New manual
"Training wheels" to help you get started
OpenBase SQL for faster and more powerful queries and more stability
Contact Log is now called the Activity Log to better describe what it is used for
You can choose to see dropdown lists in addition to auto-fill and popups for fields that require pre-defined codes
You can save window sizes and positions to they will come up at the same location as you left them
Spell-checking and auto-replace are available in memo and WorksWrite fields
Additional Foundations checkbox to use for Grants module
More context menu options
Multiple display-only fields on Constituent Entry and Gift Entry
Primary Address is now called Head of Household to more accurately indicate what it does
Contacts now display both relationship codes and reciprocal relationship codes
The Relations treelist now has a Head of Household indicator
Additional types of tasks, including grant tasks, and staged tasks. New task codes. Tasks are tied to the new calendar. Lots of new, different ways to display tasks in treelist. You can set alarms for tasks, and attach a document with a hot link to open the document.
Print summary task report, staged task report
Pull up tasks for self, assigned, another's, recurring, etc.
Protected groups that only allow someone with Admin level to remove a person from a group
With auto-expiring groups, constituents are removed from a group when a specific date is reached
Activity log now allows for unlimited custom codes; "other" records such as external EMails, WorksWrite letters, etc. are editable; attach a document with a hot link to open the document
Major donor flag now has an option to set someone as a prospect
On... menu is back along with Next/Previous to allow you to step through your data based on a specific set of criteria
If a field is too long to show on the screen, hovering the cursor over it will display the entire text
Dots & Stickies – Attach visual indicators to any constituent record, including adding yellow sticky notes
Some menus have been reordered
Household and contacts now display on the profile report
Designations now display in lists in colors of your choosing for easy identification
Graphing has been added in many places
Add a gift from the Constituent Entry window
Defaults in bulk group enroll to enter starting/ending dates and memos in bulk
Improved venue ticketing for events
Additions for Canadian receipting
Extra field on Gift Entry for batch number, etc.
Improvements to linked constituents
You can set up recurring gifts for EFT/CC transactions, payroll deductions, etc.
CC/EFT processing through a clearing house partner
More renewal options
Volunteer hours can post to soft credit totals
If you try to Find someone on the Constituent screen and they are not found, you can automatically add them
United Way gifts, including multiple percentages for different chapters
Additional directory options
Relations and contact ("grandparents") reports
Giving comparisons report
New task reports
Auctions added to POSWorks plus reports
SQL queries
Additional Assisted Query options
Archiving of old records
Each time you do a Query & Report, a separate window comes up so you can make side-by-side comparisons
You can drag-and-drop data between Query & Report windows
Query & Report now has Comparison & Summary graphs
More codes can be marked as inactive and you can show/hide the inactive ones
When creating a query, if the field you are querying on is an auto-lookup field, it will auto-fill as you type and only allow actual codes to be entered
Queries can now be shared so that everyone in the office doesn't have to recreate the same query
Queries are now stored in the database so they are backed up and so that they will move from machine to machine with you
More code types now allow for combining of code records
You can indicate that some title/couple title codes are only appropriate as a couple title
In WorksWrite letters you can adjust the position of background graphics
WorksWrite letters can print multiple gifts in a single letter, including in-kind gifts, headers & footers
EMail now allows for HTML EMail and attachments
You can have Mission Control automatically load for specified workers
Various preferences allow you to customize your workspace
When printing a batch of WorksWrite letters, you can elect to view and edit the merged results before printing
You can now customize phone and date formatting
You can automatically display the Constituent window on startup
Import EMail directly from a given EMail account into the Activity Log
Import Constituent information directly from EMail via web form or other means
Bulk EMail allows you throttle the speed at which EMails are sent out if your ISP provides limits on this
You can display monthly background pictures, including adding pictures of your own that come up on particular days or periods of time
Automatically create and link spouse/child records during import
Administrative message displays to all users every time they log in with information you want everyone to see
Calendar displays your tasks and ToDo's by day or month
Install docs from the CD from within the program
Additional Mission Control options, see top donors, see selected audit trail, see ticket sales, tasks, ability to create custom Control Panels
Planned Giving module (included)
Grants module (available for purchase)
POSWorks (available for puchase) with Auctions, multiple invoice options, posting to gift file, confirm entries, custom categories, rentals, subscriptions, hourly services, assemblies, multiple tax types
Customize any report
Remote access to data from any machine you have DonorWorks on
Ability to link DonorWorks data to website
