| INTRODUCTION |
| Introduction |
| LICENSE INFORMATION |
| License Information |
| Software Licensing and Evaluation |
| Sending Emails from the Program |
| TECHNICAL SUPPORT |
| Technical Support |
| Who Am I? |
| DOCUMENTATION STANDARDS |
| Documentation Standards |
| INSTALLATION INSTRUCTIONS |
| Installation Instructions |
| Running as an Administrator |
| Startup Options |
| Network Versions of DONATION |
| Using a Limited User Password |
| Converting Data from Prior Versions of the Program |
| Converting Data from Other Programs |
| Importing Donors from Other Programs |
| Importing Donations from Other Programs or Regular Donations |
| Importing all Data from Other Programs |
| Uninstalling DONATION |
| Checking for Updates |
| The Lite Version Limitations Window |
| Lite Version Limitations |
| REGULAR OPERATING PROCEDURES |
| Regular Operating Procedures |
| Features for Churches |
| Year End Procedures |
| GENERAL INFORMATION ON USING THE PROGRAM |
| General Information on Using the Program |
| Keyboard Shortcuts |
| Testing the Program Out |
| THE MAIN MENU |
| The Main Menu |
| The File Menu |
| The Maintenance Menu |
| The Letters Menu |
| The Reports Menu |
| The Reports -> Donor Sub-Menu |
| The Reports -> Donation Sub-Menu |
| The Reports -> Receipt Sub-Menu |
| The Reports -> Category Sub-Menu |
| The Receipt Menu |
| The Receipt-> Gift in Kind Receipts Sub-Menu |
| The Database Menu |
| The Backup/Restore Menu |
| The Tools Menu |
| The Help Menu |
| ENTERING AND MAINTAINING DONORS |
| Entering and Maintaining Donors |
| Entering a New Donor |
| Finding a Donor |
| Editing a Donor |
| Deleting a Donor |
| Sending Emails to a Donor |
| Pledges in DONATION |
| ENTERING AND MAINTAINING DONATIONS |
| Entering and Maintaining Donations |
| Entering New Donations |
| Entering Multiple Donations for One Date |
| Editing a Donation |
| Deleting a Donation |
| Changing the Date of Donations |
| Handling Gifts In Kind |
| Using the Popup Calendar to Enter Dates |
| EDITING CATEGORIES |
| Editing Categories |
| Donation Categories |
| Donor Categories |
| Paid By Values |
| EDITING GENERAL INFO |
| Editing Organization Info |
| Editing Main Window Options |
| Editing Receipt Options |
| Configuring Email Sending |
| Registering by Email |
| Viewing Saved Settings |
| USING REPORTS |
| Printing Reports |
| Using the Reports Browser |
| Filtering Reports |
| Sorting Reports |
| Saving Reports to Files |
| Creating Custom Reports |
| Modifying Reports Using SQL |
| Exporting Data from the Program |
| Saving Reports, Receipts and Letters as PDF Files |
| CREATING MAIL MERGE LETTERS |
| Creating Mail Merge Letters |
| Creating Letters for One Donor |
| Creating Mass Mailings |
| Mail Merge Fields |
| Editing with the Internal Editor |
| Generating Receipts Using Mail Merge |
| Generating Mailing Labels using Mass Mailings |
| Doing Mail Merges using Save As from Reports |
| Backing up and Restoring Letters Files |
| GENERATING CHARITABLE RECEIPTS |
| Generating Charitable Receipts |
| Generating Duplicate or Corrected Receipts |
| Statements and Receipts |
| Using a Logo or Signature bitmap on your Receipts |
| Generating Bilingual Receipts |
| Generating U.S. Receipts |
| Generating Filtered Receipts |
| Handling Non-Receiptable Donations |
| Deleting Receipts |
| Emailing Receipts and Statements |
| PRINTING MAILING LABELS OR ENVELOPES |
| Receipt or Donor Mailing Labels |
| Receipt or Donor Envelopes |
| FILES USED BY THE PROGRAM |
| Files Used by the Program |
| The Data Directory for the Program |
| DATABASE MAINTENANCE |
| Database Maintenance and Backups |
| Making Data Backups |
| Restoring Backups |
| Emailing Backups |
| Restoring Emailed Backups |
| Restoring Old Backups |
| Validating Your Database |
| Deleting Old Data |
| Deleting All Data |
| Copying Missing Donors |
| Reassigning Envelope Numbers |
| Splitting Donors |
| Merging Duplicate Donors |
| Switching Databases |
| Viewing and Exporting Data with SQL Selects |
| REVISION HISTORY AND BUGS / FEATURES |
| Revision History - Latest Version |
| Revision History - Earlier Versions |
| Bugs / Features |
| TECHNICAL INFORMATION |
| Technical Information |
| Referential Integrity |
| HOW DO I? |
| How Do I? |
| Change the Donor of a Donation |
| Fix up Duplicate Donor Names |
| Move the Program from One Computer to Another |
| Transfer your Data between Computers |
| Determine what Version of DONATION I have |
© 2010 Dan Cooperstock