Revision History - Latest Version

•

Fixed a bug when making database backups in the Network Client version only (introduced, I think, in version 3.45d) where you first get an incorrect error message about the database file not existing, and then in the window for specifying the path to backup to, the backup path is shown with no filename component, and you thus have to type that in yourself.

•

When converting data from Membership Plus, a check was added to ignore completely empty Fund rows (which get converted to donation categories in DONATION). Previously they would have caused the conversion to halt. There could also be problems where there were donations in the Membership Plus database with no matching donor, again causing the conversion to halt. That was resolved by adding in a fake donor with a Business Name like "Missing Donor 123", to attach those donations to. (One fake donor is added for each internal donor number in Membership Plus that there were donations for, with no matching donor.)

•

Fixed a weird problem in reports such as Reports à One Date Donation à Details and Summary, which have a details section followed by a summary section. In that report, if it was more than one page long, and you used either the Filter or the Sort button, the summary section disappeared from the view on your screen. However, if you printed it, it was fine, and after printing, the summary section reappeared on your screen.

•	Added new options for users with a Receipt Style of "U.S.A." in the Maintenance à Receipt Options window, for whether donors receive "intangible religious benefits" for their donations, which then affects the wording on the receipts.

•	For mail-merge receipts for users with a Receipt Style of "U.S.A." in the Maintenance à Receipt Options window, there is a new mail-merge field available, ReligiousBenefits, which can be used to determine whether to include some variant wording in the receipts.

•

When converting data from Membership Plus, a check was added for there being donors ("members" in Membership Plus) with the same internal unique ID, which would prevent them from being imported into DONATION. As long as those duplicate donors have no contributions, the import will continue, just skipping the 2nd one.

•	When you pop up a calendar control for a date field, previously the only way to get rid of it without making a selection was by pressing ESC. Now you can get rid of it by clicking the same popup button again, or clicking back in the date field, or in most other places on the same window.

•	Fixed a problem during a re-installation, if you have configured your database to be located on a USB memory key, and the key containing your database has not been inserted into your computer. Now it will prompt you to do that before continuing the installation.

•

Made some changes to the program's License Agreement, and various places in both this Help file and the program's website, to clarify the following existing policies: Older versions of the program are never made available, so users whose paid support and upgrades eligibility period has expired need to pay an appropriate fee to download and re-install the current version of the program, unless they keep their own secure permanent copy of the installation program from before their upgrades eligibility period ended, which they can use instead. Also, renamed the "Full License" fee to the "Initial Purchase" fee, for clarity.

•	If you try to delete an existing donation on the program's main window by either changing the Amount to $0, or deleting the Amount, you are now given a message explaining how to delete donations, by using the Delete button. (For a full explanation, see Deleting a Donation.)

•

When converting data from Membership Plus, if negative dollar amounts are found in donations, they are now not imported because they are not allowed in DONATION. However a note about that specific skipped donation is put into the file of messages about the conversion that is shown to the user. Previously negative dollar amounts would cause the conversion to crash.

•

Fix a problem that can occur if the Default Category (set in the Donations tab of the Maintenance à Main Window Options window) is deleted, either directly in the Maintenance à Donation Categories window, or through the option to delete donors and categories that don't have any donations in the last two years, when you are changing to a new year for the first time.

•

Fix a problem with duplicate or corrected receipts when the "Receipt Style for" setting in Maintenance à Receipt Options is set to "Quebec (French only)" or "Quebec (bilingual French and English)", where the last letter of the receipt type printed on the receipts was being cut off. (For instance, "DUPLICATA REÇU / DUPLICATE RECEIP", missing the final "T", instead of "DUPLICATA REÇU / DUPLICATE RECEIPT".) Also, in the mail-merge version of those French or bilingual receipts, the English version of that receipt type was being put before the French version - corrected that to put the French first.

•	Fixed a bug when converting data from Membership Plus, which could cause the conversion to fail (with an error message about "violation of foreign key constraint") and possibly could cause the wrong donations to be associate with the wrong donors.

•

Fixed an error in Reports à Receipt à Envelopes, where it would not allow a receipt date to be entered that was after the last day of the current working year. So for instance if you had generated receipts for the year 2012 on January 1, 2013, you could not enter 01/01/2013 as required to selected the envelopes for the receipts created on that day.

•

Fixed a problem where if you are a Lite version user, and you use the Tools à Check for Updates window, and check the checkbox for "Update from free Lite version to full paid Standalone version", it might incorrectly only update you with the update installation program, instead of the full installation program. (That would omit installing some files needed by the Standalone version, including the sample template mail-merge letter and receipt files.) Also, to prevent this problem when using Tools à Check for Updates from versions prior to this version, changed the update installation program for the Standalone version to refuse to run when the program is currently a Lite version, and instead give you an option to go the website to download and install the full Standalone version.

•	Added the menu option Database à Import à From Viansoft Church Contribution System, which allows you to import donors and donations exported from that program, which is no longer available or supported.

•

Some users were getting a message "Unlicensed HTMLMessageBox" at the top of any message box from the program, because the program file that displayed the message boxes had not been updated by an upgrade when it should have been. The program now gives a message on startup if this unexpected situation is still a problem, with instructions to contact us for help resolving it.

•	In reports created with Reports à Custom Reports or Database à SQL Select, if the Grid display style was chosen and there were a large number of columns, the order of the columns in the resulting report could come out completely incorrect. That has been corrected.

•	In the Reports à Custom Reports window, added an option for Separate and Grand Totals to the two existing options at the bottom of the window, for Grand Totals and Separate Totals. (And renamed them to Grand Totals Only and Separate Totals Only.)

•

Fixed a tiny bug in the Maintenance à Donation Categories, Donor Category 1 and Donor Category 2 menu options, where a category value that is just "NR" shows as being non-receiptable, when in fact it is receiptable. (A category value has to start with "NR " or end with " NR", with the spaces as indicated, or be exactly "Non-Receiptable", in order to be non-receiptable.)

•	Fixed another case (in addition to the one fixed by version 3.45c) where there was a techie (but harmless) error message after doing Backup/Restore à Backup Database in the Standalone version.

•	Prevent a techie (but harmless) error message after doing Backup/Restore à Backup Database in the Standalone version, if you have never visited the Backup Frequency and Options window and clicked OK in it. (This error was introduced by version 3.45.)

•	Changed the Bank Deposit reports to add in a summary by Paid By (Cash / Cheque etc.). This includes both the report printed by the Print button on the Maintenance à Create Bank Deposit window, and Reports à Bank Deposit à One Deposit Details.

•	Added a new menu option Help à Training Videos on the Web, which goes to the Demos and Samples page on the program's web site. That page has both introductory and in-depth training videos on it that you can watch.

•

Three reports under Reports à Donor à Donation Info - the Sort by Name, Sort by Amount, and Sort by Member/Envelope # ones, gave as their headings "This Year" and "Last Year", without saying which years those were. That could be confusing if you were working on different years of data, or going back to previous years to run earlier reports etc. The headings have been changed to things like "2012 Total" and "2011 Total" etc.

•	Fixed a bug in the Network versions, where you could get a techie error message about "Row Changed between Retrieve and Update" on the SETTINGS table in the database, if two users were using a similar function at the same time.

•

Fixed two problems with entering only the month and date for a donation date on the main window, then tabbing out of the field to have it fill in the year. First, the date didn't get saved as the new default date, for the next donation to be entered. Second, if you were working in a previous year's data, the year that got added was the current calendar year, and you could actually save a transaction with that date, even though it was in the wrong year! (Now, whichever year you were working on is the year that gets added to the month and day you entered.)

•

If you click on the text "Find Name / #" below the Donor List, or the field to its right, you used to immediately be taken to the Help topic "Finding a Donor" to learn how to do that. Now, clicking on either of them instead displays a message briefly explaining how to find donors, and offering you an option to view that help topic.

•	Fixed a minor problem in the Database à Change Date of Donations window, where the popup calendar buttons were only slightly visible, and didn't work, and neither did the special keys for changing dates, like "T" for today, or "+" and "-" for increasing or decreasing a date by one day.

•	Changed the uninstaller to warn about not removing the novaPDF printer if you also have Software4Nonprofits ACCOUNTS installed, and similarly with removing the Firebird Server (for the Network Server version of DONATION).

•	Added a Reports à Bank Deposit sub-menu, containing Summary List (one row per bank deposit on this year's donations) and One Deposit Details (details and category totals for one date's bank deposit).

•

Addressed an unusual situation in the Bank Deposit entry window, where the Advantage Account field isn't displayed because you have chosen not to display the Eligible Amount field in the donation details area. But if you actually have donations that you retrieve that do have Eligible Amounts filled in, you will get a message about it, and that Advantage Account field, which is now needed, will be displayed for you.

•

Fixed a small subtle bug. If you selected a donation date with the calendar popup, then used the mouse to click into another field, that donation date didn't become the default donation date for further donation entry. If you instead Tabbed out to the next field, it did become the default date, as it should. Now either method works.

•

Added support for bank deposits, including setting up for them with the new Maintenance à Configure Bank Deposits menu option, and creating individual bank deposits with the new Maintenance à Create Bank Deposit menu option. As well as being able to print out a report with all details of each bank deposit, you can export a transaction for the bank deposit for importing into either Software4Nonprofits ACCOUNTS, or Intuit QuickBooks.

•	Added Reports à Category à Accounting Accounts, which is only visible if you have configured bank deposits. It shows the correspondence you have set up between donation categories and accounts in your accounting program.

•

When you go to Maintenance à Email Sending Configuration, or Backup/Restore à Email Backup for the first time, when you have not previously configured your email settings, the program will take them from the Email Sending Configuration in the Software4Nonprofits ACCOUNTS program, if that program is also installed.

•

Removed various wording in the Help that suggested that charities in the U.S.A. aren't required to give receipts for under $250, because the donor can use their canceled cheque as their receipt. (I understand that is no longer the case, and that donors need receipts for all donations they wish to claim on their taxes.)

•

Fixed a problem in relation to using the button to pop up the calendar control for the donation date on the main window. If you clicked the button and changed the date in the calendar window, if that was the only change on the row, and you didn't tab out of the field, the Save button didn't become enabled, to save that change.

•

When restoring backups, the program has always saved the previous version of the database you are restoring on top of as that database name with ".PREVIOUS" added. That previous version is now stored in a Temp subdirectory under the database's directory, rather than in the database's directory as it previously did.

•	Removed a misleading message when you change your Internet Backup password, suggesting that you need to use the Setup Storage button in the Backup Frequency and Options window to change it back. (You don't.)

•	Made Reports à Donor à Potential Duplicates slightly narrower, in response to a report from one user that it was putting blank pages between each page. (Being a tiny bit too wide is the usual cause of that.)

•	Fixed an error in the installation program for all new installations (Standalone, Lite or Network Server) where it failed to create the initial empty database file, and thus the program got an error message about "Unavailable database" on startup, and would not start.

•	Fixed a bug on the initial startup of the program, after entering your Organization Info, you get a message about "Null object reference in line 34 of w_category". That causes the program to exit, but it works fine when you restart it.

•

Replaced the popup calendar that is available for data entry of dates with a new version, which works slightly better, and changed to pop it up with a calendar button, rather than a drop-down arrow. Unlike the previous version, this new calendar cannot be closed without making a selection by clicking on that button again - press ESC to do that.

•	Put in some code to try to help a situation where a user with dual monitors could not run the program, because it incorrectly reported that their screen dimensions were not set to at least 800 x 600 (the minimum at which DONATION will work properly).

•	Put in some code into the Network Server version installer to try to ensure that the Firebird database server definitely gets installed in cases where the system is confused about whether it is installed already.

•	Put in a check that you are not trying to use your Unique ID for Internet Backups (or an initial part of it) as your password for Internet Backups, which should be something you make up that is completely different.

•	Fixed a tiny annoyance: if you used Ctrl+F (rather than the documented option Alt+F) for Find Donor in the One Date Batch Entry window, it worked, but it also beeped. Now it no longer beeps.

•	Fixed a bug that while you could save a value including a slash (such as "Debit/Credit") in the Maintenance à Donation Paid By Values window, only the part prior to the slash would show up in the Cheque # / Paid By field on the main window or the One Date Batch Entry window.

•

Fixed another bug with that same window: If you accidentally choose the wrong selection between Canada and the USA when you first setup your DONATION database, and then make changes in this window, and only after that fix the the wrong country selection via Maintenance à Receipt Options, the wrong spelling of Check vs. Cheque will be "locked in" and unable to be changed. (Now the program fixes that automatically.)

•

This version uses a new ODBC driver, which is the software that interfaces between the program itself and the Firebird database that it uses. This change will be largely invisible to users, with a couple of exceptions, as follows. (1) If you run memorized Custom Reports, that were memorized with a prior version, their column headings may now include a database table name where they didn't do so before, such as a heading "Donor Name" instead of just "Name". If it is import to you to fix this, please contact us for details on how to do so. (2) Also when re-running prior memorized Custom Reports, if they were saved with Filter or Sort criteria, those may no longer be valid, and you may receive a message telling you that you need to re-create the Filter or Sort and then re-memorize the report.

•

Added a new report, Reports à Donor à Actual Duplicates. It is similar to the Potential Duplicates report in the same sub-menu, but only shows duplicates where the name is exactly the same (though possibly with different capitalization). The Potential Duplicates report also shows names that sound alike, which may identify some names entered twice, with typos in one of the names.

