (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

14
Remittance Processing

• Standardizing integration with remittance
  processing systems (such as AQ2 or lockbox
  services)

15
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

16
SendWare

• Attach PDF documents to either text or html
  emails
• https//donor.com/manuals_sendware_qbulk

17
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

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WebWare

• dwapi replaces soap
• Extremely scalable
• Also used in DASCO 3 interface
• WebWare templates converted to all css-driven

19
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

20
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

21
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

22
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)

23
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

24
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

25
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

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all new donor.com

• Lets 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.
  firstname_at_donor.com
• Suggestions? http//donor.com/suggestions.

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Simple Power

• manage all your data and web presence
• in one powerful package
• diane kuehl
• education and business consultant
• diane_at_donor.com