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).
Main Information Tabs:
The DevelopmentLogic main information form Primary tab allows you to edit the basic information for a specific donor. This includes their basic name, address and telephone information. [Screen Shot]
The Additional Information tab contains extra information regarding the donor such as their education information, marital status, etc. [Screen Shot]
The Secondary tab allows you to store information regarding a secondary individual. This could be a spouse or a second contact for an organization for example. [Screen Shot]
The Constituency tab allows you to store information necessary to effectively solicit and interact with your donors. [Screen Shot]
On the Totals tab you can see a donor's cumulative giving totals for the current and past three years (both calendar and fiscal), the greatest gift ever given, the average gift amount, lifetime total, and the total number of donations, pledges, memos, extra addresses, and linkages on file. [Screen Shot]
On the Charts tab bar and pie charts provide you with immediate graphical information on the giving history of each donor. [Screen Shot]
Main Information Datasheet: The DevelopmentLogic main information window provides a spreadsheet-style view of all your donors, and provides instant access to any one of them via the Find button. You may also perform an interactive search by typing the first few letters of the name you are looking for, and the window will update instantly as you get progressive closer to the desired donor. As with all such displays in DevelopmentLogic, all columns may be moved and/or resized with your mouse.
Whether you have 25 donor records (as in the sample database) or 250,000, DevelopmentLogic is incredibly fast since it is a highly optimized and compact C-based program. Because of this efficiency, we can guarantee that if your computer can run Windows, you can run DevelopmentLogic for Windows -- even with only 4 megabytes of RAM! [Screen Shot]
Donation Information Datasheet: The Donation Information Window shows at a glance all the donations for a specific donor. DevelopmentLogic is capable of tracking an unlimited number of donations for each donor.
Any number of data windows in DevelopmentLogic may be open at any time, and you may see the donations, pledges, notepad, (etc.), for a single donor all at once.
Since all windows in DevelopmentLogic are synchronized, the donation, pledge, notepad, (etc.), windows will instantly update as you move from donor to donor in the main information datasheet (described above). [Screen Shot]
Donation Form: The Donation Form is used both for adding a new donation for a donor, and for editing an existing donation. Many of the fields comprising a donation are coded fields. They store a short alphanumeric code which helps to categorize a donation by campaign, fund, acknowledgment letter used, etc. Using coded fields reduces data entry errors since DevelopmentLogic will validate your coded entries. The Codes drop-down button provides easy access to codes that are already in the system, and new codes may be defined at anytime by you.
The Donor Lookup button supports an advanced feature called soft credits. This feature can be used to acknowledge that another donor may have been instrumental in bringing in a gift, even though they didn't actual give it.
The Pledge Lookup button allows you to apply the new donation as a payment toward one of the donor's outstanding pledges. DevelopmentLogic can be set to notify you during the entry of a gift when a donor has one or more outstanding pledges which the gift may actually be a payment towards. [Screen Shot]
Campaign Statistics: View up-to-the-minute campaign statistics so that you can review the progress of your campaign at any point in time! (can be found under the Donor Menu) [Screen Shot]
Pledge Information Datasheet: Pledges are promises to pay. In DevelopmentLogic, a donor may have any number of active pledges, each with potentially different payment plans. DevelopmentLogic has full pledge billing support, and each pledge bill or "reminder statement" contains complete information about a specific donor's active pledges -- how much they have pledged, how much they have paid so far, the remaining balance, the payment amount currently due, etc. These pledge reminder statements can be run whenever you wish, and DevelopmentLogic will even print the mailing labels or envelopes to mail them with! [Screen Shot]
Linkage Information Datasheet: Linkages are used to document the relationships or connections between donors. Through the use of linkages you may create individual solicitor lists, report on all those who attended a related institution or event, note family relationships, employer-employee relationships etc. Each donor may have an unlimited number of linked relationships with other donors. In the screen shot example below, the donor "Justin Hayward" has a linkage to two other donors. The first linkage is to "Wolfgang Amadeus Mozart", and is coded as "CLASSI" which stands for "Classical Influence", and the second linkage is to "John Lodge", who is coded as "FBM" for "Fellow Band Member." As with all coded fields in DevelopmentLogic, you may create new codes which are specific to your needs at anytime.
The Jump button allows you to jump immediately to any linked donor account, so that you may see their full information including donations, pledges, and of course, linkages to other donors. This technique may be used to traverse the entire "web" of relationships in your donor database, allowing you to discover relationships you may not have known existed. For example, in viewing the linkages of one of your supporters, you jump to the donor's uncle, discovering that the uncle is a very influential shareholder of a large corporation from which you have been trying to obtain a grant. Since you have good contact with the nephew, you may be able to get him to influence his uncle to influence the corporation to make the grant. [Screen Shot]
Donor Notepad: 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. [Screen Shot]
Scheduled Contacts Datasheet: The DevelopmentLogic contact manager allows you to schedule donor contacts for yourself, or for other DevelopmentLogic users. A scheduled contact is essentially a planned interaction between a donor, and an individual (volunteer or staff) within your fundraising operation.
Each day when you start DevelopmentLogic, you will be reminded if you have scheduled contacts for the day, and of any past, unfinished, contacts. At anytime you may view a chronological listing of all the contacts you have scheduled, and the donor account associated with each. [Screen Shot]
Scheduled Contacts Form: As you work your way through the donor contacts scheduled for today, you are able to enter detailed notes about the outcome of the contact using a word processor-like window You may then close the contact, or leave it open, to trigger activity again sometime in the future. Closed contacts remain in a donor's history until deleted. Each donor may have an unlimited number of contacts in their history.
Each user's contacts are kept separate from the contacts of other users. This allows DevelopmentLogic to support any number of staff or volunteer "workers" within your organization, each with their own group of donor prospects to solicit. [Screen Shot]
User Accounts Setup Datasheet: DevelopmentLogic maintains an secure account for each person who will be using DevelopmentLogic. Each user may be given different "rights" within DevelopmentLogic. These rights govern the level of access a given user has to donor data. For example, a particular user may be given the right to add new donations, but not to view sensitive information about contributors -- such as their donation histories. DevelopmentLogic has forty-two distinct rights which may be turned on or off on a user-by-user basis. [Screen Shot]
User Accounts Setup Form: In addition to the rights which can be set for each user, the behavior of DevelopmentLogic may be customized for the preferences of each user. The user accounts setup form allows for the setting of each user's preferences. [Screen Shot]
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Last Update: September 22, 2006
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