•

On the main window when you are entering or editing donations, and on the One Date Batch Entry window, the drop-down list for the donation Category now has an additional entry "<Add New>". Selecting that entry brings up the Maintenance à Donation Categories window, already set up to add a new category. If you add one and close the window, that new one becomes the category for the current donation row.

•

On the main window when you are entering or editing donors, the drop-down lists for the donor Category 1 and Category 2 fields now each have an additional entry "<Add New>". Selecting that entry brings up the Maintenance à Donor Category 1 or Donor Category 2 window, already set up to add a new category. If you add one and close the window, that new one becomes the corresponding category for the current donor.

•

Changed the Maintenance à Organization Info window, so that when it is automatically shown to you the first time you initialize the information for a new organization, you can fill in a new Receipt Style For field, which could previously only be edited on the Maintenance à Receipt Options window. This means that you don't have to visit that Receipt Options window during your initialization for the organization. (On subsequent visits to the Organization Info window, the Receipt Style For field can be viewed but not edited - you still edit it with the Receipt Options window.)

•	If you try to delete a donor or donation category and you can't because there are donors or donations already with that category selected for them, you now get a more informative message about what you can do about that.

•

Fixed a bug in the Database à Import à Donors window, where if you get an error about not being able to import Category1 or Category2 fields because you haven't set up any of those those values, you can't try the import again without first exiting the program. (If you do try it again, you get an error message about not being able to open certain files.)

•	Fixed a bug where Reports à Donor à Potential Duplicates could crash the program with the error message "Malformed String" if there were names in the database whose first character was an accented character, such as "ÉLISE".

•	Fixed a bug that caused the program to crash after downloading an extra needed component, if you were converting data from Membership Plus version 8 or higher, during the program's first startup.

A number of features were added for handling reporting for organizations with fiscal years different from the calendar year:

•	You can set up your fiscal year's start date in the Maintenance à Organization Info window. (This defaults to January 1 if you don't change it, meaning the fiscal year is the same as the calendar year, and thus other fiscal year features are not available.)

•	Added a new Reports à Fiscal Year sub-menu, with 7 new reports on it. If your fiscal year is the same as the calendar year, trying to use these reports just gives a message explaining that they are not relevant.

•	Added support for new :FISCAL_START_DATE and :FISCAL_END_DATE arguments in the Database à SQL Select window. (They are used by Custom Reports, when you choose to use a fiscal year selection.)

•	Added support for pledges being on a fiscal year basis (specified in the Pledges tab of the Maintenance à Main Window Options window). This affects Pledge information mail merge letters, pledge reports, and Custom Reports including pledge fields.

•

Improved all four reports under the Reports à Donor à Donation Info sub-menu to no longer exclude donors from the report that were present in prior years, who have been deleted from (or never copied forward to) the current year. Made a similar fix to Reports à Donor à Old Donors, so that it includes all donors from both this year and last year that have not donated in either year, but did donate in earlier years. Similarly, in the Reports à Custom Reports window, if you do a multi-year report for just the prior and current working years in the program, it will no longer exclude donors present in last year's donor list but absent from this year's list.

•

The reporting changes in the previous point make the use of the Database à Copy Missing Donors à From previous year to current year menu option less necessary, because it was often used to fix the fact that those reports were missing donors from the previous year that weren't also in the current year.

•

Fixed a bug when mail-merging receipts or letters, where sometimes the page breaks between successive donors' letters or receipts were ignored, due to a bug in Internet Explorer's handling of page breaks. (This mostly happened with longer merge documents, for instance if you added a letter before or after the mail-merge receipt.)

•	In the mail merge editor, added two new menu options, Insert à Logo Image and Insert à Signature Image, for inserting those images, which you specified using the window accessed via the Select Logo and Signature Images button on the Maintenance à Receipt Options window.

•

In the window accessed via the Select Logo and Signature Images button on the Maintenance à Receipt Options window, if you click the Browse button, it was defaulting to show only files matching *.bmp, which could make you think you could not use GIF or JPEG files (you could). Now it shows all files by default.

•

If you click the Memorize button on the reports-viewing window, and it is for a standard built-in report (not a Custom Report or one created with Database à SQL Select), and you not have modified the report in any way with the Sort, Filter, or Load SQL button, you will be given a message and not allowed to save the report. That is because there is no point saving standard reports, which you can always run from the regular Reports menu options, the same way you ran it the first time!

•	Fixed a problem when converting data from Wincrafters Church Assistant, where if there were completely empty categories in the data (no number or name), they would be imported as "Category #0", and generated one warning message for each such empty category.

•	Added a properly worded error message if you made an unacceptable entry in the Annual Pledge field for the donor (e.g. if you entered it with a dollar sign, which is not allowed). Somehow that had been left with only an uninformative techie error message.

•	If you choose not to show the Annual Pledge field in the Donor tab of the Maintenance à Main Window Options window, the Pledges sub-menu on the Reports menu and the Report Browser are now both hidden, because they will not be of interest.

•	Fixed a bug in Reports à Donation à Summary by Paid By, where if you selected a date range to report on that was not the entire year, the "Total Distinct Donors across all Paid By values" number at the bottom of the report was incorrect (it was for the entire year).

•	If you are installing a new license key, and you get a message that it is rejected because it does not match your Organization Name, that message is now clearer, explaining that you may need to request an updated license key to match any change you have made to your Organization Name.

•

Fixed a bug, where if you are a Canadian user and you checked the "Use different receipts for Gifts in Kind / Non-Cash Gifts" checkbox in the Maintenance à Receipt Options window, that setting worked until you exited the program. When you restarted the program the next time, however, that setting would have disappeared, and you would have had to set it again if you needed it.

•	You are now prevented from emailing receipts if no signature file has been specified in Maintenance à Receipt Options. (If you were allowed to do that, you would end up sending out unsigned receipts!)

•

Fixed two potential problems with Internet Backups, if you used the same Unique ID for multiple DONATION databases that you switch between on the same computer. In that case, first of all only the latest three backups for any database would be saved - not the latest three backups for each, as was intended. Also, when doing an Internet Restore, you would be prompted with a list of your Internet backups of all of your databases, and you could erroneously select a backup of the wrong database to restore.

•	Fixed a problem in the Membership Plus conversion, where if there were Family names with no associated Individual, the Family name got put into the Business Name field in DONATION instead of being split up into a First Name and Last Name field, at an appropriate space.

•

The check for a strong passwords in Internet backups and restores and email backups had a bug. It was checking that your password included at least three of the four types: capital letters, small letters, digits, and symbols. But the checking was wrong, and it counted capital and small letters as only one type, thus giving incorrect messages about a password such as Azzz4321, which did contain three types, being not strong enough. That is now fixed.

•

There are new functions for making secure Internet Backups and Restores, which first have to be configured via new options on the Backup/Restore à Backup Frequency and Options window. The first time you make a normal backup after installing or upgrading to this version, you will be asked whether you wish to follow each normal backup with an Internet backup, and if you answer Yes, be sent to the window where you can configure that.

•	Internet backups and restores, and email backups, now check whether the password you are using is a strong password. For Internet backups and restores, you are not allowed to use a weak password. For email backups, it is recommended that you not do so.

•

In the Backup/Restore à Backup Frequency and Options window, you will now be asked to confirm if you change the frequency of backup reminders to "Never", with a warning that if you do not have an alternate backup method setup, this risks you forgetting to make backups, and losing your data if your hard drive dies.

•	Added Reports à Donation à Summary by Dollar Ranges, that shows the counts, dollar totals and percentages of donor's total donations amounts within various dollar ranges, for the current and previous years.

•	In the window for sending emails for Email Backups, Emails to a Donor, or emailing reports saved to files, there are now checkbox options to Cc: or Bcc: the same email to your own From Email address.

•

In both the installation program, and in certain places in the program, you will now be prompted with an option to turn off the unhelpful Windows default setting "Hide extensions for known file types", which causes program files like DONATION.EXE to be displayed as just "DONATION", database files like DONATION4.DB to be displayed as just "DONATION4", etc.

•	Changed all dialog boxes prompting for a file to open or save to be new-style dialog boxes, and to have a Help button that displays appropriate help for whatever feature that dialog box is being used for (such as saving or restoring backup files etc.).

•	When you start the program after an update from a previous version, you will now be given an option to read the Revision History help page, to see what changes were made in your new version.

•

Windows displayed when files are being downloaded (e.g. when downloading an update in the Help à Check for Updates window) now show a progress indicator, so you can see how close to finished they are. (This is possible because a new powerful 3rd-party control is now being used for most Internet access done by the program.)

•

Fixed a few oversights for users using the Limited User Password: They can now no longer see Reports à Memorized Reports or Reports à One Date Donation à Details with Description, because both could show names. They can no longer use anything on the Backup/Restore menu except for Backup Database, because it does not seem appropriate for them to be the ones deciding to restore a backup. They can no longer see File à Send Email because that does not seem appropriate. They can no longer see File à Edit Comments, unless they are allowed to add new donors, and then only when they are adding a new donor.

•	In the Maintenance à Organization Info window, if you enter an Organization Name 2 but your Receipt Style in the Maintenance à Receipt Options window is not set to one of the options for Quebec, you are now warned that that second Organization Name will not be printed on the receipts.

•

For users with @earthlink.net email addresses, who are using the first window of Maintenance à Email Sending Configuration and basing the configuration just on their email address, rather than the settings in an existing email program, DONATION was suggesting the wrong SMTP server (smtp.earthlink.net). That has now been corrected to use smtpauth.earthlink.net.

•

Fixed a problem where you got a techie error message if you tried to add a 2nd donation or donor category with the same name as an existing one, in the Maintenance à Donation Categories menu option or the Maintenance à Donor Category 1 or Donor Category 2 menu option. Now you get a nicer error message.

•

Fixed an obscure bug in the Database à Import à Donors window, where if data fields to be imported contained just one or more spaces, they were imported that way, rather than as empty. (This particularly caused a problem for the Business Name field, because if it contains spaces, just those spaces are displayed, invisibly, as the name in the Donor List.)

•	Fixed a problem where if you had named a database backup file with the file extension ".gbk", in lower case, rather than the default uppercase ".GBK" suggested by the program, and then double-clicked on that file, DONATION would not prompt you to restore it when it opened, as it is supposed to do.

•	Fixed a bug in the built-in receipts for the Receipt Styles for "Quebec (French only)", and "Quebec (bilingual)", where if only the Organization Name and not Organization Name 2 is filled in, in Maintenance à Organization Info, the organization name does not display on the receipts.

The following changes were made to help prevent problems where a few users have restored a backup containing only data older than the data in their current database, not realized it, and gone on with data entry. That caused gaps in their data, because they lost the newer data that was in the database before they did the restore.

•

Database backups made with the Backup/Restore à Backup Database menu option or the Backup/Restore à Email Backup menu option now have the date added to their filenames, for instance DONATION-2011-12-31.DB.GBK for a regular backup made on December 31, 2011. For multiple backups made on the same date, a sequence number is also added to the filename.

•

Database restores done with the Backup/Restore à Restore Database menu option, the Backup/Restore à Restore Emailed Backup menu option, or the Backup/Restore à Restore Non-Backup Database menu option now all check that the data in the database being restored is not older than the data in your current database. If it is older (which means that you will lose some recent data by doing the restore!) you are warned about this, and asked whether you still wish to proceed.

•

The Backup/Restore à Backup Reminder Frequency menu option has been renamed to Backup Frequency and Options. The window that comes up for it now also includes options for whether to retain all backups made in a given drive or directory, or to only retain a specific number of the latest backups made in a given drive or directory. (This is helpful because with the new naming of backups that includes the date, multiple backups will tend to accumulate in your backup drive/directory.)

•

Sometimes the program would prompt you about having to check which country you were working in, in order to confirm the correct receipt style to use, when it did not have to do so, e.g. when you had moved the program to another computer and restored a database backup. Now it only prompts you about that when it really does need to do so, because you are setting the program up for the first time.

•

A number of reports, which are supposed to be in the portrait orientation (rather than landscape), could have come out in landscape instead if the user's printer was set to default to landscape. They have been changed, to force them to use portrait orientation, so that they will print as they were designed.

•	Fixed a problem where clicking the Submit button in the Submit Registration Information window (accessed via Tools à Register Online, or from the startup prompt asking whether you have registered) could crash DONATION, giving the "This program has stopped working" message.

•

Made slight alterations to the windows for sending an email to request a license key, or to request an evaluation extension, to separate out the un-editable part of the request from an optional comments section (for a license key request) or a required reason for the request (for an evaluation extension).

•	Put the Load SQL button back onto the reports-viewing window, for use in unusual circumstances. (Its features, and that of the Save SQL button that was not put back on, were mostly replaced by the Memorized Reports feature added in version 3.38, at which time those two buttons were removed.)

•	Fixed a problem where the organization name printed on the built-in receipts could have some characters at the end cut off, because the font size was too large, especially when the organization name is all capital letters.

•	Fixed a problem in the Membership Plus conversion, where if there were certain inconsistencies in the donation data (which Membership Plus splits between several database tables) the conversion would fail.

•	Addressed another problem when converting data from Wincrafters Church Assistant, where there could have been duplicated donations in its data due to a bug in Church Assistant. In that case, the conversion process prompts with an option to delete those duplicated donations.

•

Addressed another problem in that conversion from Wincrafters Church Assistant, where the donation data in Church Assistant, which should have all been for the current year, contained some data in another year. In that case, the conversion process prompts with an option to convert it to the current year.

•	The Find Donor window now allows you to find by phone number or address, as well as by name or member/envelope number as it previously did. It also allows you to find by a combination of any of those four fields.

