DONATION version 3.41 final beta

February 2nd, 2012

Hello again DONATION beta testers. I have just uploaded what I hope will be the final beta test version (Beta4) of DONATION 3.41 to the usual http://www.software4nonprofits.com/pretest.htm page.

The improvements in that version include some final cleanup and fixes to the new Internet backup feature (which I’ve already separately sent emails about, to those of you who informed me they were testing it). But also the following:

  • The Database -> Import  Donors window now allows you to also import the Donor Category 1 and Category 2 fields, which previously could not be imported.
  • For users with @earthlink.net email addresses, who are using the first window of Maintenance -> Email Sending Configuration and basing it 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 -> Donation Categories menu option or the Maintenance -> Donor Category 1 or Donor Category 2 menu option. Now you get a nicer error message.
  • Added a check for adding a 2nd Paid By value with the same name, in the Maintenance -> Donation Paid By Values menu option.
  • Fixed a bug in the Database -> Import -> Donations menu option, where Donation Categories containing single quotes (or apostrophes) cannot be imported.

As usual, any comments on these changes, or testing results, will be greatly appreciated. I plan to release this as an official version on the DOWNLOAD page on the website on the weekend, and start sending all users emails about it next week.

Thank you.

DONATION version 3.41 Beta, with Internet Backup

January 25th, 2012

I have gone ahead and implemented a version of Internet Backup, as discussed in my earlier blog post DONATION Backup to the Cloud. It is an optional addition, at the end of each regular backup, and is strongly encrypted using a password that you supply (which is forced to be a strong password). The backup goes to a password-protected area on my web server, in Vancouver, where the password is based on the one the user supplies.

There are also a number of other nice new features, and bug fixes, in this version. One that will stand out is that all File Open or File Save dialog boxes are now new-style dialog boxes, and they all have Help buttons that give help on whatever feature they are part of.

Full details of all of the changes are on the www.software4nonprofits.com/pretest.htm page, from where you can download this beta test version and try it out.

I would greatly appreciate any testing you can do on this new version, and Comments back to this blog post (or private emails if you prefer) with your testing results, positive or negative. That includes, if you have the time and interest, commenting on the Help topics describing the new Internet Backup features.

By the way, you will notice that for this beta test version, you have to download the appropriate full installation file, for the Standalone, Lite, Network Server, or Network Client version. For technical reasons (having to do with putting up with a larger download for this version 3.41, to prevent larger update downloads in all future versions) there is no smaller update version available.

Thank you all in advance for whatever testing you can do, and comments you have, which will help make sure this version is as good as possible for all users.

DONATION version 3.40 w/ Backup Changes

December 12th, 2011

Hello DONATION beta testers. I have made the changes discussed in the blog posting http://www.software4nonprofits.com/blog/2011/12/donation-backuprestore-changes/, and our comments to it.

They are now ready to be tested, as part of version 3.40 Beta1, which you can update to at http://www.software4nonprofits.com/pretest.htm. As usual, I will greatly appreciate any testing you can do, and your comments (positive or negative) on the changes.

A full summary of the changes is on that Pretest download page, below the download link. In brief though, it includes renaming the backup files to include the date, plus a sequence number if you make more than one backup per day; warning the user clearly if they are restoring an older backup on top of a newer database; giving an option to retain only the last “N” backups in any one backup directory; and a few other small changes.

I have not done anything yet about my backup to the cloud idea, discussed in the other blog post from last week, because I have not yet found a suitable cloud storage service in Canada, to satisfy privacy concerns for Canadian users.

Thank you!

DONATION Backup to the Cloud

December 8th, 2011

Hello again DONATION advisors. Thanks to all of you who responded to my post yesterday about proposed backup and restore improvements.

Unfortunately, I thought of something else significant after making that post, which I’d also like to ask you about.

I considered this some time ago, and rejected it in favour of the email backups option I added, but I’m again considering adding an option to backup to “the cloud”, i.e. remote Internet-based storage. It might be on my own web server, or I might use a service like Amazon’s S3 (Simple Storage Service).

The idea would be that as an option, following every regular backup, an encrypted version of your backup would also be sent to the online storage. Obviously this would slow things down, depending on your Internet speed and the size of your database backups, but it would give an additional enormous level of security for your backups.

