This help manual is still being built. Yellow highlighted entries are either not yet finished or need to be updated with recent changes to the software.
 
1. USERNAMES
1.1. Signing In
1.2. Setting up New Users
1.3. Security Levels
1.4. Last Logged In Date
 
2. RECORDS
2.1. Search for Records
2.1.1. Name
2.1.2. Address
2.1.3. Email
2.1.4. Phone
2.2. Master Records
2.2.1. Master ID #
2.2.2. Households
2.2.3. Organizations
2.2.4. Name
2.2.5. SortBy field
2.2.6. Address
2.2.7. Email
2.2.8. Phone
2.2.9. Types of Mailings / Phone / Emails to recieve
2.2.1. Master Flags
2.2.12. Never Contact
2.2.13. Overview page fields
2.2.14. Snapshots
2.2.15. Splitting Records
2.2.16. Combining Records
2.2.18 Delete Records
2.3. People Records
2.3.1. Person Name Fields
2.3.2. Person Work/School Fields
2.3.3. People Flags
2.6. General Reports
 
3. MAILING LISTS
3.2. Marking records for receiving Mass Mailings
3.3. Building complex Mailing Lists
Section 01.02.
Setting up New Users

Any Person record in the database can be given a Username to access the system. A Person record is attached to a Household or an Organization in the database.

To add a User, you must first make sure they already exist as a Person in the database. Once they exist, Search for their Person record and choose the MORE button by their name. This will allow you to access detailed information about this Person, including their Username and Password fields. Enter a unique Username and Password for this individual. You will also need to choose an appropriate Security Level and an Expiration Date for them.



How do I give someone access to Donor Mine?

On their individual Person record, fill in all 4 of the following fields.
  • Username - give them a unique username that is at least 7 character long and contains at least one number

  • Password - give them a unique password that is at least 7 character long and contains at least one number

    • Usernames must be unique.

    Usernames should contain no spaces or symbols.

    Passwords are not case-sensitive.

    The best Usernames and Passwords are at least 7 character long and contain at least one number.

  • Set an Expiration Date for their password. Each Username and Password must be given an Expiration Date to log in. To give open ended access, use a far distant date like 12/31/2100. Once an Expiration Date has arrived, the User will not be able to log in again. This is very useful if you want to give someone limited time access to the database.

  • Choose a Security Level:

    • VOLUNTEER / EVENT STAFF - can view and edit name and contact info, can view and edit notes and communications. Cannot see or edit donations or event info. Cannot run reports.
    BOARD MEMBER - can view and edit name and contact info, can view and edit notes and communications. Can see but cannot edit donations or event info. Can run reports.
    OFFICE STAFF - can view and edit all information and run all reports. Access to some Administrative functions.
    EXECUTIVE DIRECTOR - can view and edit all information and run all reports. Access to all Administrative functions.

  • Last Logged In - This is a record of when the person last logged in. This field is automatically added whenever a User logs in. If they have never logged in, then the very first time they do they will have an option to auto-save their login credentials to their browser for quicker logging in later. This opportunity is not given except the first time they log in.









Related Topics:
  • USERNAMES
  • Signing In
  • Security Levels
  • Last Logged In Date



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    4. COMMUNICATIONS
    4.1. Entering Calls, Mailings, Meetings and other Communications History
    4.2. Mass Mailings / Mass Communications
    4.3. Appeals
    4.3.1. Adding/Editing an Appeal
    4.3.4. Running a Cost-Benefit Analysis
    4.5. Communication Reports
     
    5. DONATIONS / GIFTS
    5.1. Processing Donations / Donation Wizard
    5.1.1. Donation Type
    5.1.2. Editing a Donation
    5.1.3. Donation Fields
    5.1.4. Deleting a Donation
    5.1.5. LastDonated fields
    5.1.6. Pledges
    5.1.7. Installments
    5.1.8. Honorariums/Memorials
    5.1.9. Matching Gifts
    5.1.1. Matching Campaign Grants
    5.1.11. In-Kind Gifts
    5.1.12. Letters
    5.2. Funds
    5.2.1. Adding/Editing a Fund
    5.2.2. Deleting a Fund
    5.2.3. Sub-Funds
    5.2.4. Budget and Costs
    5.2.5. Running a Cost-benefit Analysis
    5.3. Yearly Totals for Donations, Ticket Sales, Etc.
    5.4. Gift / Donation Reports
     
    6. GRANTS
     
    7. NOTES
    7.1. Adding/Editing Notes
    7.2. Deleting a Note
    7.3. Family Tree Connections
     
    8. The LIST
    8.. Calling Lists
    8.2. Renewal Criteria
    8.2.1. Adding/Editing Criteria
    8.2.2. Changing Criteria Menus
    8.2.3. Pulling Reports
    8.3. Renewal Lists
    8.3.1. Generating Renewal Lists
    8.3.2. Building Lists for Calling and Mailing
    8.4. Contacting Donors
    8.4.1. Telemarketing Interface
    8.4.2. Telemarketing Reports
    8.5. Interest
     
    9. BOARD / COMMITTEEE
    9.1. Committees
    9.2. Members
    9.3. Board Logins / Connections
    9.3.1. Portfolio / Main Contact