•	In the One Date Batch Entry window, added a popup tooltip, when you hover your mouse over the Name field for a donor, that displays the donor's phone number and address, if they have been filled in.

•	Renamed the Tools à Register by Email menu option to Register Online, and changed it so that it forwards the information on your window to the REGISTER page on the Software4Nonprofits.com web site, which you can then review and Submit there.

•

If you try to delete a donor that has donations, you have always received an error message saying that is not allowed. That error message has been expanded, to explain how to delete it, by first deleting the donations and then the donor, or by using the Database à Merge Duplicate Donors menu option.

•

When entering donation dates on the main window, you can now enter only the month and day parts, and leave off the year - the program will fill in the year for you. For instance, if your date format is MM/dd/yyyy, and you enter 1/31 when you are working on the 2011 year, it will replace it with 1/31/2011 when you press Tab or click out of the field.

•	Fixed a bug that prevented users making Evaluation Extension requests from putting in a reason for the request, because the field that contained the request and the prompt for the reason was not editable.

•

Added two new reports under Reports à One Date Donation: Details with Description, and Details with Mbr/Env # and Description. These are like the corresponding existing Details reports except for the addition of the donation description field (which requires them to then be printed in landscape mode, in order to have enough room for all of the fields).

•	Added a new report under Reports à Donation à All Donations: Sort by Date, with Description. This is just like the Sort by Date report except for the addition of the donation description field.

•	Fixed a bug introduced by a change in version 3.38, where when you try to use the Email/Print button on statement reports or built-in receipts, the "Printing to PDF File" window would appear but would never close, so the emailing didn't work.

•	Fixed another bug introduced by a change in version 3.38, where if that version was the first version that was ever installed on your computer, saving reports to PDF files and emailing reports, receipts, or letters, would not work properly.

•	In the Save As window for reports, the option of displaying a report saved as tab-separated text in Excel was removed, because Excel wasn't opening-separated text files properly – it was cramming most of the columns together into Excel's first column.

•	Introduced memorized reports (not available in the Lite version), which allow you to memorize either built-in reports, with custom Sorts and Filters, or Custom Reports (or SQL Selects). You can then re-run them later with Reports à Memorized Reports.

•	Fixed a longstanding annoyance when saving reports or built-in receipts to PDF files (or emailing them, which also saves them to PDF), that you had to run DONATION as Administrator on some versions of Windows. That is no longer a problem - you can run DONATION normally, and all PDFs work.

•	Changed Reports à Receipt à All Receipts, so that if you are displaying the Eligible Amount field in the Donation Details area (as determined on the Donations tab of Maintenance à Main Window Options), both the Total Amount and the Eligible Amount of each receipt appear on that report.

•

Fixed a bug which could happen when you email any mail-merge letters or receipts created with Letters à Mass Mailing, but only occurred if you have Internet Explorer version 9 installed on your computer. The bug was that the email merges would fail, with a message to the effect of "The mail merge was apparently not completed successfully for sending the email to the email address ... because the contents of the «Name» field were not found in the merged document", or "Null object reference at line 11 in function of_get_body_html of object u_web_browser".

•	Fixed another bug where you would get that same message, and email merges would fail, in the unexpected situation where your template document being merged didn't contain the «Name» field.

•

Included a newer version of the novaPDF printer driver, so it will be re-installed with any full install of DONATION (though not with an update, through Help à Check for Updates). There are no important new features in this, so it is not a concern that novaPDF is not updated by an update to the program.

•	Fixed two problems in the Membership Plus conversion. First, it would not convert if the first line of the organization address was missing. Second, it was not correctly detecting duplicate donation category names, which are possible in Membership Plus, or correctly fixing them.

•	Fixed a problem when converting data from Wincrafters Church Assistant, where a blank donation category could be imported from it into DONATION, if it was present in the Church Assistant data.

•

Fixed a bug where the «DetailsTable» mail merge field could not be retrieved for Pledge letters, when your short date format was DD/MM/YYYY, rather than the more common MM/DD/YYYY. (This bug does not occur with the standard Simple Annual Pledge type, only the newer Annual with Start Date and Category or Multi-Year pledge types.)

•	Fixed a problem that occurs only for users whose first install of DONATION on their current computer was version 3.37c, where after you add a new donor, if you switch away from it on the Donor List then come back to it, its details don't appear in the Donor Details area on the right.

•	Put in protection against an unlikely but possible problem when converting data from the program The Church Assistant from Wincrafters, where you could end up apparently working in the year 0!

•	Fixed some bugs in Membership Plus conversions, when there is odd or too-long data in Membership Plus. Also, added a question in that conversion, asking whether to skip importing members (donors) that had no donations in the last two years of data.

•	Fixed a bug introduced by version 3.35, where both Current Donation Information and Total Donations Information mail merges would fail, if your Short Date format set in Control Panel's Regional and Language Options tool was dd/MM/yyyy.

•	Fixed a bug introduced by version 3.35, where if you run the Current Donor report under DONATION REPORTS in Reports à Report Browser, it crashes the program. (Running it from the menu option Reports à Donation à Current Donor still worked.)

•	Added a new Pledges tab to Maintenance à Main Window Options, which allows for more complex single-year pledging (with a start date and a pledge category) or multi-year pledging (with a start date, number of years, pledge category, schedule of year-by-year pledge amounts etc.).

•	Added five new reports to the Reports à Pledge sub-menu, which appear only if the new pledging type is set to Multi-Year. Also added a new report, Reports à Pledge à Current Donor Details, for all pledging types.

•	Added an option in both the Receipt à Current Donor Duplicate/Corrected and Receipt à Duplicate/Corrected Receipt by Number menu options, to not change the receipt status to Duplicate or Corrected. This option is to be used only if the original receipt has not been sent to the donor.

•	Added a new menu option, Database à Delete Latest Year, for deleting the latest year of data in the database, if you have created it in error, and haven't yet entered any donations or created any receipts in that year.

•

Fixed a bug where a logo or signature file that is an invalid graphics file (or perhaps in some cases that is missing) can cause the program to crash when clicking the "Select Logo and Signature Images" button in Maintenance à Receipt Options or when doing certain actions in the window that comes up.

•	Logo and signature images set on any of the computers in a network setup of DONATION (network server or network client) will automatically be picked up and used by all of the other computers in the network setup, the next time DONATION is started on those other computers.

•

Changed reports, so that if you both Sort them and Filter them, the description of the Filter is added to the header of the report, rather than the description of the Sort. (I decided it was more important to know how the report's data had been restricted than how the report had been re-sorted, which is probably more directly obvious anyways.)

•

Fixed the Help topic on Importing Donations, to state that the Description field has a limit of 50 characters (it was shown as having no limit). In addition, fixed the program to correctly enforce that limit. (Previously the program incorrectly thought the limit was 80 characters, and for lengths in between 50 and 80, would give a techie error message and quit the import attempt.)

•	When you are either Importing Donors or Importing Donations, fixed a very small problem where text fields being imported that had quotation marks in them, which had been exported from Excel or other programs, might end up with those quotation marks being doubled in some circumstances.

•

Fixed a problem where DONATION would not install on Windows XP Home edition (which fortunately very few users have!). The problem was that Windows XP Home normally cannot create folders under C:\Documents and Settings\All Users\Documents, where DONATION usually puts the Data Directory under Windows XP. When this problem occurs, DONATION will now instead put the Data Directory under C:\Documents and Settings\YourName\Application Data.

•	Fixed a small bug in the Database à Copy Missing Donors menu options, where if a donor being copied from one year to another had an email address, that email address was omitted in the copied record in the other year.

•

Fixed a small bug in the Letters à Mass Mailing menu option, that only appeared if you were using the option to export the merge data to a file instead of doing the merge in DONATION. In that case, if you were doing an Individual Donation information merge, any Appraiser Name and Appraiser Address would not be exported. And if you were doing a Gift in Kind Receipt information merge, any Donation Description, Appraiser Name and Appraiser Address would not be exported.

•	The empty database used by new users delivered with version 3.34 was missing some new pledge-related fields in the Donor table, and as a result new Donors could not be created and saved in the database. That is now fixed.

•	Fixed a bug when using the Email/Print function to email receipts or statements to donors, where if a PDF print failed, it could send a previously created PDF receipt or statement, for a different donor, to the donor.

•

When emailing receipts or statements, if you have selected "Email receipts only to yourself, for testing" in the Maintenance à Receipt Options window, the Name it is apparently sent to is now the donor's name, not your name, but it is still sent to your email address. (That can help you confirm that the right attached receipt or statement would be sent to the right donor, when doing this testing.)

•	Added Reports à Donation à Summary by Date and Category, which gives a summary by category of all donations, for each date in the current year in which there were donations. This might be used to help reconcile with your accounting program.

•	Created a new Reports à Pledge sub-menu. Moved Reports à Donor à Donation Info à Totals and Pledges by Name to this new sub-menu, and renamed it to Current Year Pledges and Totals. (This is in anticipation of upcoming enhancements to pledging, which will introduce further pledge-related reports.)

•

Fixed a problem where if the novaPDF printer is not installed properly, or the installation has become damaged in some way, when you go to print a report to your regular printer, you could get the error message "Error at line 11 in wf_license_pdf event of nvo_pdf_control", and the report would not print.

•	Fixed a bug in the Maintenance à Donor Category 1 and Donor Category 2 menu options, where a category value of "NR" alone would show as non-receiptable in this window, even though it wouldn't actually be treated that way for donors assigned that category value, when creating receipts.

•

Fixed a bug where when the program reloads a new database, for instance after restoring a database backup, or switching databases, it didn't properly reload the per-database settings visible in the Tools à View Saved Settings window, under the "Current Database settings stored in the Database" heading. Instead, it just stuck with the settings from the prior database you were in. An example of a problem this could cause is with the Starting Receipt Number from the Maintenance à Receipt Options window, which you might have had different values for in different database.

•	Update the detection of Microsoft Word to work with Word XP (2002), so that the "Edit in Microsoft Word" option appears in the mail-merge editor. Make a similar change for detecting the availability of Excel XP (2002), e.g. for editing files saved from the Save As button in reports.

•	In the Letters à Mass Mailing menu option, if you choose the option to just export the data to a file instead of doing the mail merge, and if you have Excel installed, you will now be given an option to open the exported file in Excel.

•

The installation program, when it was upgrading an existing installation, previously deleted the desktop icon for DONATION before the install, and recreated it after the install. In the unusual cases where there was an error during the install, this could leave you with no icon so you couldn't run the program easily. Now, it doesn't delete the icon until after a successful install, so this problem should not be able to occur.

•

When you use the Maintenance à Email Sending Configuration menu option, if you are trying to configure it based on an verizon.net email address, it now gives you an option to go to Verizon's web page to determine the correct settings. (There are multiple options under Verizon, and there is no way for DONATION to detect the correct one for you.)

•	When you use the Help à Check for Updates menu option, if for some reason it can't run the downloaded installation file, it now gives you detailed instructions on how to run it yourself.

•	When using the Email/Print action for emailing statements or receipts, if a donor in the middle of the batch to be emailed has an invalid email address that causes an error, give an option to continue on with the next one regardless. (Previously it would always stop after an error.)

•

In both the Letters à One Letter menu option and the Letters à Mass Mailing menu option, when the document file (template) field is not editable because you selected "use standard filenames", you can now click into it and move through it to see the start and end if it is a long pathname. And it will always by default be shown scrolled to its end, so you can see the filename part.

•	When printing envelopes for donors or receipts, change the margins from 0.25" to 0.5", in the hopes that it will fix a problem some users have where after every envelope, it prints a blank one.

•	In both the Database à Import Donors menu option and the Database à Import Donations menu option, allow Excel files (.xls or .xlsx) to be imported, as well as the tab-separated text files that were previously the only option.

•

Fixed a minor and subtle bug that only affects users in the USA, running either Reports à Donation à Summary by Paid By or Reports à One Date Donation à Summary. If you had one or more donors with actual check numbers entered into the Check # / Paid By field for their donations, and one or more other donors with "Check" entered into that field, then in the summaries by Paid By in those reports, there would be two lines for "Check", rather than the expected one line.

•

In the Database à Import Donations menu option, added checkbox options to adjust the dates in the file to be imported to all be in either the current month or the previous month. That way, if you are using this to import recurring monthly donations, you don't have to edit the file and adjust the dates each time.

•	Fixed a bug introduced by version 3.33b, where using the Email/Print button to email a built-in receipt or statement report would cause an error message (although the email actually worked).

•	You can now double-click on backup files (e.g. DONATION4.DB.GBK) or emailed backup files (e.g. DONATION4.DB.S4B), and if DONATION isn't open, DONATION will start and you will be prompted to restore that backup.

•	Completely replaced the features of the Save As button on the report-viewing window. It now brings up a new window with clearer choices, and some new options like displaying your saved file in an appropriate program (such as Excel) after saving it, and sending it by email to someone.

•	Added information in the Network Versions of DONATION help page, explaining how they can also be used over the Internet (e.g. with the Network Server version of DONATION on a computer in your office, and the Network Client version at home).

•	Added a new help page on Multiple User Options for DONATION, listing three options: multiple Standalone or Lite installs (copying the database around), Network Versions, or remote access.

•

Added a question if you use Receipt à All Donors prior to the year-end, asking whether you really want to do that, since usually that menu option is only used once per year (if at all), after the year end. The same is done with Receipt à Filtered Donors, if the only filter criterion is on the donation amount. (Other filtered receipt options might reasonably be used prior to the year-end, for special campaigns.)

