Version 6.9.2 launched 15 September 2006 with screen design and user-access customization tools, Word Notes, grant-tracking and a number of productivity features!
DevelopmentLogic welcomes recent new users at the Karolinska Institutet,the Fondation Notre Dame, the Institut français des relations internationals (Ifri) and Marymount School (Paris).
Search by Partial Names
Phonetic Searching
Search and Replace
Pop-Up Code Table Menus
Linkages Between Donors
Notepad Feature in Donor History
Storage of Address,Contact, and Other Personal Information: In addition, each donor account may have an unlimited number of:
- Donations -- Including cash, in-kind, and soft credits, donations are stored in complete detail indefinitely. On-going totals for all campaigns are available with the push of a button, and serialized donation receipt/thank you letters are automatic!
- Pledges -- Designed to be linked with incoming donations, DevelopmentLogic will track an unlimited number of pledges for each donor, providing reports and reminder statements which include the outstanding balance of each pledge.
- Memos -- Each donor's record may have an unlimited number of special memo "notes" associated with it. Memos are used to store personal details about each donor. They may contain any information you wish to type, and DevelopmentLogic is able to search/select based on key words within the text.
- Extra Addresses -- Allows each donor account to have additional address information, such as a work address, and/or summer address.
- Linkages -- Allows each donor account to be linked in specific ways to any number of other donor accounts. This allows you to set up relationships between family members or other related groups of donors. Reports can be printed showing these relationships, and the total giving across the entire group. Matching gift donors are also supported.
Phonetic Searching: If you misspell a name, chances are DevelopmentLogic will catch your mistake, and offer you a menu of names which "sound" similar to the one you typed.
Search and Replace: DevelopmentLogic has the ability to search your database, updating data values for specific donors. This can save hours of tedious data entry work when making a uniform change across many donor accounts.
Pop-Up Code Table Menus: Many fields within the DevelopmentLogic program are coded fields. These codes are completely defined by you, and are used to track standard information about each donor account. During data entry, all coded fields are supported by a pop-up menu which allows you to choose from the codes which apply to the field you are editing.
Linkages Between Donors: Any donor may be linked to any number of other donors. Any type of relationship may be created, including familial, employer-employee, etc. And, while viewing a particular donor's record, you may freely jump to the record of any related donor. The entire "web" of donor relationships may be traversed in this fashion, allowing you to explore indirect relationships between donors. For example, the brother of one of your best donors may be married to a very influential public official, who may be willing to promote your organization. This indirect relationship is something you might never have known without cruising the web of your donor linkages in DevelopmentLogic!
Notepad Feature in Donor History: You may enter free-form notes about each donor in paragraph form. The notepad feature lets you enter many paragraphs of text about each donor in a word processor-like window which does automatic paragraph formatting. The full text of all notepad entries across all donors is available for keyword searches during selections, and you can also include each donor's notepad text on any report.
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Last Update: September 22, 2006
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