One big concern would be distinguishing everyone’s backups from everyone else’s. My thought is that the first time you went to use an online backup, a special guaranteed unique ID would be generated for you, and stored in your database. That key would be used to identify your backups online. It would also be transmitted to me (the first time) so that if you somehow lose everything on your computer and all local backups you have made, you can request the key from me, re-enter it into a new copy of the program, and then retrieve that online backup.

There are a couple of options for how the encryption could work. Obviously, it would have to be based on an encryption key.

One option is to just have you provide the key, and also store it in your database for re-use each time you do an online backup (or restore). That’s like how the current email backups work – you provide the key, and if you forget it, you are completely out of luck. It would be the same with this. (I would not suggest that you send me the key – I should have no access to your data.)

Another option would be for me to have a secret way of generating the key from your unique ID, and just use that generated encryption key.

Both methods are succeptible to cracking (though with significant difficulty!). If someone knew your unique ID, they could enter it into a copy of DONATION, and get back your encrypted database. At that point, with the first option (you provided the key), standard methods could be used to guess obviously bad keys (like “password”!) which some percentage of users always use. With the second option (I create the key in a secret way from your unique ID), a very skillful programmer might be able to reverse engineer my program to determine what my secret way was.

And of course, anyone with access to your current database could also get access to your backups stored online. But that doesn’t seem like a big concern, since they already have access to your current database!

There are also privacy concerns in terms of national legislation like the US Patriot Act, which as I understand it gives the US government the right to inspect any data that is stored in the USA, and to demand any required encryption keys from the data’s owner. Apparently there is somewhat similar legislation here in Canada, and Canadian privacy legislation may forbid the storage of such information in the USA. One option with Amazon’s storage is to store the data in their facility in Ireland. I’m guessing that could cause slightly longer transmission times, but might address this issue. Or perhaps users just aren’t that concerned – generally the IRS in the USA or the CRA in Canada would have the right to audit you, including seeing any donation information, anyways!

My web server is in Vancouver, so storing the data there (or in some Canadian cloud storage provider) would at least eliminate the Patriot Act concerns.

Because there is a cost to online data storage (though it’s quite minimal!) I don’t see retaining unlimited numbers of backups from each user online. Perhaps the last 3?

Any thoughts about all of these points, and the general idea? Many thanks!

DONATION Backup/Restore Changes

December 7th, 2011

Hello again DONATION advisors.

I’ve had three or four users relatively recently report missing data within the current year, like “I’m missing all of June and July’s donations, but the ones after that are there”.

Given that there is no feature in DONATION that could possibly mass delete donations like that, the only possibility I can imagine for a situation like that is that at some point in August say, they accidentally (or on purpose, but not understanding what they were doing) restored a database backup from the end of May, didn’t realize that lost them their June and July data, and then just continued data entry from there.

So, I’m working on ideas for some changes to make this less likely.

The first has to do with backups. Currently if your database is the default one, DONATION4.DB, the default backup name you are offered is DONATION4.DB.GBK. You can change that (as long as you leave the ending of “.DB.GBK”), but I’m sure most people don’t.

My idea is to change the default backup filename to be based on the current date, e.g. DONATION2011-12-07.DB.GBK for today’s backup (on December 7, 2011). It could still be changed if desired.

There are two advantages to this. The first is that it will be obvious how old a backup is, that a user is trying to restore (as long as they figure out the YYYY-MM-DD date format, I guess!). The second is that unless the user does something about it, they will have a bunch of backups stored, from all different dates, and each backup will not overwrite the previous one that was stored in the same location.

However, that last point is also a potential disadvantage, as those multiple backups could start filling up whatever storage they were storing it in, e.g. their hard drive or a USB memory key. However, for most users a backup is at most a few megabytes, so it would really take a long time for this to be an issue given the large size of today’s storage.

One option would be to do what some other programs do, and have an option to keep only the last N backups, where they specify the number N (like, last 10 backups). But personally, I think you never know how old a backup you might need. So I’m not sure whether this is a good idea or not.

There could also be an option (on the same window as the one for changing the Backup Reminder Frequency) to go back to the old naming convention, leaving the date part out of the backup filename. But I’m not sure that’s a good idea, as the advantages of the new naming are significant, and the users can always erase the date part from the filename each time they do a backup, if they feel strongly about it.

If I added one or both of the options mentioned above to the Backup/Restore -> Backup Reminder Frequency window, I’d probably rename that menu option to Backup/Restore -> Backup Options.