•

If you close a receipt-viewing window that is displaying newly-created receipts, without printing, emailing or saving the receipt(s) to a PDF file, previously the program would ask you whether you wanted to save the receipts to the database anyways. This is no longer asked, and the receipts are now never saved to the database in this case. (Answering Yes to save the receipts to the database was almost always an error, and caused many tech support problems!)

•	Made a small improvement in the installation programs, when you are upgrading an existing installation. Previously, if you had manually updated your desktop icon for DONATION to have a shortcut key to start it, whenever you upgraded that shortcut key would get lost. Now it is retained.

•

Added two new reports under Reports à One Date Donation: Details and Summary, and Details with Member/Envelope # and Summary. Each combine the respective Details report with the summary by category part of the Summary report, on one page if they both fit. (The three previously-existing individual Details or Summary reports are also all still available.)

•

In Reports à One Date Donation à Details and Details with Member/Envelope #, added a "Switch to Summary Report" button at the bottom. In Reports à One Date Donation à Summary, added a "Switch to Details Report" button at the bottom. These buttons switch between these sets of reports. ("Switch to Details Report" switches to Details with Member/Envelope # if you have selected to show the Member/Envelope # field in the Donor Details tab of the Maintenance à Main Window Options window, and to just Details if you are not showing the Member/Envelope # field.)

•	Fixed a bug in the Standalone version full installation program (doninst.exe) that in very unusual circumstances would give an incorrect error message that you were trying to upgrade from a version prior to version 2.30, and not let you continue the installation.

•

Fixed a bug where you are backing up to a USB memory key that has insufficient free disk space to hold the backup, and it says the backup was successful, but in fact it wasn't. (Fortunately given the capacity of USB memory keys, and the usually very small size of DONATION database backups, this would have been a very unusual occurrence!)

•

Fixed a problem in Help à Check for Updates, that seemed to only happen on Windows 7 (or perhaps only on 64-bit computers, or both). After it prompted that it needed to exit the program before starting a downloaded update installer, you would get an error message saying that it could not start the installer. Unfortunately, this fix may only take effect on the upgrade after this one, because the fix is in the program, not the installer, and thus you need to have a fixed program before the problem goes away!

•	Added a menu option, Help à Move DONATION to Another Computer, which takes you to the help topic Move the Program from One Computer to Another. (This is the most common technical support question I receive!)

•	Added the menu option Backup/Restore à Restore Non-Backup Database, for the unusual case when you need to restore an actual copy of the database file (usually named DONATION4.DB) rather than a database backup (usually name DONATION4.DB.GBK).

•

If you have multiple databases (created with the Database à Switch Databases menu option), after you create any backup it will remind you that you need to back up your other database(s) independently, by switching to them and backing them up. (A backup only backs up the database you are currently in.)

•	In the Help page on Using a Logo and Signature Bitmap on your Receipts, added a section on how to get inexpensive help editing your logo and signature bitmaps, if you are not able to do so yourself.

•

Added a trick in the Email Sending Configuration windows: if you set the SMTP Sever in the 2nd window to "NONE" (without the quotes) and click OK, then when you go back that menu option again, it will take you back to the 1st window, for the program to infer your settings from either your default email program or your email address.

•	Fixed a bug in the Database à Import Donors menu option, where if the file to be imported contains quoted fields that are the maximum field length (e.g. 30-character First or Last Name fields), the names would be truncated because the quotes were being counted as part of the length.

•	Fixed issues in both the Database à Import Donors menu option and the Database à Import Donations menu option, where if you had saved the file to be imported from Excel, and Excel was still open, those windows could fail to open the import file.

•	Fixed a bug where if the First or Last Name fields were filled in to their maximum length (30), and contained accented characters, the Donor List would stop loading correctly on subsequent runs of DONATION, with an error message.

•

Fixed something more fully, that was supposed to be fixed in version 3.31 but the fix only sometimes worked: In some versions of Windows, some PDF printing of reports and built-in receipts may not work unless you run DONATION as an Administrator. If a PDF print fails, you may be given a message to exit DONATION and re-run it as an Administrator, to resolve this problem.

•

Fixed a bug when using the Email/Print button in receipts, where it could give you an erroneous error message that it couldn't create the Report.pdf file, even though it actually created the Receipt.pdf file it was supposed to create successfully. (It still sent the email with the correct Receipt.pdf file attached successfully, despite the error message.)

•	Fixed a bug in the installation program for the Network Server version, that caused it to fail to install an empty database on a first installation, as a result of which you could not use the program after the install.

•	In the Network Server version of DONATION only, added the Tools à Network Client Information menu option, which displays the information needed to successfully install the Network Client version of DONATION on other computers in your network.

•

Changed the saving to PDF files so that it doesn't encrypt/protect the PDF file from modification unless it is a receipt or is a statement being emailed to donors. (Previously all PDF files created by DONATION were encrypted.) This may solve a problem that a few users are having where PDF printing doesn't work.

•	The program now uses a new version of the novaPDF PDF-printing software (version 7.1 instead of version 5.5), which also may solve a problem that a few users are having where PDF printing doesn't work.

•

In some versions of Windows, some PDF printing of reports and built-in receipts may not work unless you run DONATION as an Administrator. If a PDF print fails, you may be given a message to exit DONATION and re-run it as an Administrator, to resolve this problem. Another option (that does not require running DONATION as an Administrator) is to select to Print the report or receipt(s), selecting the "novaPDF v7 for DONATION" printer to print to.

•	Fixed a bug, where if you logged in to DONATION using the Limited User Password, and you backed up the database, you received an error message after that, and the program exited. (You could start it again after that, and the backup was successful.)

•	Now if you are using the Limited User Password, you can no longer use the Database à Switch Databases menu option. (It could cause complicated problems, that would have been hard to fix, and seems very unlikely to be required by limited users.)

•	Made a small fix that may prevent a crash during mail merges that one user was experiencing, with the message "Null object reference at line 3 in function of_focus of object u_web_browser".

•

Fixed a bug where you use Maintenance à Change Year à Previous Year, and the default date for new donations stays as the last date used in the year you just switched from, allowing you to save donations with a date in the wrong year. (If you used that menu option several times in a row, you could even end up saving donations with a date several years forward.)

•	Fixed a bug where if you selected Save As from the window displaying a report, and it couldn't save to the specified directory or filename, it didn't tell you that the save failed. Now it does.

•	Fixed a bug where if you selected Save PDF from a window display a report or a mail-merge letter, and it can't save to the specified directory or filename, various confusing error messages could occur, and the program could hang for a while or crash. Now simpler error messages are used.

•	Fixed a bug (which was worked around, but not prevented, in version 3.30b) where an initial install of the program on a computer can start you out working on the year 0, instead of the current year (such as 2010).

•

Fixed a problem in Help à Check for Updates, that seemed to only happen on Windows 7 (or perhaps only on 64-bit computers, or both). After it prompted that it needed to exit the program before starting a downloaded update installer, it would exit the program, but never start the installer. Unfortunately, this fix may only take effect on the upgrade after this one, because the fix is in the program, not the installer, and thus you need to have a fixed program before the problem goes away!

•	For users of the Network Client version of DONATION, if the database on the Network Server version's computer can't be opened, because the Network Client thinks it is in a location that is not correct, give the user an option to correct that location.

•	Fixed a bug where Limited Users could use the Report Browser, and thus see all reports and all data in the program. Also, prevent Limited Users from using the new Tools menu, which is not a security issue per se, but they just don't need those functions.

•

Handled a bug where during your first program startup, you can end up with the year set to 0 (rather than the current year, e.g. 2010) and the program allows you to enter data for the year 0. Now the program will exit if it observes that the year has been set to 0, and should prompt you normally for your startup information the next time you start it.

Changes directly or indirectly related to no longer needing to run DONATION as a Windows Administrator:

•

Made a lot of small changes to allow the program to not require being run with Windows Administrator privileges on Windows Vista, Windows 7 or other versions of Windows with Microsoft's User Account Control feature in them. This saves on having to click on a User Account Control "Allow" button to allow it to run, every time you start it, and better conforms to Microsoft guidelines for applications. (It also no longer requires being run as an Administrator on Windows XP.)

•	Moved a lot of data files from various places under the standard installation folder (usually C:\Program Files\Donation) to a new data directory that is not under C:\Program Files (where non-Administrator programs may not modify files).

•

The program now stores it settings in various different places. (They used to almost all be in the Local Machine registry, which non-Administrator programs man not modify.) Many settings, such as those in Maintenance à Main Window Options, are now stored in the database, which means they go with it when the database is backed up from one computer and restored on another. It also means that if you have two databases for two organizations, they can have independent settings on that window.

•

All "statement" reports and mail merges can now be sent by email to donors who have email addresses, just like the receipts. This includes Reports à Donation à Details, One Page per Donor and Category Totals, One Page per Donor, and Total Donations information mail merges. See Statements and Receipts and Emailing Receipts and Statements for details.

•

The program is now much more flexible about the names and locations of logo and signature bitmap files for your receipts and letters, allowing you to select them on a window you reach from the Maintenance à Receipt Options window, and allowing them to have any name and standard bitmap filename extension (e.g. BMP, GIF or JPG). Also, you can specify different logo and signature bitmaps for different organizations/databases, if you have multiple databases on the same computer.

•

In the windows for Letters à One Letter and Letters à Mass Mailing, removed the final sections for specifying whether or not to use a standard save pathname for the merged file, and for specifying an alternate save pathname if you aren't using the standard one, and for editing a previously saved merged file. Those sections were just confusing and not particularly useful. Now the standard save pathname (the letter file name with "_save" added before the ".htm" extension) is always used.

•	Also in the mail merge windows, added a new OutstandingAmount field to the Donor Information and Total Donations Information merge options, which is filled in with the donor's annual Pledge amount (or 0, if there is no pledge) minus the Total Amount donated.

•	Created a new Tools menu, with new options Explore Data Directory (which opens a Windows Explorer window in the new data directory) and View Saved Settings (which displays all settings saved by the program, and where they are stored).

•

Made a number of small improvements to the installation program. In particular, if the program has been copied to a new computer (instead of installed there properly, as explained in the Help topic Move the Program from One Computer to Another), it now offers an option to delete and recreate the license file if the current license key is out of date, which previously would have prevented the install from completing.

•	Fixed a bug in Reports à Custom Report, where if you picked Sum(Total Amount) or Sum(Eligible Amount), or both, and also at least one of the Receipt fields, it generated incorrect SQL that gave an error message when you tried to run it.

•	Fixed a small bug in the three Maintenance menu options for editing donor and donation categories, where it would allow you to save a category description consisting only of one or more spaces.

•

Fixed a bug in that affected a few users of mail-merge letters, where the merge field «Today» displayed as "January 1, 1900" in the merged letters. (This only happened if in Control Panel's Regional and Language Options, in the Date tab of the Customize window, your Short date format had a different order of elements from your Long date format. For instance, if your Short date format was "dd/MM/yy", and your Long date format was "MMMM d, yyyy".)

•	Fixed a bug in Reports à Donor à Envelopes and Reports à Receipt à Envelopes, where if you chose the option to include a logo on the envelopes, the logo was displayed with the wrong dimensions (it was squished horizontally to about 1/2 of the correct width).

•	Fixed a tiny problem in Reports à Donation à Receipted, where the total of the Amount column, at the bottom of the report, didn't quite line up properly with the figures above it in the Amount column.

•	Fixed a problem introduced by version 3.23, where in the editor for mail-merge letters and receipts, the Actions à Edit in Microsoft Word menu option and toolbar button did not always work reliably. (Word would come up, but the file you were editing in the mail merge editor might not appear in it.)

•

Fixed a problem when using the built-in receipts for Quebec (French-only or bilingual) where if you selected either "Details only, no Summary" or "Summary only, no Details" in the Maintenance à Receipt Options window, a blank page would often be printed after each receipt. Also, this change allows for more individual donations in the Details section, or categories with donations in the Summary section, before the receipt will go onto a 2nd page.

•

Made two corrections to the French in the built-in and mail-merge receipts for Quebec (French-only or Bilingual): "N° de reçu" instead of "N° de série", and "N° de l'enveloppe" instead of "N° de enveloppe". (The first of these changes only needed to be made in the mail-merge receipts, it was already that way in the built-in ones.) N.B. To get these changes to the mail-merge receipts, you either have to make them yourself (the best choice if you have already edited them), or if you have never edited them, delete the receipt files receipts_merge_bilingual.htm, receipts_merge_bilingual_simple.htm, receipts_gik_merge_bilingual.htm, receipts_merge_french.htm, receipts_merge_french_simple.htm, and receipts_gik_merge_french.htm before upgrading to this version. Those letters files are found in the letters folder under the DONATION installation folder, generally C:\Program Files\Donation\Letters.

•	Fixed a bug where if you have a huge screen resolution (bigger than 1280x800), and you maximize the DONATION window, Member/Envelope Numbers, or part of them, can appear at the right in the Donor List.

•

When you use the Help à Check for Updates window, if you have used it before for the same version but for some reason not completed the installation successfully, it will now notice that the installation file has been downloaded before, and give you an option to just use that file, rather than downloading it again.

•	In the Lite version of the program, if you changed the Organization Name in the Maintenance à Organization Info window, you were getting an inappropriate message about needing to update your license key after that change. Removed that message, because the Lite version doesn't need license keys.

•

In the Database à Import Donors window, changed the name of the Member/Envelope # field from being displayed as "Member Number" to the clearer "Member/Env. #". Also fixed a bug, where if that field was imported, and it was later in the list of fields to be imported than the "Addr2 (Merge 2 Fields)" or "Addr3 (Merge 3 Fields)" field, the import would fail with inappropriate error messages.

