Archive for the ‘DONATION Beta Testing’ Category

Please test DONATION v. 3.38 Beta2

Wednesday, July 13th, 2011

Hello again beta testers.

I have a new version that I’d appreciate your help with testing. As usual, you can download it from http://www.software4nonprofits.com/pretest.htm

You will note that both the update installs (e.g. donupdtBeta.exe) and the full installs (doninstBeta.exe, or doninstNetServerBeta.exe and doninstNetClientBeta.exe for the network versions) are available on that page.

If possible, I’d really appreciate it if you first did the update install, tested the PDF changes (described below) and then did the full install and tested them again. The reason is that there is a new version of the novaPDF printer driver in the full install, and I’m not entirely clear whether it has anything to do with why my PDF fixes are working. (I can’t really go back and test it with the old version at this point.) By testing the update first, with the program changes but no new novaPDF, you are confirming that everything will work for both updating users and new users.

The biggest change that I’d like you to test in this version is that I 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. (N.B. this was never a problem for mail-merge letters or receipt, so you don’t have to bother testing them.)

Here are the other changes and fixes:

  • Changed Reports -> Receipt -> 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 -> Main Window Options), both the Total Amount and the Eligible Amount of each receipt appear on that report.
  • Changed so you can email both Individual Donation and Donor mail-merge letters. (Previously those two types couldn’t be sent by email, although all other types could.)
  • Fixed a bug which could happen when you email any mail-merge letters or receipts created with Letters -> 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.

There’s one other thing I’d like you to check, if possible, which has not been fixed. I happened to notice that when I run Reports -> Donor -> Category 1 Totals, it displays fine on the screen, but when I print it to my printer, it gets cut off part way through the report. If I save it to PDF, the PDF looks fine on screen too, but if I print that, it gets cut off in exactly the same way. (Which to me suggests a bug in my printer, not DONATION.) If you could just try printing that report and let me know whether it’s OK, I’d appreciate it. And if it’s not OK, what make and model of printer do you have?

Thank you all, as usual! Your testing always helps ensure a more solid product for all users of DONATION.

Drop Save/Load SQL from Reports Window?

Tuesday, June 14th, 2011

In thinking about adding the Memorized Reports feature, which I wrote about earlier at http://www.software4nonprofits.com/blog/2011/02/memorized-reports/, I’m wondering whether I should drop the Save SQL and Load SQL buttosn from the reports-viewing window. (N.B. I’m not thinking about dropping the Open SQL File and Save to SQL File from the Database -> SQL Select window.)

There are a few reasons I’m thinking about dropping those buttons from the reports-viewing window:

  • I have hardly ever heard from anyone who uses them.
  • The most likely reason to use them is to add a custom sort or filter into the SQL itself, so that it can be retrieved and re-used later. But that need will be satisfied by the features of the new Memorized Reports.
  • There are a lot of buttons on that window – if I add a “Memorize” button, dropping two other buttons leaves it less cluttered.

Having said that, there would still potentially be complex things that could be done with the Save SQL and Load SQL buttons on the reports-viewing window that could not be done with only Sort and Filter. However, in most cases those same effects could be reasonably replaced with reports/SQL created through Custom Reports, or directly through Database -> SQL Select.

So please get back to me if you have ever used this feature and do not think it would be sufficiently replaced by the ability to memorize reports with custom sorts and filters.

Thank you.

Membership Plus conversion to DONATION done

Wednesday, May 18th, 2011

Further to my earlier post at http://www.software4nonprofits.com/blog/2011/04/membership-plus-database/, I want to let you know that I have completed coding the conversion of data from Membership Plus (versions 5 through 12) into DONATION. (Actually, only about 5 of those versions have been tested, but the missing ones can be added as needed.)

The current release of DONATION, 3.37b, includes the conversion routines. When you start DONATION for the first time, if Membership Plus is installed, you will be prompted to convert your data from it. Or, you can convert later with the Database -> Import -> From Membership Plus menu option. I haven’t made a general announcement to all existing DONATION users of this new version, because it is more of interest to new users than existing ones.

As well as converting the basic organization info, it converts the Membership Plus members to donors, funds to donation categories, and contributions to donations. The last two years of contributions are converted.

PAR imports; Wincrafters purchase

Friday, April 15th, 2011

Hello DONATION beta testers and advisors. I’m writing about two things: a beta-test version that includes importing data files from the United Church of Canada’s PAR (Pre-Authorized Remittance) service, and the purchase of the business of a smaller competitor (Wincrafters).