Now, on to restores. What I’m thinking is that when you go to restore a backup, the program will first open up that backup and find the latest donation date in it. It will compare that to the latest donation date in your current database, and if the backup’s data is older than your current data, it will give a message about it, including stating what each of those two dates is. If the backup data is at least one month older, the message could also say something like “You are about to restore data that is N months older than your current data.” And then of course ask whether they really want to do the restore.

Any thoughts about these changes, and the possible options mentioned above (let them go back to the old backup naming without the date part, and let them specify a maximum number of backups to store in the same location)? As usual, you can Comment on this post to give me your thoughts, or just email a reply. Thank you in advance!

DONATION companion products questions

November 15th, 2011

Hello again DONATION advisors.  (For those of you who are also beta testers, my apologies for two posts in one day!)

I have found four products or services that I feel could be useful to at least some of my users, or someone else within your organizations, and am working towards an email to all users in the USA to recommend these products. (I’m restricting it to users in the USA, at this point, because two of the services only work there.)

The products and services are:

  • CauseVox, at www.causevox.com, an affordable online fundraising platform with social-network-like features available. (USA only for now.)
  • PerfectTablePlan, at www.perfecttableplan.com, a simple and affordable Windows program for doing table planning for any form of seated event with tables, such as formal fundraising dinners.
  • PayrollCentral USA, at http://www.payrollcentralusa.com, an affordable and very easy to use online payroll processing system. (USA only.)
  • NetMinistry, www.netministry.com, a relatively inexpensive service for designing and hosting an attractive website, with a content management system that you can use to maintain the site yourself, for churches or other organizations.

The last three of these are already listed on the Links page on the Software4Nonprofits website.

I would appreciate your comments, about the products themselves, and about the appropriateness of doing something like this. I would not intend to email users about companion products in this way more than once a year.

One final question relates to the fact that in all of the cases, I will be receiving some form of commission for sales that come from my users. This forms another revenue stream for my business. However, I would not be recommending any of these products and services if I had not checked them out thoroughly, including checking references, and did not feel they would be of good use to at least some of my users. At least two of the products/services will also be offered with some discount to my users. (N.B. I am still waiting to receive and check references for NetMinistry, and I know the author of PerfectTablePlan so do not feel a need for references.)

One very specific question I have though, is an ethical one. I’m not clear whether or not I should mention in the email to my users that offers these products that I will be receiving commissions on the sales made to my users. I sort of think I should, but am not 100% clear on this point. Any opinions?

As always, thank you in advance for any comments you post, or email replies.

DONATION v. 3.39d Released

November 15th, 2011

I have just released version 3.39d of DONATION to the website, and you can upgrade to it with the regular Help -> Check for Updates menu option.

However, as with version 3.39 that I wrote to you about a few weeks ago, there is nothing crucial (for most users) in this version, so I’m not going to announce it to everyone. I will add its list of features into the announcement of whichever is the next version that I do announce to all users.

Having said that, I would very much appreciate your comments on the changes, and your testing results if you have a few minutes to test the changes. Here is what was changed:

  • Added a new mail merge code «else», that can optionally be used between the «if:FIELDNAME» and «endif» codes, to provide alternative content.
  • 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 some problems in the conversions from Membership Plus and Church Assistant.

I would particularly appreciate it if you could test creating a sample receipt, with the Receipt -> Current Donor Sample menu option, to ensure that the completely new calculation I added to determine the font size of your Organization Name on the receipts works for you.

As always, thank you in advance for any Comments you add in response to this blog post. Emails are also fine!

New DONATION slogan?

November 5th, 2011

Hello DONATION advisors. I’m becoming uncomfortable with the DONATION / Software4Nonprofits slogan (also called a “tagline”), which is “Simple. Powerful. All you need.”

The first two parts of it are true, in my opinion.

The last part, “All you need”, is only really true if you add the phrase “for tracking your donors and donations and issuing receipts”. But the more reasonable interpretation is that I’m trying to say it’s all the software a church or charity’s Treasurer needs. Which is certainly not true – they also need an accounting program.

I do realize that DONATION is used by many other types of volunteer and staff person, like Financial Secretaries, Envelope Secretaries, etc., who may or may not also be the person who uses the accounting program. So for some of them, DONATION may be all they need (other than software virtually everyone has, like Word etc.). But the phrase “All you need” could also be taken to apply to software needs of the charity or church as a whole, in which case again, it’s clearly untrue.

