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 02.01.01.
Name

The general search function that appears in the top right corner of every Donor Mine page searches for names and master notes. The specific fields covered are the first 5 fields you see when you enter someone's record: 'Name,' 'Last Name to Sort By in Reports and Lists,' 'Formal Greeting,' 'Informal Greeting,' and 'Note about interest/involvement.' The search function examines all Master Records, whether they are Households or Organizations.

This search function also looks at the Person table and searches through all of the name fields: 'Salutation,' 'First,' 'MI,' 'Last,' Suffix,' and 'NickName.'

Since names and nicknames may be entered differently by each user of Donor Mine ('Sue and Bob Brown' vs. 'Robert & Susan Brown'), it is not recommended that you search for an entire name. The search function is a simple text search, it will only find the exact characters, int he exact order that you type them in. Therefore, if a record has the name 'Sue and Bob Brown' and you search for 'Sue & Bob Brown' you will get no result. Instead, search broadly to get the best results. In this case, search broadly for 'Brown' and you will find them. The second benefit of searching more broadly is that you may find there is a duplicate record for 'Sue Brown' that needs to be combined with the record you are searching for.

You don't need to limit your search only to last names. If you are looking for 'Anastasia Johnson' you should search for her first name of 'Anastasia' since it is far less common than 'Johnson.'

If you need to make a record easier to find when you are searching, you can hide a search term for your benefit. Let's say you have multiple 'Beth Johnsons' in your system and one of them is on your board and you want to be able to find her easily. You can bury a nickname like 'Board President' in the 'Last Name to Sort By in Reports and Lists' field. This field is only used for sorting records on reports, so you could change her data in this fields to read 'Johnson / Board President.' In the future, search for 'president' and her name will pop right up.

Related Topics:
  • RECORDS
  • Search for Records
  • Address
  • Email
  • Phone



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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