•	Fixed a bug in the Help à Register by Email menu option, where if you had no Address Line 3 or no Phone in the Maintenance à Organization Info window, either sending the registration would result in an error message, or it would be sent, but it would be empty.

•

Fixed another bug in that same menu option, where if you were a Lite version user, or a paid version user who registered before setting up their email sending configuration with Maintenance à Email Sending Configuration, it would say that you would receive an immediate automated acknowledgement of your registration, but you never received that.

•

The default directory for the first backup you ever do with the program was changed again (further to the change in version 3.23d), from the Cooperstock Software\Donation subdirectory of the Windows All Users Application Data directory, to the same subdirectory of the Windows All Users Documents directory. (This should only be relevant for users who have never made a backup on the current computer before, and in any case, the backup can be changed to be in any desired drive or directory.) This is better than the directory used in version 3.23d, because that was a hidden directory by default.

•	When entering new donations (or editing existing ones), you now cannot enter an Eligible Amount that is the same as the Total Amount. If all of a donation is eligible for a tax deduction, you should only enter its amount in the Total Amount field, when both of the Amount fields are displayed.

•

Fixed a couple of small bugs in Database à Import Donors. First, when importing either the "Name: First Last" or the "Name: Last,First" fields, if there is no data for that field, the First Name field would end up looking empty, but not really be empty, so if you tried editing that Donor record, you would get a confusing message saying "If you are entering either a last or a first name, please enter both of them." (If you get this bug, fill in both name fields with anything, Save the donor, then remove those name field entries, and Save it again.) The second bug was that if you were using the "Addr2 (Merge 2 Fields)" or "Addr3 (Merge 2 Fields)" fields, and only one of those two fields to be merged was filled in, the resulting merged address field would be empty, rather than containing the one field it should have contained.

•

The default directory for the first backup you ever do with the program was changed, from the Cooperstock Software\Donation subdirectory of the current logged-in Windows user's Windows Application Data directory, to the same subdirectory of the Windows All Users Application Data directory. (This should only be relevant for users who have never made a backup on the current computer before, and in any case, the backup can be changed to be in any desired drive or directory.)

•

Allowed more options for marking a donor or donation as Non-Receiptable: if either donor category or the donation category is exactly "Non-Receiptable", or starts with "NR ", or ends with " NR" (abbreviations for "Non-Receiptable"), that donor or donation respectively will be Non-Receiptable, i.e. will never be included in an official receipt created with the Receipt menu options. This change to allow donation categories to mark donations as Non-Receiptable allows you to still use the Cheque # / Paid By field normally. (Previously you had to select the value "Non-Receiptable" or "Pre-Receiptable" in that field to mark an individual donation as Non-Receiptable.)

•

In the editing windows for the donor and donation categories, added a display-only field "Receiptable" beside each Category name, to show whether or not that category is Receiptable or Non-Receiptable. It shows a check mark for Receiptable, or an "X" for Non-Receiptable. This is based on them being Non-Receiptable if they contain exactly "Non-Receiptable", or start with "NR ", or end with " NR".

•

Simplified the process for the Backup/Restore à Restore Old Database menu option, in the case where DONATION version 2.70b or earlier was never installed on the same computer, and thus the database software required to restore an old database (filename donation3.db) is not present. Before, it prompted you to go to the DOWNLOAD page on the DONATION web site to download and install a required file, to make this action possible. Now, it downloads that file for you (and it is a new, smaller file, only 3MB), and runs the install for you.

•	Made a number of smallish fixes to the Reports à Custom Report window, the largest of which is allowing you to force the report to prompt for a single donation date, a range of donation dates, or a range of donation dates and optionally a donation category.

•

Connected to that, in Database à SQL Select (which is used by Reports à Custom Report to display the report), provided for various arguments for prompting for a single donation date, a range of donation dates, or a range of donation dates and optionally a donation category before displaying the report.

•

Fixed a bug in the Help à Register by Email window, where if there was no email address stored in the program yet, it wouldn't allow editing of that field, so the registration would be sent with a blank email address. Also, validate that the email address field has been filled in with a valid email address.

•	Put a fix into the installation program, which seems to fix a problem some users with 64-bit computers and Windows Vista or Windows 7 were having, where running reports or receipts could crash DONATION, and a reboot of their computer was required to fix it.

•

When viewing receipts created with mail merge, the editor now has a File à Email/Print menu option and corresponding toolbar button, allowing you to email those receipts to those donors who have email addresses, and optionally print the rest. (The was previously only available for the built-in receipts, not the mail merge ones.)

•

Reorganized the Maintenance à Receipt Options window into more logical groupings, and made it disable fields that are not relevant if you have selected to use mail merge receipts. Also, added buttons for editing the template file for mail merge receipts, and mail merge gift in kind receipts, if you are using mail merge receipts. (This saves having to go to Letters à One Letter to do that.)

•

In that same editor, show the Actions menu option for Edit in Microsoft Word only if Word is installed. Added further Actions menu options and toolbar buttons for Edit in Dreamweaver, Edit in Microsoft Expression Web, and Edit in Microsoft FrontPage (all of which are HTML editors), which appear only if their respective programs are installed.

•	In that same editor, if you edit the document with an external editor using any of the Actions menu options and make changes in that external editor, then when you return to the internal editor in DONATION, you will be prompted to reload the document to see the changes.

•

Added a Help button in the window prompting for a range of receipt numbers for the Receipt à Reprint Range menu option. Also added a Help button in the window prompting for a range of receipt numbers when you are in Letters à Mass Mailing, you select the Receipt Information option, and click the Merge button.

•	Improved some of the messages that come up if you try to create receipts but there are no unreceipted donations, to clarify that you can reprint those receipts with the Receipt à Reprint Range menu option.

•

In the Evaluation version of the paid versions of DONATION (i.e. before you get your license key), it used to be that the Receipt menu options other than Current Donor Sample were disabled (greyed out) so you could not use them, because that is the limitation of the Evaluation version. Now, the options are enabled, but if you try to use them, they give a message explaining that they are not available until you pay and are licensed. Current Donor Sample still works, as before. This does not apply to the Lite version, which does not require licenses, but has other limitations on which Receipt menu options are available.

•	Added some details to the help topic on Validating your Database on how to fix things, in the extremely unlikely event of a validation error. Also, in that event, the program will prompt you to read that help topic.

•

Don't allow Canadian organizations (including Quebec) or Australian DGR organizations, as specified on the "Receipt Style For" drop-down list on the Maintenance à Receipt Options window, to issue official receipts with the Receipt menu options unless they have filled in the Charitable Number (ABN for Australian DGR organizations) in the appropriate field in the Maintenance à Organization Info window.

•

Made two corrections to the French in the built-in and mail-merge receipts for Quebec (French-only or Bilingual): "Agence du revenu du Canada" instead of "l'Agence du revenu du Canada", and "Sommaire par catégorie" instead of "Reléve par catégorie". N.B. To get these changes to the mail-merge receipts, you either have to make them yourself (the best choice if you have already edited them), or if you have never edited them, delete the receipt files receipts_merge_bilingual.htm, receipts_merge_bilingual_simple.htm, receipts_gik_merge_bilingual.htm, receipts_merge_french.htm, receipts_merge_french_simple.htm, and receipts_gik_merge_french.htm before upgrading to this version. Those letters files are found in the letters folder under the DONATION installation folder, generally C:\Program Files\Donation\Letters.

•

Made a number of enhancements to the Database à Import Donors window, including adding the fields "Name: First Last" and "Name: Last, First", which allow you to import the First Name and Last Name fields into DONATION from one merged field in the input file, and the fields "Addr2 (Merge 2 Fields)" and "Addr3 (Merge 3 Fields)", which allow you to merge two fields in the input file (containing the city and the state/province) into one Address field in DONATION. Also, double-clicking on a field in the Donor Fields or Fields to Import list transfers that field from one list to the other. And settings in the window (e.g. selected fields, filename to import) are saved and restored between uses of this window.

•

Fixed a bug where Lite version users couldn't use the new menu option Help à Register by Email, because they couldn't use the menu option Maintenance à Email Sending Configuration. Now, users (of any version) don't have to do that configuration before registering by email, though it will still use that configuration if it's available. Otherwise, it uses an email sending form, that sends using a form on the DONATION web site.

•	Fixed a bug that allowed DONATION to be run on Windows Vista or Windows 7 as a non-Administrator user in some unusual cases, which could cause problems. Added a Help page on Running as an Administrator, to explain the issues about this.

•	Renamed the File à One Date Donation Entry menu option to One Date Batch Entry, for clarity. (It is mostly used for entering a church collection or offering, when there are many donations on one date, more quickly.)

•

Whenever you move to a new donor on the main window, e.g. by navigating in the Donor List, an "empty" line (with just the default Date, Category and optionally Cheque # / Paid By filled in) is now automatically displayed in the Donation details area for that donor. This means you no longer have to click a button (previously New (F2)) to enter a new donation on the main window - you can just click into that empty line and change the date if necessary, enter the amount, etc.

•

Where the New (F2) button used to be, there is a new button, Batch Entry, that does the same thing as File à One Date Batch Entry. (It was added here to make the presence of that option more obvious, because it seems that many churches weren't finding this option, which can greatly speed up their weekly data entry.)

•

Removed the New submenu of the File menu, which had options Donor (F3) and Donation (F2). Instead, there are two new options directly on the File menu: New Donor (F3), and Edit New Donation (F2). Using the 2nd of those options, or pressing F2, just moves the cursor into the empty row for a new donation for the current donor. (Using this is not required, but speeds things up for those who prefer using the keyboard to the mouse.)

•

On the Donations tab of the Maintenance à Main Window Options window, added two new options. The first, Sort Order, lets you pick between Oldest to Newest (the only option in previous versions), and Newest to Oldest. Oldest to Newest means that earlier donations are higher up in the list, and the new empty donation that is automatically added is at the bottom of the list. Newest to Oldest means that later donations are higher up in the list, and the new empty donation is at the top. The second new option, Cursor Field after F2, lets you pick between Date and Amount. This determines which donation field the cursor moves to when you press the F2 key. (Previous versions always went to the Date field, but that could waste time if you were entering a number of donations for the same date on the main window, since once you set the date on the first donation, it would stay set.)

•

Added the menu option Help à Register by Email, which gives another way to get onto the program's mailing list (required before paying, requesting a license key or requesting an evaluation extension). You can also do that by using the registration form on the REGISTER page on the program's web site. This method uses information from the Organization Info window, though, and so saves some retyping.

•	When you create mailing labels, the reports window that displays them has an additional button, Margins, for adjusting the print margins, in case they are not quite lined up correctly on your printer.

•	For Lite version users, the window that comes up when you encounter a feature that is not supported in that version now includes another button, to display the Help for the current feature that you were trying to use that is not supported. This can help you understand what you are missing.

•

The installation programs now prompt you to reboot your computer after installing on 64-bit computers running Windows Vista or Windows 7, because it seems that if you don't do that, running reports or receipts after the install can cause DONATION to crash. (Some other systems may also encounter this problem, but it doesn't seem consistent enough that the installation program should force a reboot.)

•

Don't allow the program to run if it has somehow been upgraded with a version that was created after the support and upgrades expiry date in the license key file. (Normally there should be no way for this to happen, but it can happen if you switch to the Lite version then back to the full paid version.)

•

This version was created with a new version of the development environment used to create DONATION, which is called PowerBuilder. It was previously created with PowerBuilder version 10.2; now it is version 11.5. This may resolve some problems where some users with Windows Vista found that creating reports would crash the program. (This is usually easily fixed by Restarting their computer.)

•	In the One Date Donation Entry window, used by churches for quick entry of a Sunday (or other day) collection, the Enter key no longer does a Save. Instead, if you are in the Amount column, it moves down to the next donor's Amount column.

•	In the Database à Import Donations menu option, you can now optionally import the Eligible Amount and Description fields, which previously could not be imported. Also, this window now saves and restores the settings you used in it the last time it was used.

•

In Reports à Donation à One Date Details with Member / Envelope #, there are now two checksums at the bottom: "Checksum of Unique Member / Envelope #s" (which was there before, just called "Member / Envelope # Checksum") and the new "Checksum of Member / Envelope #s, including splits". This allows for different churches doing their checksum in two different ways.

•	When you are editing the Donation Date field on the main window, pressing the "T" key on your keyboard changes it to the current date, as long as that is in the current year you are working on. (This is similar to a feature in Quicken, QuickBooks and perhaps other accounting programs.)

•	The installation program now checks whether the DONATION program itself is running during the install, and prompts to be allowed to close it. (The install cannot be completed successfully, without a reboot of your computer, if DONATION is running at the same time.)

•

Both Reports à Donor à Envelopes and Reports à Receipt à Envelopes now include a reversed_name_upper_case field invisibly on the reports. They have always been implicitly sorted on that field, and now they can also be filtered on that, e.g. to resume printing if a print job of labels stops part way through. If they stopped after, say, "Dan Cooperstock", the filter expression to resume after that label would be:
reversed_name_upper_case > "COOPERSTOCK, DAN"

•

When you send an email to a donor, by right-clicking on their email address in the Donor Details area of the main window and picking Send Email from the popup window, there used to be a limit of 1,000 characters in the body of that email, which is less than one page of text. That has been increased to 20,000 characters, which should be sufficient for any reasonable usage!

•

Fixed a bug, where right-clicking on the Description column in the Donations area on the main window would bring up the popup menu with the Edit Appraiser option, even when the "Dropdown arrow on the Description Field, for editing the Appraiser" checkbox on the Donations tab of the Maintenance à Main Window Options window was not checked. (That popup should only appear on a right click when that checkbox is checked.)