If anyone is using the PAR service, you may already be receiving with your monthly information about the donations they are processing for you, a text file containing details of those donations. (This is as opposed to a readable report on them.) If you aren’t receiving the text file, you can request it from them. If you have that file, you can now import it directly into DONATION, as long as all of the donors have envelope numbers that PAR knows about.

If you want to try this, it is in the beta-test version 3.36b Beta1 available at www.software4nonprofits.com/pretest.htm. As usual, if you do test this, please let me know how it goes!

The other interesting news is that I have recently completed what is basically a purchase of the business of a smaller competitor – another one-man church software business, but he is 71 years old and ready to retire. The software is The Church Assistant from Wincrafters.

The way the deal works is that he has written to all of his about 300 users, informing them of his retirement, that he will be stopping selling The Church Assistant immediately, and stopping supporting it in 6 months, and encouraging them to switch to DONATION (which has been enhanced to convert much of their data after installation). I’m offering them DONATION at a 50% discount for the first 6 months, to make this a less painful switch. And I also get his mailing list, so I can follow up further with those who haven’t switched. If course, there’s a cost to me - in essense, he gets a 50% commission on all sales to his former users, for the first year. Hopefully this will be profitable for both of us, and in addition, it stops his users from being left without support, on an orphaned product, after his retirement.

There is a special website for Wincrafters The Church Assistant users considering switching/upgrading to DONATION, at http://wincrafters.software4nonprofits.com.

If you have any comments, as usual please just Reply to this blog, or email me if you don’t want your reply to be seen by others. Thank you!

Anyone have a Membership Plus database?

Friday, April 8th, 2011

Hi folks. Does anyone have an old Membership Plus database, from before you switched to DONATION, that you could share with me? (Of course, I would keep it completely confidential.)

I’m trying to figure out whether it might be possible to have a built-in importing routine for basic data from Membership Plus, like organization info, donors, donation categories and donations. (I’ve just done one for another application, which I will write to tell you about shortly, and that – along with an inquiry from a current Membership Plus user – got me thinking about this.)

Even if you have an old Membership Plus database and don’t feel you can share it with me, if you could tell me the filename (or filenames) of the database, and/or possibly let me do a remote control session on your computer to look at the files myself, that might be helpful.

Thank you.

DONATION Beta Version 3.35 – Pledging etc.

Friday, March 11th, 2011

Hello DONATION beta testers. I have a big new version for you to check out, if you have a bit of time.

The biggest set of changes relate to multi-year pledging, as largely described in the earlier post http://www.software4nonprofits.com/blog/2010/09/multi-year-pledging/, though certainly some changes were made from the suggestions there. One addition that as I recall wasn’t mentioned there is an option to do single year pledging with more details (a start date, and a donation category for the pledge, so that only donations made in that category are considered to be fulfilling the pledge).

But there are some other excellent changes and bug fixes as well. I think the best is the ability to have Duplicate or Corrected receipts created that aren’t marked with the words “Duplicate Receipt” or “Corrected Receipt”, if the original wasn’t yet sent to the donor. Another goodie is the ability to delete the latest year if you haven’t yet entered any donations in it, if you decide you switched to it / created it too early. Also, logo and signature files now automatically come with you when you move the program to another computer, and are automatically shared with all computers on a network when you use the network version of DONATION.

As always, you can get the new version from the page http://www.software4nonprofits.com/pretest.htm. Details of all of the changes are on that page, and of course in the Revision History page in the Help (which has links to all of the other pages in the Help that were changed or added).

Please let me know any comments you have, positive or negative, about the new changes, via a Reply to this blog post (or if you prefer by email). Thank you!

DONATION Bug in 3.33b Beta Fixed

Wednesday, December 22nd, 2010

For those of you who downloaded the beta version of DONATION 3.33b in response to an earlier post, I have to tell you that a slightly nasty bug was just caught in it. If you try to use the Email/Print button on a statement report or receipt, you get an error message at the end.

This bug has been fixed by version 3.33c, which I uploaded to the regular web site (not just as a beta version) yesterday. You can upgrade to it with Help -> Check for Updates.

Because of the impending holiday season, I’m not planning on sending an email out to all users about this version until early in January. For those of you for whom this time of year is special, best wishes for the Christmas season!

DONATION Beta 3.33b; Draft new Website

Wednesday, December 15th, 2010

Hello DONATION beta testers and advisors.

First of all, I’m working on a significant revision to the web site. It’s not all done, but you can see the progress at www.software4nonprofits.com/new. The significant changes are a new introductory splash page, replacing the top bar and side bar menus with a top-bar drop-down menu on the rest of the pages, and a new quick links section at the bottom of each page.