I’m having trouble thinking up something to replace the slogan with though. I rather like the format of three words or short phrases, and wouldn’t mind keeping the first two. But I’m not sure what to replace the third with.

Any bright ideas? I’m also of course open to completely different ideas, like just one sentence or phrase for the slogan. And also open to other opinions / reactions to my current slogan.

As usual, if you post your thoughts as a Comment to this blog post, that will be good because others can then also comment on it. But direct email replies are fine too!

Many thanks.

DONATION v. 3.39 released, but not announced

October 22nd, 2011

I have just released version 3.39 of DONATION to the website, and you can upgrade to it with the regular Help -> Check for Updates menu option.

However, because there was a release only about a month ago that was announced to all users, and there is nothing crucial (for most users) in this version, I’m not going to announce it. I will add its list of features into the announcement of whichever is the next version that I do announce to all users.

Having said that, I would very much appreciate your comments on the changes, and your testing results if you have a few minutes to test the changes. Here is what was changed:

  •  The Find Donor window (Ctrl-F from the main window / Alt-F from One Date Batch Entry) 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 Tools -> Register by Email 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 -> Merge Duplicate Donors menu option.

The change to the Tools -> Register Online window, to forward the information to the REGISTER page and let the user submit it, rather than submitting it directly by email, may have you wondering why I added that extra step. The reason has to do with tracking marketing efforts.

If you come to the www.software4nonprofits.com website from a marketing source, say a Google ad on the right-hand sidebar, a bit of text is added to the URL to show where you came from, for instance it might change to “www.software4nonprofits.com?source=GoogleAd”. That source information is then stored in a cookie in your web browser, and when you register using the REGISTER page, the same value is retrieved from the cookie and sent to me as part of a registration information email. That way I know you found DONATION through that Google ad source, and if you buy the program, I can see whether the money I’m spending on Google ads is worth it!

When the old Register by Email function in the program submitted the registration directly by email, however, it was impossible for it to access that cookie, so there was no way for it to transmit the fact that you found DONATION through a Google ad. And so it took away from my ability to assess the value of my marketing dollars. By making the new Register Online function in the program forward the registration back to the REGISTER page on the web site, the cookie is now accessible and I get that information, just as if you used the REGISTER page directly in the first place.

As usual, thanks in advance for any comments or testing results you can share with me!

Finding Donors by Phone # or Address

October 2nd, 2011

At the request of a user, who has a large number of his donors having the same last name (and doesn’t use envelope numbers), I have added finding by Phone number or Address to the Find Donor window (Ctrl-F or File -> Find Donor from the main window).

If you have a moment to try it out, you can find the beta test version of that at http://www.software4nonprofits.com/pretest.htm.

Other than “what do you think of that”, I do have one specific question for you. The exact same Find Donor window is used by the One Date Batch Entry window as by the main window. One thing that is now a bit weird about that (and which I mention in the revised Help page for Finding a Donor) is that this means you can search by Phone # and Address  on the One Date Batch Entry window, despite the fact that those fields are not displayed.

My initial thought is that there is no big downside to leaving this in, and some users with unusual data (like the one I created this new feature for) might actually find it useful. But an obvious small downside is that it’s potentially confusing, and having searched by Phone # or Address, you still have to check that the one it found is correct. And you may not be able to check that successfully, if you say have two donors named “Smith, John”, with different phone numbers and no envelope numer. You would just have to trust that the program found it correctly.

There are actually a few further improvements in Find Donor in this version, beyond the new fields. The first is that you can search on more than one of the four fields (Name, Number, Phone and Address), and choose between joining any conditions on those fields by “and” or “or”, with a “Use Or” checkbox. (It defaults to being unchecked, so “and” is used.)

The second improvement is that for the fields other than the Number (member/envelope #) field, you can use the “%” symbol in a search string to represent “anything”, i.e. any number of characters. For instance, “Cooper%Dan” will find “Cooperstock, Daniel” in the Name, or
“123%5678″ will find “(123) 111-5678″ or “111-123-5678″ in the Phone number.

Finally, for donors with both a Business Name and a Last Name and First Name filled in, the Name field will search on either of those fields. (Previously it would search only on the Business Name, for donors that had one, or on “Last, First” for all other donors.)

As usual, please leave a Comment on this blog post, or email me, with any testing results or thoughts on these changes. Thank you!