•

Fixed a bug where the Email/Print button was visible in the report-viewing window when you created a report with either Reports à Custom Report or Database à SQL Select, when it shouldn't have been visible, and it crashed the program if you used it. Currently that button should only be visible for receipts.

•	Fixed a bug introduced in version 3.20: when viewing reports created with either Reports à Custom Report or Database à SQL Select, the Filter button was disabled. (It is now enabled in those cases, as it should be.)

•

When using the menu option Maintenance à Email Sending Configuration, and using its first window to configure an @yahoo.com email address based on the standard settings for it, the program now asks the user whether it's OK to use those settings, because they require the purchase of a paid Yahoo Mail Plus account.

•	On the Donor Details tab of that window, added options for default values of Address Line 2, Address Line 3, and Postal Code in new donors. On the Donations tab, added an option for Default Paid By (a default for the Cheque # / Paid By column in new donations).

•

Added an Email/Print button to the receipt-viewing window for standard (not mail-merged) receipts, for emailing the receipts to donors as PDF attachments, assuming the donors have email addresses. (For those donors without email addresses, there is an option to instead print their receipts when you click this button.)

•

When sending emails to request a license key or an evaluation extension, improved some of the logic that detects what your name and email address are, to send the email from. It now uses the ones you configured in Maintenance à Email Sending Configuration, or if that has not been configured, it reads them from your default email program (such as Outlook, Outlook Express, or Mozilla Thunderbird).

•

When sending emails to a Donor, by right-clicking on the Email Address field and picking Send Email from the popup menu, it now uses the configuration set up in Maintenance à Email Sending Configuration, and it uses a new window for entering the email details and sending them from within DONATION. (Previously, it used your default email program, such as Outlook, which might not have worked if you hadn't configured an email program on your computer because you only used web mail, such as hotmail or GMail.)

•

The date-selection windows for receipt mailing labels or envelopes, created with Reports à Receipt à Mailing Labels or Reports à Receipt à Envelopes, now allow you to specify that you want to omit labels or envelopes for donors who have an email address. (If the receipts were sent by email, you don't also need to send them by mail.)

•

When you start the program for the first time, it will try to detect what receipt style to use (e.g. for which country and language), based on your Windows Control Panel Regional and Language Settings, and let you know what it set that too. Unfortunately, if any existing users of the program in English Canada happen to have their Windows settings incorrectly set to "English (USA)", this new feature will set their receipt style to "U.S.A.", and they will have to fix it via the Maintenance à Receipt Options menu option.

•

Changed PDF files generated from the program (e.g. for receipts) to be non-modifiable, by encrypting them and setting a number of protection settings. This is required by the Canada Revenue Agency for emailed receipts in Canada. Please read the new help section on Emailing Receipts for further concerns about this, however.

•	Added a warning in this Help file about using bitmap signatures on your receipts for Canadian users, based on CRA instructions which seem to technically forbid doing this in the way that DONATION does it.

•	Phone numbers entered as all digits with no separators are now automatically reformatted when a Donor record is Saved, so that 1234567 is changed to 123-4567, and 1234567890 is changed to (123) 456-7890.

•

The validation of the Amount (or Total Amount) and Eligible Amount fields for the Donations on the main window is now mostly done when you Save the changes, not when you move out of those fields. This allows for a bit more flexibility in data entry, so for instance you don't get stuck on the Amount field if you want to go back and change the Date field, before entering the Amount.

•	The Donor Mailing Label and Envelope reports now include a hidden field for total donations this year, so that you can Filter on it, e.g. to select only donors who haven't donated this year, or only donors who have donated certain amounts (for instance, over $1,000).

•

Mail-merge letters using the "Donor Information only" option now include a TotalAmount field that can be added to the letters, or Filtered on, showing the total amount this donor has donated this year (or 0, if they haven't donated anything). That allows you, among other things, to create "prospecting" letters to "donors" who have yet to donate.

•

Fixed a bug in the new category-selection drop-down control in the window for a selecting a range of dates in the reports Reports à Donor à Donation Info à Sort by Name, Sort by Amount and Sort by Member/Envelope #, and Reports à Donation à All Donations à Sort by Name and Sort by Date. That drop-down was missing a scroll-bar, so you could only see the first 5 donation categories in it. (You could actually select any of the ones that were after the first 5, by using the down arrow key or PgDn, but that was not obvious!)

•	Fixed a bug in the built-in receipts, if you had selected Quebec (French only) as the Receipt Style: your Organization Name 1 wouldn't appear on the receipts if Organization Name 2 wasn't also filled in, in Maintenance à Organization Info.

•

In the reports Reports à Donor à Donation Info à Sort by Name, Sort by Amount and Sort by Member/Envelope #, and Reports à Donation à All Donations à Sort by Name and Sort by Date, you are now prompted for a category as well as a range of dates. You can select the default of "All", to include all categories, or select just one category. (To select two or more categories, but not all of them, select "All" then use a Filter.)

•	Changed all message boxes in the program (those small windows that come up with messages, and buttons such as OK, or Yes/No) to use a larger font, and sometimes to use boldface in order emphasize the important points.

•	When you are filling in the Organization Info the first time you start the program, if your Organization Name includes the words "church" or "chapel", the program prompts you with an option to read the Help page for Features for Churches.

•

Fixed a tiny bug in the feature that should restore the program's main window to the same size and position on your screen as where you last used it. In some cases, if the window wasn't maximized and you had it moved over to the right some, or down some, it might not be restored to that same position.

•	Fixed a bug in Reports à Donation à Summary by Category: the final number at the bottom, "Total Distinct Donors across all Categories", was for the whole year, not the entered range of dates.

•	There is a new initial startup window for the first time you start DONATION, which allows you to choose between the normal initialization steps for a new empty database and restoring a backup of the database, from a previous installation of DONATION on another computer, or the same computer.

•

Added the Reports à Report Browser menu option, which allows you to browse through all built-in reports in the program, and see detailed descriptions of them, to help you select which report you want to use. You can also still select all of the same reports via the Report menu's Donor, Donation, Receipt and Category sub-menus.

•	When you are editing the donation date on the main window, you can now use the + and - keys, either on the top row of your keyboard or on the numeric keypad, to increase or decrease the date by one day. (This is similar to a feature in Quicken, QuickBooks and perhaps other accounting programs.)

•	Added a menu option Letters à Mail Merge Training Videos on the Web which takes you to the web page which contains several videos for learning how to use the Letters menu options for mail merge letters and receipts.

•

Added a right-click menu on the Donor List, with options New Donor, Edit Donor, Delete Donor, and Find Donor. These same functions can also be done with the New button in the Donor Details area, by clicking into any field in the Donor Details area, with the Delete button in the Donor Details area, and with File à Find Donor (or Ctrl+F) respectively.

•	In Maintenance à Change Password à Limited User Password, the program now gives a message if you specify a Limited User Password when there is no Program Entry Password. This is because in that case, the program will not prompt for a password when it starts up.

•	In the help page for Saving Reports to Files, added a section about the very useful Save as type "HTML Table", which generates output that looks a lot more like the original report than other Save as types.

•

Fixed a tiny bug in Letters à One Letter and Letters à Mass Mailing, where if you pick the Current Donation information or Individual Donation information options from the first radio boxes, and include the «ReceiptNum» field in the letter (which is an unusual thing to do with that type of letter), the receipt number shows with only 4 digits, i.e. like 2009-0001, instead of the new 5-digit format introduced in version 3.14, 2009-00001.

•	Fixed a bug introduced by version 3.13, where for Canadian users, receipts created before you installed version 3.13 could not be reprinted with Receipt à Reprint Range. (It would say there was no matching data for the report.)

•

Fixed several related bugs introduced by version 3.13, where for Canadian users who selected the "Use separate receipts for Gifts in Kind" option, it wasn't correctly distinguishing between regular and gift in kind receipts when you used the Letters menu options, or if you had "Create receipts via mail merge instead of normal report method" selected and you used Receipt à Reprint Range or Receipt à Gift in Kind Receipts à Reprint Range. As a result, it might allow gift in kind mail-merge receipt formats to be generated for non-gift in kind donations, and non-gift in kind receipt formats to be generated for gift in kind donations.

•	Added the Database à Change Date of Donations menu option, which allows you to change all donations with one date to be on a different date. This would most often come up if you had used One Date Donation Entry, and found that you entered a batch of donations for the wrong date.

•	Changed receipt numbers to be 5 digits rather than four, so that for instance the first receipt number for 2009 would be 2009-00001. This allows for up to 99,999 receipts per year, rather than the previous maximum number of 9,999.

•

Removed the Allow January option, because occasionally people were erroneously using it to enter donations in the next year, instead of using Maintenance à Change Year à Next Year. The Allow January option was only needed in the case of a postal strike around Christmas, if the government allowed charities to count donations received in January as being for the previous year. It will be restored to the program if that ever happens again.

•

In Help à Request or Install License Key, it used to be that the "Request License Key for your Organization" button wasn't shown if the program couldn't see a reason for you to need a new key. (For instance, if your support and upgrades expiry date hadn't passed, and wasn't within the next two months, the button wasn't shown.) Now, it is always shown, to deal with some unusual circumstances when you may need to request an updated key even though you are not close to your expiry date. An example of that is if you have been granted an extra 3 months of support and upgrades due to a successful referral of another user, so you need an updated license key to inform the program of your new renewal date.

•

Fixed a bug introduced by version 3.11: When starting a new year with Maintenance à Change Year à Next Year (or Previous Year), any email addresses that had been filled in were not copied over to the new year. To fix this for users who already opened the 2009 year and thus lost any email addresses entered in 2008, the new version of the program will prompt you when you first start it, to copy those email addresses forward from 2008 to 2009(if there are any to be copied).

•	Fixed a bug where doing mail merge using a letter or receipt file that was saved to HTML by Microsoft Word, but not in the "Web Page, Filtered" format, could hang indefinitely. A helpful message will also come up when this is causing problems.

•

Mail merge letters and receipts will not work if your Long Date Format, set in Control Panel, gives dates over 20 characters long. This normally only happens of your Long Date Format includes the name of the day (e.g. "Monday"), which probably is undesirable to appear in a date in a letter or receipt anyways. The program now tests for this problem when you do mail merges, and tells you how to fix it if you need to.

•	Fixed a bug introduced by version 3.13d, where where if you have selected "Create Receipts via mail merge rather than normal report method" in the Maintenance à Receipt Options window, receipts for the USA gave an error message.

•	Fixed a bug introduced by version 3.13, where if you have selected "Create Receipts via mail merge rather than normal report method" in the Maintenance à Receipt Options window, any attempt to create receipts just gave the error message "Error retrieving receipt(s)".

•

Fixed a number of problems if you used Mozilla Firefox as your default web browser instead of the more common Internet Explorer. Basically, in that case none of the options in the program that take you to a web page (like Help à Donation on the Web) worked, and Help à Check for Updates didn't work either.

•	Simplified the Help à Check for Updates menu option a bit, so that it now downloads the update file from the Software4Nonprofits.com web site directly, rather than doing it through your web browser (for instance Internet Explorer).

•

For Canadian users, there is now an option in the Maintenance à Receipt Options window, for "Use different receipts for Gifts in Kind / Non-Cash Gifts", which defaults to being turned on (checked). When this is checked, a new Receipt à Gift in Kind Receipts sub-menu appears, with options for creating these different Gift in Kind receipts.

•	When that option is selected, mail-merge letters created with the Letters menu options have a new option for "Gift in Kind Receipt information", with distinct receipt designs for this purpose provided in new sample letters.

•

For Canadian users, there is now an option in the Maintenance à Main Window Options window, to add a drop-down arrow to the Donation Description field. Clicking that arrow pops up a window for entering Appraiser information for Gifts in Kind, which may be required if the value of the Gift in Kind is significant.

•

On the program's main window, changed the "Find String" prompt below the Donor List to read "Find Name / #", to make it clear that it also searches by member/envelope number. Put a border around the area to the right of that prompt, where what you are typing in to find appears. Changed both the prompt, and the bordered area, so that if you click in them, they bring up the Finding a Donor help page, to explain how they are used.

•

In the Reports à Custom Report menu option, don't display the Donor field "Member/Envelope #" if it's not displayed in the Donor Details area of the main widow (as set in Maintenance à Main Window Options), and name it either "Member #" or "Envelope #" depending on the related setting in Maintenance à Receipt Options.

•	In Reports à Custom Report, other fields that are not displayed in the Donor Details area or Donation Details area (as set in Maintenance à Main Window Options) are also not shown in the lists of fields you can report on.

•

Added the Help à Check for Updates menu option, which brings up a window that allows you to check for updates to the program that are newer than your current version. It also allows you to specify whether or not the program should remind you to check for updates monthly. (By default, it does remind you.)

•	All of the mailing labels reports now prompt you with an option to skip used labels on your first page of label paper, when you click Print. This allows you to use up partly-used pages of label paper.

•	There is a somewhat techie new feature available when editing template mail-merge letters and inserting fields into them, for optionally excluding pieces of those letters if the values in certain merge fields are empty.

•

There is another somewhat techie new feature available when editing template mail-merge letters and inserting fields into them, for skipping the page break between letters, so that you can in effect create a report with mail merge, instead of letters or receipts. This could allow you to create certain types of reports that cannot be created with Reports à Custom Report.

•	In the Database à Switch Databases window, it now prevents you from entering a file extension of "METADATA", or file extensions containing periods. These restrictions prevent a couple of possible (though extremely rare) bugs.

