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

2. april 2008donor.com community conference New Tools and Features Core Software (DASCO / SAFARI) ConnectWare BankWare SendWare WebWare ReportWare Command Line Interfaces (CLI) donor.com

3. april 2008donor.com community conference Pledges Auto-Update Pledge Gifts – Update new pledge gifts when the associated new pledge record motivation is updated. (Great for fixing mistakes) Track date of first gift applied to a pledge View Pledge link from Dollar History  Even if the giver is not the owner of the pledge  (Did you remember that a person can give toward a pledge that is not “owned” by him/her?) https://donor.com/manuals_sponsorship_advplg_maintain_change https://donor.com/manuals_dasco_de_updating_history

4. april 2008donor.com community conference Receipt Segmentation Segment by existence of a specific kind of supplemental record (e.g. EML record for emailing receipts) E-Receipts! Export additional data fields for merging on paper or e-receipts (custom receipt output per account or per gift) e.g.  Email address and preferred format  Phone number  Last year’s total deductible giving  Description of motivation code of gift(s) https://donor.com/manuals/dasco/sysadmin/ereceipts https://donor.com/manuals_admin-ref_codf_receiptco

5. april 2008donor.com community conference Supplemental Data Beefed up security to protect from inadvertent changes to application-dependent supplemental record definitions (only donor.com can change these) Some new features for encrypting credit card numbers in RCC records (coming soon)

6. april 2008donor.com community conference International Phone Numbers Now supported in both dasco and webware Uses an “edit mask” to recognize an international number +[0,2-9]* (Leading + sign, followed by any digit other than 1 and any number of digits after that) Maximum 16 characters https://donor.com/manuals_dasco_de_add/add-new- name

7. april 2008donor.com community conference Change Log More extensive use of Change Log Attribute of supplemental records identify which dasco accounts have on-line accounts (e.g. WEB password record) Ensures that on-line accounts are kept up-to-date in a more timely fashion https://donor.com/manuals_admin-ref_supp_def https://donor.com/manuals_admin-ref_codf_changexxx

8. april 2008donor.com community conference Free Shipping Exclude individual items by stock code from shipping charge calculations (whether based on dollar value or weight) Applies to both internal orders and web-generated orders https://donor.com/manuals_safari_inventory_maintenance

9. april 2008donor.com community conference View Orders from Ship To Account Applies to orders shipped to an account other than self Use Examine Orders when viewing the “ship to” account https://donor.com/manuals_safari_orders_history

10. april 2008donor.com community conference Prospects Use dasco-generated salutation vs one provided by your mailing vendor http://donor.com/manuals_dasco_prospects_config

11. april 2008donor.com community conference Inactive Account Management Part of inactive account discount pricing (check your contract) Contact information excluded from select output and other export tools Can export contact and source information only from Export Inactive Accounts tools, enabling you to communicate in an effort to reactivate Any activity on the account will reactivate the account for billing purposes for 12 months https://donor.com/manuals/dasco/appendix/inactive

12. april 2008donor.com community conference Communications Log The Communications Log tracks interactions with individual donors, and helps answer questions such as: What communication pieces have been sent to the donor? When? What prompted the communication? Did the donor respond? How much did it cost to send the communication? Which donors have received 24+ appeals and never responded? What is the response rate to our email blasts? https://donor.com/manuals/adminref/schema/comf

13. april 2008donor.com community conference ConnectWare - Account Viewer(s) Read only access to account information Two formats  one suitable for full browser lookup  a second for mobile device (phone or pda) with more limited browser For full browser viewer, go to donor.com/my/xxx/viewer (where xxx is your “client code”) For mobile version, go to donor.com/m/xxx Can also be implemented on your own WebWare site (if you have one) Must have a dasco login and password https://donor.com/manuals_connectware_viewer https://donor.com/manuals/connectware/mobile

14. april 2008donor.com community conference Remittance Processing Standardizing integration with remittance processing systems (such as AQ2 or lockbox services)

15. april 2008donor.com community conference BankWare Next generation of BankWare coming soon Changes to recurring transaction record architecture (replace RCC and RCK records) with a goal to easier maintenance Transition away from legacy “PSS” system

16. april 2008donor.com community conference SendWare Attach PDF documents to either text or html emails https://donor.com/manuals_sendware_qbulk

17. april 2008donor.com community conference WebGUI WebGUI 7.4 DWClient for WebWare API access Flexible and improved stability New Spectre Workflow system Complete versioning system Best of Breed CMS and Web Site framework

18. april 2008donor.com community conference WebWare dwapi replaces soap Extremely scalable Also used in DASCO 3 interface WebWare templates converted to all css-driven

19. april 2008donor.com community conference WebWare Syncprofiles syncprofiles replaced by dwpush Uses an advanced queueing mechanism Webgui passes information directly to dwpush and into DASCO immediately The binary getchglog reads the DASCO change log, updates dwpush, which then updates the WebGUI account profile

20. april 2008donor.com community conference Compare Shipping Options Enable customers to compare shipping charges by various methods before choosing Shipping method drop down displays corresponding costs for each method you offer

21. april 2008donor.com community conference WebWare Credit Card Charging Ability to charge credit card transactions immediately in WebWare {Coming Soon} Transaction not complete until card is authorized Immediate feedback to the on line donor or customer

22. april 2008donor.com community conference WebWare and EFT Offer a choice between EFT and Credit Card for recurring giving online Accept EFT as a one-time donation (will be processed with next run of recurring EFT gifts)

23. april 2008donor.com community conference WebWare Identify “light” More than just an email only account, but not enough to send mailing pieces Requires name, city, state, zip and email to sign up on line Reduces malicious automated signups by requiring more information

24. april 2008donor.com community conference ReportWare An upgrade to version 7.9 of Crystal Clear is in place New chart director New prompting mechanism Totally new Java viewer Reports written with Crystal Clear are incorporated into DASCO 2 and DASCO 3 report production

25. april 2008donor.com community conference Tools and Command Line Interfaces Lots of new and updated command line interface “tools” Much of these new tools and features are in support of DASCO 3 Check out your favorites https://www.donor.com/manuals_admin-ref_tools

26. april 2008donor.com community conference all new donor.com Let’s not forget our own new web site! DonorWare LLC now doing business as donor.com On line documentation, support / ticket system and other resources all moved to donor.com SEARCH is BACK! Look for documentation by word searches. Update your bookmarks for faster access to the new url donorware.com will redirect to donor.com Update your email address book for staff. firstname@donor.comfirstname@donor.com Suggestions? http://donor.com/suggestions.http://donor.com/suggestions

27. april 2008donor.com community conference Simple Power manage all your data and web presence in one powerful package diane kuehl education and business consultant diane@donor.com