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How will I get the update?
Starting on March 27, we will roll out the update to our customers via the Internet. After the update has been released to you, the next time you sign into GiftWorks you will receive a message indicating that Updates are Available. Simply accept the update and proceed from there.
How can I tell if I received the update?
At any time you can select Internet Updates in the lower left corner of your GiftWorks screen, and select Check for Updates. If you are unsure if you have the most recent Update or not, you can click Help in the upper left corner of your GiftWorks screen and select About GiftWorks. The March 27 Update version number will be 3.0.142 or higher.
What's changed?
Here is a list of items by GiftWorks functional area.
Donors
- Options to copy addresses, phones and emails from donor with household profile when adding household members
- Ability to copy addresses, phones and emails from any donor when editing a donor
- Ability to specify default mailing lists for new donors
- "Hovering" over donor image will now display larger image
- Improved duplicate donor checking when adding a new donor
- Fund, Campaign and Appeal can now be displayed on Donation List when viewing a donor
Donations/Pledges
- New pledge payment frequency option - "Two times per month (1st and 15th)"
- Option to specify expected payment type when adding a new pledge
- Warning of potential duplicate donation when adding a new donation - if another one exists for the same donor, amount and date
- Default check date to donation date when adding a new donation
Mailings
- Additional mailing sort options - State, Country
- Additional receipting sort options - Donation Date or Date Donation Entered
- Increased flexibility when working with the Mailing Recipients list - customize the columns, add additional related donors, additional options to check and uncheck recipients
- Improved the performance of the Mailing Recipients list when checking or unchecking donors for a large list
- Pledge Fields now available on Donation and Receipt letter templates to be used with pledge payments
- New Honorarium Table letter template field that includes addresses
- Option to uppercase envelope and label addresses
- Easier to add images (pictures or logos) to envelopes
- Improved naming of letter documents when saving one letter per file - will not overwrite existing letter documents
- Default the email Subject to the Mailing Template Name when sending emails
- Ability to include multiple attachments when sending emails
- Ability to remove related donors such as household members when printing labels or envelope
SmartLists
- Additional Donor SmartList criteria for Number of Donations for various time periods
- Additional Donation and Pledge SmartList criteria and columns for Donor Assigned To and Renewal Date
- Ability to add Donor Custom fields to a Donation or Pledge SmartList
- New Donation criteria for Donor SmartList Period definition to allow more flexibility - for example, total donation amount within a certain time period for a specific fund
- New 'Update All Items in a SmartList' option to Add Note for all members in a SmartList
Reports
- New format option for the Donor Phones/Emails report to generate "phone list" style reports including all phone numbers and emails
- New Donor Tasks report to report tasks based on due date, assigned user and status
- Option to Cancel report request from Report Choices prompt
- Donor Summary Sheets include page numbers - n of n
Miscellaneous
- Improvements to database compact process
- Compatible with QuickBooks 2009 and Canadian QuickBooks 2009
- Option to post to QuickBooks using Donation/Pledge date rather than the date the donation was entered or modified
- Option to match to QuickBooks customers based only on GiftWorks display name
- Reporting of all QuickBooks donor posting errors at once to allow quicker resolution of problems
- New filter to include only active transactions when viewing Detailed Transaction Register
- Improved options available when using Send Us Feedback link - browse Knowledge Base, report a problem to support or make a suggestion
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