•	Fixed a bug in the Receipt à Delete Range menu option, where if you tried to delete a range of over 500 receipts, you would get an inappropriate error message about not being able to reprint a range of over 500 receipts.

•	When you run DONATION in Windows XP, it now checks for whether you are running with an administrative login, and advises you not to run it that way if you aren't. (With Windows Vista, you are already required to run it with administrative privileges.)

•	Fixed a bug in the Letters à Mass Mailing menu option where very occasionally the page breaks between successive letters didn't work when you printed them or used Print Preview, and the top of the next letter would move up into the bottom of the previous one.

•

Fixed a bug when generating mail-merge letters for users in Quebec who set their Regional and Language Options to French, where the letters would give an error message and fail if the name of the current month had an accent in it. At the same time, made the dates displayed in such mail-merge letters use the correct order of the elements, though they are still in English. (So, for instance, for French it would be "31 December 2009", whereas in English it is "December 31, 2009".

•	Fixed a bug where the Save PDF button on reports created with either Reports à Custom Report or Database à SQL Select didn't work - the "Printing PDF" progress window just stayed up forever (and had to be manually closed), and the PDF file was never created.

•	Fixed a small bug where if you clicked Save As when you were viewing a report, then clicked the Help button on the window that came up, the Help for that window would not come up - it would say it could not find the DONATION.HLP help file.

•

Fixed a bug in the mail-merge receipts for U.S. users, where if you included the Check # / Paid By field in the DetailsTable field, the heading of that column in the merged receipt used the Canadian spelling "Cheque" instead of the U.S. spelling "Check". (This also applies to mail-merge letters for the "Total Donations Information" option, which can also include the DetailsTable field.) Note: This bug was never present in the normal built-in receipts created with the Receipt menu options.

•

When you create receipts and don't print them, then close the window displaying the receipts, there is a message box that comes up asking you whether to save the receipt information. (The included donation information has already been saved.) Clarified the question in that message box, and made the default answer for it be No, rather than Yes.

•

Fixed a weakness in Database à Backup, Database à Restore and Database à Restore Old Backup where if the last backup directory used was the diskette drive (i.e. A:), and that drive is not currently available because there is no diskette in it, you would get error messages but not be able to pick a different drive for your backup or restore. Now it gives you an option to either make that drive available and try again (the only option previously), or instead switch to a standard backup directory on your local hard drive. (And having done that, you can then switch to any drive or directory in the Save Backup File As or Restore Backup File dialog box that comes up.)

•

Added a way to mark a Donor as Non-Receiptable, so that no receipts will ever be generated for its donations. You do this by setting its Donor Category 1 or Category 2 value to "Non-Receiptable", which you can set up via the Maintenance à Donor Category 1 or Maintenance à Donor Category 2 options. See Handling Non-Receiptable Donors and Donations for more information.

•	Added Reports à Donor à Envelope Box Labels, which create labels containing just "Envelope # ..." and the donor's name, for all donors that have a Member/Envelope #. These labels could be put on the boxes in which you give the donors their envelopes for the year.

•	Added a check, under Windows Vista or later versions of Windows, that the program is running as an Administrator. It will not run under those versions of Windows if it is not run as an Administrator, because various features will not work and unexpected problems can occur.

•	When adding a DetailsTable to a mail-merge letter, you now have an option to specify that there should be two groups of columns on each row, in order to save space, as long as you are including at most three donation fields in the table.

•

Fixed a bug where if you printed a report or a receipt to your printer, and then used the Save PDF button to "print" it to PDF, it would just print on the real printer again, and the "Printing PDF" window would stay up. (Unfortunately, this bug still exists in the mail-merge letters created with the Letters menu options.)

•

Added an Email Address field to the Donor Details. If you use a standard email program like Outlook or Outlook Express, you can right-click on filled-in Email Address fields, and pick Send Email from a popup menu, to create an email addressed to this email address. (You can also use File à Send Email to do the same thing.) N.B. Starting in version 3.20, the Send Email option no longer requires you to have an email program like Outlook configured, and does not use that email program.

•

When converting to this version from prior versions, if one of your Other Info 1 through 3 fields had a label (as specified in Maintenance à Main Window Options) containing the word "Email" or "E-mail" (with any capitalization), the data in that field will be moved to the new Email Address field. The label for that Other Info field will also be changed back to "Other Info X".

•	Made a number of Donor Details fields that not everyone uses optional. (Previously, only the Member/Envelope # field was optional.) You can select which fields you don't want to see via the Maintenance à Main Window Options window.

•

Made the File à New Member/Env. # and File à Edit Comments menu options work whether or not the cursor is currently in the relevant Donor Details field. (Previously, those menu options were only enabled when the cursor was in the relevant field.) Also, File à Edit Comments works even if you have made the Comments field invisible via the new options mentioned above.

•	Added a drop-down arrow to the Member/Env. # field in the Donor Details area of the main window, which pops up a one-item menu for adding a new Member/Env. #. (This is the same behaviour as if you right-click in that field, and helps make this option more visible.)

•	When importing donations via Database à Import Donations, it now allows the import if a donation being imported is for the same donor, and with the same date and amount, as an existing donation in the database, as long as it is for a different donation category. Previously it did not allow this.

•

When saving a new or updated donor, a confirmation question has always come up if you either change the name of an existing donor that already has donations, or you enter a name that is the same name as another donor. Previously, if you answered "No" to those questions (to not make the change), it would cancel the insert or update entirely, losing your changes. Now, it just cancels the save, and lets you make your own changes if desired, then try Save again, or click Cancel if you prefer.

•

When sending email to request a license key or evaluation extension, it now re-uses any previously used From Name and Email address in that email sending window. If the window hasn't been used before, it tries to determine them from an Outlook, Outlook Express or Thunderbird profile if you use one of those email programs.

•	Added two new reports: Reports à Donor à Envelopes, and Reports à Receipt à Envelopes. They print donors' names and addresses on standard #10 envelopes for all donors or all receipts with a specified receipt issued date, respectively.

•

Added two new reports, Reports à Donation à Receipted and Reports à Donation à Non-Receiptable / Pre-Receipted. The former shows the details of all receipted donations. The latter shows the details of all donations that are not eligible to be included in a receipt, because they are for Non-Receiptable Donors or Donations.

•

Changed Reports à Donation à Unreceipted Donations, changing its name to just Unreceipted. Also, now it does not report on donors or donations that are Non-Receiptable, i.e. included in Reports à Donation à Non-Receiptable / Pre-Receipted. (Between this modified report and the two new reports in the previous bullet point, all donations are printed.)

•	Previously, the installation of the Network Server version of DONATION would not work correctly if you had not already installed the normal Local Database version on the same computer. That is now fixed.

•	Fixed the positioning of the right-click popup menus for the Member/Env. # and the Comments fields in the Donor Details area of the main window, which were not always correct if you changed the sizing of that window.

•	Fixed a small bug introduced by version 3.10b into Letters à Mass Mailing, where the 2nd and subsequent pages of any mailing started a fraction of an inch lower down the page than the first page.

•	In the new internal mail merge editor, moved the Edit menu options Insert Image, Insert Table and Insert Horizontal Line to a new Insert menu, and added another option Page Break to that menu, to allow you to create multiple-page letters (e.g. for a receipt with a cover letter).

•

Fixed a problem that could occur in the sample mail-merge receipt letters, where if you were using a signature bitmap the underline under it might not appear, or might appear incorrectly. However, unless you delete those files first before installing this version (or a later one) as an upgrade to version 3.10, they will not be replaced, because it might be replacing a version that you had edited!

•	The details and summary tables that are available in the new mail-merged receipts (as well as mail merge Donation Totals information letters) will now have their header row repeated on subsequent pages, if the table starts on one page and continues on another.

•

A small error was fixed in the French and Bilingual mail-merge receipt samples. The 2nd row of dashes (separating the 2nd copy of the receipt from the part that the donor keeps) was too long, and went onto two lines when printed. However, unless you delete these files first before installing this version (or a later one) as an upgrade to version 3.10, they will not be replaced, because it might be replacing a version that you had edited!

•

The mail-merge features on the Letters menu have been completely redesigned and greatly simplified. They now use an internal editor, rather than exiting you out to your word processing program to edit the letters and do the merges. They also now allow you to create almost perfect replicas of the built-in receipts, but with whatever formatting or wording changes you want.

•	New sample mail-merge letters and receipts are installed with the program, but any old mail-merge documents that you used with Microsoft Word can also optionally be converted to the new mail-merge letter format (which is HTML).

•

When you generate receipts with the Receipt menu options, if you don't print those receipts, and exit the window displaying them, the program now gives you a choice as to whether or not to save the receipts back to the database. This lets you save them without printing them, so that you can later print them either with Receipt à Reprint Range, or with the Letters menu options. Or, you can choose the other option to have them not be saved, in the case where you just wanted to see what the receipts would look like (or didn't like something about what you saw), and don't want to keep the receipts in the database at this time.

•	Renamed Maintenance à Receipt and Letters Options to Receipt Options, because the letters option (selecting a word processor) is no longer needed, with the new built-in editor for mail merge.

•	In Maintenance à Receipt Options, there is now an option "Create Receipts using mail merge instead of normal report method". If you select this option, receipts created via the Receipt menu options are immediately displayed using the standard receipt mail-merge file, rather than as a report.

•	Added menu options Letters à Backup and Letters à Restore, for Backing up and Restoring Letters Files, which you can use for simple backups of your customized letter or receipt files, or for transferring them between two computers.

•

In reports created with Reports à Custom Report or Database à SQL Select, it now displays an optional title, along with other standard report header fields, in the header of the report (as long as it is in the Normal format, not the Grid format). Also, columns containing dollar figures are now automatically totalled at the bottom of the report. The optional Report Title is specified in the SQL Select window.

•	Changed entry of donors so that if spaces were accidentally entered at the start or end of any of the name fields, they would automatically be removed. (Spaces would mess up the sort order in the Donor List.)

•

For limited users, pressing Enter doesn't save a donation they are entering on the main window, as it normally does once you start entering a new donation. You have to click on Save or press F10 to save a donation you are entering. (You don't want limited users to accidentally save before they are finished entering a donation, because they aren't allowed to edit donations at all, even the ones they just edited.)

•	Changed the Database à Import Donors window slightly. Now, when you Add fields from the Donor Fields list to the Fields to Import list, they are removed from the Donors Fields list to show that they are no longer available to be added.

•	Fixed an obscure bug that only happened to one user, where trying to create a new donation would cause the program to give an error message about the function gf_default_categorynum and exit.

•

Redesigned the One Date Donation Entry window, so that it optionally displays any existing donations for the specified date, as well as spaces to enter donations for all donors with no donations on that date. If you select that option, you can go in and out of that window multiple times for the same date (e.g. if you realize you need to add another donor), and still see the full totals at the end of your work.

•	Changed the way the Cheque # / Paid By field for donations is edited, so that as you type, it shows you matches from the drop-down list. (This is similar to how some fields are entered in Quicken or QuickBooks, and is often called "autocomplete".)

•

When you generate Duplicate or Corrected Receipts with the Receipt à Current Donor Duplicate/Corrected or Duplicate/Corrected Receipt by Number menu options, there are now two options: either include only the donations that were previously included in the receipt, or also include any new receiptable donations for the same donor.

•

Added a new report, Reports à Donation à Summary by Paid By, which gives totals of all donations over a specified date range, broken down by the value in the Cheque # / Paid By field. (When cheque numbers entered into that field, it groups them all together under the Paid By value "Check" or "Cheque", depending on your location.) This report could be helpful for getting a summary of receiptable versus non-receiptable donations, among other uses.

•	In the 2nd part of Reports à Donation à One Date Summary (summary by Paid By), use the word "Check" for the summary of all donations with cheque numbers for U.S. users, instead of "Cheque". For Canadian users, "Cheque" is still used.

•

Added a “Member / Envelope # Checksum” to the bottom of Reports à Donation à One Date Details with Member/Envelope #. This can be used as a double-check that you entered the donations for the correct donors when you use One Date Donation Entry, if you use envelope numbers and add those envelope numbers up with a calculator before doing your entries.

•	Fixed a bug that only happened to users of the Network Version, and then only occasionally. When they created receipts that shouldn't be saved in the database (either because they were Sample receipts, or because they didn't Print them), they were sometimes saved in the database anyways.

•	Fixed a couple of places in the program where message boxes (including the one confirming deleting a Donation) always used the date format MM/DD/YYYY, rather than the default format you had set on your computer. (That default date format was already used everywhere else in DONATION.)

•

Fixed display bugs in the receipts, introduced in version 3.03. If you selected the Receipt Style For either Australian option, or "Other" (i.e. anything other than the more commonly-used Canada, Quebec and U.S.A. options) in Maintenance à Receipt and Letters Options, the main amount printed over top of the heading for the amount.

•	In Reports à Donation à Details, One Page per Donor and Category Totals, One Page per Donor, add in invisible fields category1 and category2 (for Donor Category 1 and Donor Category 2) so that you can Filter on them.

•

Fixed a bug in the Send Email window (used to request License Keys or Evaluation Extensions), where if the character "#" appeared in your organization name or address, the email would not send properly. (There were smaller problems with "&" and "%" appearing your organization name or address, which were also fixed.)

•

In the Send Email window (used to request License Keys or Evaluation Extensions), the default method of sending the email is now to send it invisibly via a web form on the Software4Nonprofits.com web site, which works for any user with an Internet connection. Also added a Help button to the Send Email window.