Any comments?

Next, I’ve added a few cool features since version 3.33 that I last wrote to you about, and released a beta version as 3.33b Beta3. As always, you can download and try it out from www.software4nonprofits.com/pretest.htm. Here’s what’s in it:

  • 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.
  • 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 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.

If you have any comments on those changes, or testing results (positive or negative) I’d love hear them too. I’m especially pleased about the first two points above.

Thanks.

Beta Test DONATION Version 3.33

Thursday, December 2nd, 2010

I am going to be releasing a fairly minor new version to the web site shortly, though because it is so minor I don’t plan to send an email to all users about it. (It will still be available via Help -> Check for Updates, of course.)

If those of you who can spare a few minutes could give it a quick test, to make sure I haven’t missed anything, it would be much appreciated (and of course a service to the many other users of DONATION, if you help save them from a bug!).

As always, you get this new version from www.software4nonprofits.com/pretest.htm. Here are the changes and fixes in it:

  • Moved the One Date reports, previously under Reports -> Donation, to a new sub-menu, Reports -> One Date Donation. (This was discussed in my previous blog post.)
  • Added two new reports under Reports -> 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.)
  • Added a new report, Reports -> Donation -> All Donations -> Sort by Amount.
  • 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!)

Thank you.

Running the Network version of DONATION over the Internet

Tuesday, October 26th, 2010

I have just proved to myself what I suspected for some time, which is that it’s possible to run the Network Version of DONATION over the Internet, so that you can access it from multiple locations. I’ve written a Support Forum article on it, and I’d be very much interested in any comments you have on this idea. To some extent, I feel that it addresses part of why some users would prefer web-based software, namely the fact that you can access it from multiple places.

Here is the entire post from the Support Forum:


Hello DONATION users. This is Dan Cooperstock, the author of DONATION, with what I hope will be some helpful information.

Under limited circumstances, it is possible to run a Network Version of DONATION over the Internet, rather than in the usual setup of having it installed only on several computers on a local area network within your office. (I.e. users can access the same database installed in your office, from their homes.) However, you will almost certainly need assistance from a network support person to get this working. (I cannot talk a person that isn’t familiar with networking issues and router configurations through this!)

The first requirement to do this is that you have a server (or non-server) in your office, which can be accessed via a static IP address and/or an Internet-accessible hostname, on which you can install the Network Server version of DONATION. You will have to leave that computer always running (though DONATION doesn’t have to be running on it) so that the other computers you want to access DONATION on over the Internet can access it.

Technically, the computer running the Network Server version of DONATION could even be a home computer, but then you would have to leave it on at all reasonable hours when someone else might want to access the database. And also, Internet speeds on home computers are often slower than those in your office.

If the computer you want to run the Network Server version of DONATION on does not have a static IP address or Internet-accessible hostname, you can use free or inexpensive services such as www.dyndns.org or www.no-ip.com to set one up.

Next, as usual with the Network version of DONATION, you need to follow the instructions in the Help topic on “Network Versions” to open up your firewall on that computer to allow incoming accesses on port 3050.

Assuming that computer is behind a router, you need to use the router’s user interface (usually web-based) to allow for port forwarding of incoming requests on port 3050 to that computer running the Network Server version of DONATION. Some router software may call that something like enabling application support.

Once that is all set up, install the Network Client version of DONATION on whichever other computers you want to install it on, as long as they have high-speed Internet access. Presumably this will be some of your users’ home computers. When that installation program prompts for the hostname for the network server computer, give it the correct hostname, as discussed above. (You can alternatively give it the IP address, but only if that is a true static IP address.) If everything has been set up correctly, those remote instances of DONATION should then work, accessing the database on the computer in your office that is running the Network Server version of DONATION.

Please note that because the data access is over the Internet, even with a high-speed Internet connection this will run significantly slower than the normal Standalone version, or even the Network Client version installed on another computer in your office.

In my testing, I was not able to also have additional Network Client versions of DONATION within my own local area network work successfully accessing the Network Server version’s computer via its external hostname (which I established via www.no-ip.org). I had to set it to the internal hostname of the Network Server version’s computer, and then it worked fine.

If you are going to do this, you absolutely must put a password on your database, via the Database -> Change Password -> Program Entry Password menu option, and optionally also set the other passwords there if you use them. That is because anybody that knows the hostname of your Network Server version’s computer could install the Network Client version of DONATION on their computer and access and modify your DONATION data, as long as they could get past any password prompt it gave them.

Also of course if you are going to do this, you need to purchase a license for the Network Version of DONATION.