•

Fixed a small problem introduced by a change in version 3.04, in Custom Reports and SQL Select: It always displayed the report in Print Preview mode, like all regular reports. Unfortunately, this is not a good choice if you select the Grid display style, because that takes away the capability to resize or rearrange the columns, which is the big advantage of the Grid style. So, Grid reports do not start in Print Preview mode.

•

Added the capability to use DONATION with the multi-user Firebird Server database software, instead of the single-user Embedded Firebird that it normally comes with. This can allow you to have multiple users on a network access the same database, either one at a time or simultaneously. Separate licensing (and payment) is needed to use DONATION with the Firebird Server, even for only one at a time usage, and additional payment is always required for simultaneous usage. Details are on the PRICING page on the web site.

•	Added the Database à Restore Old Database (DONATION3.DB) menu option. It allows you to restore a database file from older versions of DONATION (version 2.70b or earlier), then have that file converted to the new database format.

•	Changed the Maintenance à Receipt and Letters Options menu option, adding in a "Starting Receipt #" field, which can set your starting receipt number for each year to something other than 1. (Very few organizations will need to use this, or for that matter should use this!)

•

Fixed a bug where if the main window has been minimized when the program is closed (e.g. if you Shutdown or Restart your computer with DONATION minimized), it would start again minimized. As a result, users thought it hadn't started, tried to start it again, and got an error message about not being able to connect to the database. Now, if it was closed when it was minimized, it starts the next time at its original standard size and position.

•	In Database à Reassign Envelope Numbers, if you chose to do it in alphabetical order, that order is now case-insensitive, like the Donor List. (I.e. if a last name starts with a small letter, it is sorted in with other last names that start with that same letter, capitalized.)

•	Fixed Reports à Donor à Potential Duplicates so that donors are viewed as potential duplicates if either the business name, or the first and last names, are very similar (previously all 3 had to be very similar).

•	Slightly re-wrote Reports à Donor à Potential Duplicates, so that it gives the same results as it used to, but will probably run more quickly. (However, it can still take a fair while if you have a very large number of donors.)

•	Fixed a bug in Reports à Custom Report, where if you use the "Last, First" Donor column, and the "Sum(Total Amount)" or "Sum(Eligible Amount)" Donation columns, and a range of years, and Separate Totals, it gives an error when you run it from the SQL Select window.

•

In the Help à Request or Install License Key window, display the "Request License Key for your Organization" button if you are within two months of your annual renewal date, so that you can get an updated key if you have paid your annual renewal. Previously, this button was not visible on this window unless you either were not yet licensed, or your annual renewal date had passed.

•	Fixed a minor bug in Receipt à Filtered Donors, where if you put in values of Other Info 1, Other Info 2 or Other Info 3 to filter on, they were case-sensitive. They are now case-insensitive, as they were in versions of donation prior to 3.00.

•	Fixed a bug on the main window: On program startup, the focus wasn't always on the Donor List, so you couldn't immediately scroll with the arrow keys etc. or find donors by typing initial letters of their last name or envelope numbers.

•

Included an extra DLL in the full installation programs (e.g. DONINST.EXE), which is required by systems that have certain Windows Accessibility features turned on, and which caused an error message ("PowerBuilder Accessibility Error ...") if it was absent. N.B. Most users did not have those Windows features turned on, so they did not get the message or need the DLL.

•	Fixed the fact that Help à Revision History took you to the Introduction page of the Help, rather than the correct page that shows the history of the changes to the program in successive versions.

•	Added a Business Name field to the Donor details. If there is a Business Name and also a Last Name and First Name, the business or organization is assumed to be the actual donor, and the individual's name is assumed to be a contact at that business.

•	When this version starts up for the first time, any existing donors who have a Last Name filled in but no First Name are assumed to be businesses or organizations, and the contents of the Last Name field are moved to the Business Name.

•

The validation of required fields for the Donor is now done on Save, not as you edit the fields, so that you can enter the fields in any order without getting "stuck" in a required field. Required fields are either a Business Name or both a First Name and Last Name (or all three), plus Address Line 1.

•

The program will now work with Large size Fonts (set in Control Panel's Display tool, Settings tab), as long as the screen resolution is at least 1024 x 768. It will also work with Normal Fonts with screen resolutions as small as 800 x 600. (Previously, problems occurred with Large size Fonts, most specifically that the printout of the receipts always looked bad.)

•	The One Date Donation Entry window now has a Find Donor button, which you can use to find donors by Name or Member/Envelope # - the same as you get by using File à Find Donor on the main window. It can be accessed with either Alt+F or Ctrl+F.

•

Tightened up the handling of support and updates eligibility, so that if your updates eligibility period (12 months from the date of your last Initial Purchase or Annual Renewal payment, or from being issued a free license) has expired, you cannot install an updated version of DONATION that was released after the expiry date. You also can't install a License Key that has already expired (i.e. that is more than 12 months old) unless you have previously installed a non-expired License Key on the same installation of DONATION.

•

If you have exceeded the number of donors with donations that you are licensed for, and you bring up the Evaluation and Licensing window with Help à Request or Install License Key, it will show the button with which you request another license key (one that allows for your actual number of donors with donations).

•

Added two new columns ("# Donations" and "# Donors") to Reports à Donation à Category Totals. There is also now an extra total at the bottom of this report, labelled "Total Distinct Donors across all Categories", that just gives the total number of donors with donations. This is the number of donors that is relevant for determining which level of payment is required for an Initial Purchase or Annual Renewal fee.

•	Fixed a couple of reports where the field for the donor name was too short, and names could be cut off at a shorter length than was necessary. (Many reports can still cut off the ends of very long names, because there is just not enough room on the page for the whole name.)

•

In Reports à Donor à Mailing Labels, added a non-displayed (i.e. invisible) member_number field (the Member/Envelope #), so that you can filter or sort on it. For instance, you could create labels for only those donors who have a Member/Envelope # by using the filter "member_number >= 0" (without the quotes).

•

Fix a bug in the CSV files exported by Letters à Mass Mailing, that prevented them from being loaded into Excel properly, and could cause extra blank lines to appear in mail merge letters using the <<fulladdress>> field. Other than the blank lines, however, it already worked correctly if you were merging to Microsoft Word directly.

•

Fixed a small bug in the sample mail merge letter receipts_merge.doc, used in Letters à Mass Mailing when merging Receipt letters to Microsoft Word, where the <<ytdtotalamount>> field had a typo in it, causing errors to come up during the merge. (However, this file is never updated during an upgrade, so this will only help new users.)

•	Improved the error message if there is a conversion error when converting the database from version 2.70 or earlier to the current version. If the problem is in converting the DONOR table, the message points to a helpful Support Forum posting about the problem.

•

Made the Maintenance à Organization Info window wider, so it would be clearer that you can enter up to 70 characters for the Organization Name fields. (You always could do that, and the field would scroll right if necessary as you typed, but this makes it easier to see all of a long organization name.)

•

Added a control in the Maintenance à Receipt and Letters Options window, that allows you to specify the label for the member/envelope # field on the receipts, if you use such numbers for your donors. It can be "Envelope #" (the default), or "Member #", or you can choose to never have the member/envelope numbers displayed on receipts at all.

•

On Reports à Donation à Details, One Page per Donor and Category Totals, One Page per Donor, if you use the Sort or Filter buttons, it no longer displays the sort or filter criteria on each page of the report. (Most reports do display them, but because these reports may be sent to donors, it is less appropriate to display the sort or filter criteria on them.)

•	Warn licensed users if they have more donors with donations than they are licensed for, and give an option in that case to go to the PRICING page on the web site to pay for the difference.

•	In the version of the Evaluation and Licensing window reached via Help à Request or Install License Key, the Request License Key button is now visible if either your support and upgrades period has expired, or you have exceeded the number of donors with donations that you are licensed for.

•

Fixed a small bug where after re-opening a new database or new year (e.g. with Maintenance à Change Year, Database à Restore, or Database à Switch Database), the drop-down list of Donor Category 1 and Donor Category 2 values was not re-loaded from the database (or year) that was just switched to, and thus an incorrect list could be displayed.

•

Fixed a weakness in Database à Backup and Database à Restore, where if the last backup directory used was a drive that is not always available (e.g. a CD drive or a drive for a USB memory key), and it is not currently available, you would get error messages but not be able to pick a different drive for your backup or restore. Now it gives you an option to either make that drive available and try again (the only option previously), or instead switch to a standard backup directory on your local hard drive.

•	Changed a couple of reports (Reports à Donation à One Date Summary and Summary by Category) to have at least 1/2" left margins, so that they can be 3-hole punched without cutting out any of the text on the left.

•	Fixed a bug in Letters à One Letter and Letters à Mass Mailing where the Browse button used to select a word processor document file with your merge codes in it would not work properly, and you had to instead type in the full pathname for that file.

•	Fixed a minor bug in Maintenance à Donation Categories, Maintenance à Donor Category 1 and Maintenance à Donor Category 2 - none of them showed their lists of categories in alphabetical order. However, the lists were already in the right order in the drop-down fields used for data entry.

•	Improved the installation program to resolve a problem for users with Windows Vista, when they are upgrading from version 2.70 or lower, where the newest version of their previous database file would not be converted to the new format.

•	Added a new menu option, Database àDelete All Data, which does that - delete all data in your database. This would rarely be used, but can be used to help with restoring backups from version 2.70 or earlier.

•

Changed to using the embedded version of the Firebird Database, instead of the previous Sybase Adaptive Server Anywhere (ASA) database. If you have a previous version of DONATION, the first time you start this new version, you will be prompted to let it automatically convert all of your data from the old database to the new database. (The new Firebird database file is named DONATION4.DB, whereas the old Sybase ASA one was named DONATION3.DB.)

•	Unlike with the old Sybase ASA database, it is not currently possible with the new Firebird database to move your database to a different computer on a local area network and use it remotely on that computer. This will be possible in a future release, using the full multi-user version of Firebird.

As part of the change to Firebird, several changes to database fields were made, and several other related changes were made, as follows:

•

Added a 2nd Organization Name field in the Maintenance à Organization Info window, which is intended for use by Quebec organizations that have both an English and a French name. Receipts for users in Quebec (identified by picking one of two relevant options in the Maintenance à Receipt and Letters Options window), will have both names printed on their receipts, if they have both been filled in.

•

Changed the lookup of Donors in the Donor List which is done by typing in a Member/Envelope #, so that it waits until you have typed in the entire number before it goes to the donor with that number. Previously, if you typed in "1", for instance, it would go to the first donor whose Member/Envelope # started with "1", which was not very helpful. Now at that point it will only go to the donor whose Member/Envelope # is exactly "1".

•

Replaced the optional donation field called "Fair Market Value", which corresponded to the total amount of a donation when the donor received something in return for it (e.g. at a fundraising dinner, where they receive the dinner). Previously the "Amount" field was meant to be the amount that the donor could claim on their taxes (excluding the value of the thing they received, which the Canada Revenue Agency calls the "advantage"), and the "Fair Market Value" field was the total amount they actually gave. Now, instead of "Fair Market Value" there is an optional "Eligible Amount" field. When this is displayed, the main "Amount Field" is now called "Total Amount", which should be clearer. To put this another way, the "Amount" or "Total Amount" is really the same as the old "Fair Market Value", and the "Eligible Amount" is really the same as the old "Amount". You do not have to enter an Eligible Amount unless it is less than the Total Amount.

•

Canadian receipts now comply with the Canada Revenue Agency's guidelines for what it calls "split receipting". New wording was added to the receipts when the donor has received an "advantage" (something in return) for their donation, which is indicated by entering an Eligible Amount which is less than the Total Amount. There is an option in the Maintenance à Receipt and Letters Options window that enables entering the Eligible Amount.

•

Made some changes and additions to the merge field names for Letters à Mass Mailing. In particular, the field "year" is now named "year_number" in all letters; in the Receipt letters the field "ytdtotal" is now named "ytdtotalamount"; and some fields for eligible amounts have been added. This may require some adjustments to any mail-merge letters you have been using, though only if they included those fields.

•

Backup files now have an extra file extension added to them, e.g. DONATION4.DB is normally backed up to DONATION4.DB.GBK, and they are not exact copies of the database file they backed up. (In fact, they are smaller, but they do contain all of the same information.) They cannot be just copied back in order to do a restore - you must use the Database à Restore option.

•	Added a popup calendar to the Donation Date field, which can be used either for entry, or for checking if you are not sure of the current date format. You can also still just type in the date.

•	The program now prompts you weekly (or at another desired frequency) to backup your database. You can set the desired frequency of reminders to Never, Daily, Weekly or Monthly, by using Database à Backup Reminder Frequency.

•	Fixed a bug in both Letters à One Letter and Letters à Mass Mailing, where if you clicked the Browse button to select a different input word processor file, the File Open dialog box that came up did not take you to the Letters directory under your installation directory.

•	Fixed a minor bug, where after deleting either a donor or a donation the focus did not go back to the Donor List, so you couldn't immediately use the cursor movement keys to move to another donor, or do a find by typing the first letters of a last name or a member/envelope number.

•	In the Evaluation and Licensing window, changed the wording of the button "Request Paid or Free License for your Organization" to "Request License Key for your Organization", for clarity.

•

Fixed a very minor issue in the window used to preview donors or donations to be imported with Database à Import Donors or Database à Import Donations, or data to be merged with Letters à Mass Mailing, where pressing ESC when viewing that window would do the import or the merge, rather than cancelling it as ESC should do.

•	For Windows Vista users, the program must now be run by a user that has Administrative privileges. This prevents problems with some features not working properly, for instance Database à Switch Database.