What’s New In DonorQuest 7.6
DonorQuest 7.6 includes some significant enhancements as outlined below. If you are upgrading from a version of DonorQuest earlier than 7.5 (the previous release), you should also consult the various “What’s New…” documents, available on the DonorQuest website. The version of DonorQuest you are currently running is always shown in the upper-left corner of the main DonorQuest window. Here’s an overview of the new features in DonorQuest 7.6: Here’s an overview of the new features in DonorQuest 7.6:
Ability To Favor Selection Results
As you may know, DonorQuest allows thousands of Selection Results to exist, and they are in a single window shared by all users. Now within the Selection Results window, there is a new button which allows you to personally mark a selection result that you would like to have quick access to without having to search for it. Essentially, you will be able to maintain a personal list of the Selection Results you use most frequently, and this list is tied to your DonorQuest user account, so each user can have their own list. When you favor a Selection Result, it will turn blue and remain blue between sessions until you unfavor it, as shown here:
Ability To Filter Selection Results Window
The Selection Results window now has a new, “Filter View By” option allowing you to filter the results which are shown. You may choose to see only your favorite selections, favorites for all users, favorites for a specific user, or all the results not favored by anyone, as shown here:
Here is how the display would look showing, “Your Favorites” when user Paul is logged in:
Flex Find Added To Selection Results Window
The Selection Results window now has a new, “Flex Find” option (shown above) allowing you to filter the results based on keywords or phrases which occur in the Selection Description, User Name, or Table columns. This serves as a complement to the Find and Next buttons which also allow you to search for keywords and phrases in selection descriptions, but do not filter the display.
First Letter Search In All Columns Of Data Grids
Now you may do simple searches on any column of any data grid. Simply move the highlight to the column you wish to search and type a letter or number. This is a very simple search, only looking at the first letter of data values in the column you’re searching. It’s not meant to replace any of the advanced forms of searching, such the Flex Find or the Progressive Search of the Main Information window, but rather it is a quick way to navigate the grid windows which do not have an explicit way of searching reserved for them. For example, if you are looking at a donor who has a lot of donations, and you would like to browse through any donations with a Stimulus code of SPRING, simply place the highlight in the Stimulus column and repeatedly press the “S” key. The donation display will scroll as the highlight moves from row to row, jumping from one Stimulus code starting with “S” to the next.
Titles And Suffixes Now In Salutation1 Autofill
The auto-fill formula built into DonorQuest for Salutation1 (the formal salutation) now includes the primary and secondary donor’s title and suffix if present. As always, you may override the auto-fill as needed on a case-by-case basis, and DonorQuest will keep your changes.
Autofill For All Salutation Fields Now Customizable
While DonorQuest still has the built-in formulas it uses to auto-fill Salutation 1 and Salutation 2, and they work well for most organizations, now those formulas may be replaced with your own, and you may even set an auto-fill formula for Salutation 3 now. To customize the Salutation auto-fills for your organization, click on Configure, Program Settings, which looks like this:
Notice that we have a single formula for Salutation 2 auto-fill, and we left the formula for Salutation 1 blank so that DonorQuest will use its internal formula for that. The new “Name Joiner” option allows you to specify the joiner to be used between the primary and secondary donor. Normally “And”, “Or”, or “&” is used here. If left blank then DonorQuest will default to using the “&” symbol with its internal auto-fill formula for Salutation 1.
Easier To Customize Your Window Preferences
It has always been possible to adjust column positions in the various spreadsheet-style windows in DonorQuest by clicking and holding down the left mouse button on a column header and dragging left or right. You could also do a right-mouse-click on any column title and turn on or off the display of a column using the resulting pop-up menu. While this is fine for simple on-the-fly customizations, making wholesale sweeping changes was cumbersome using this method. Now there’s a new way to easily edit your window display preferences. When you click on User, Change Your Window Column Preferences, you will see the following:
The User’s Guide now has samples of all 400+ standard report layouts we offer, along with a description and tips for how each report is meant to be used. This helps you to visualize how reports will look without actually having to run them. The report samples are grouped into separate topics by the DonorQuest table each report is designed to be used with. You’ll find this all here in this section of the DonorQuest User’s Guide: All of the hundreds of sample screens in the User’s Guide have also been updated to reflect the great look and customizations possible in Windows. While the online (cloud) version of DonorQuest always presents a uniform appearance whether it is run on an Apple Mac, Windows PC, tablet, etc., the in-house version will adapt to the look and active theme of the version of Windows it is run on. While DonorQuest is fully compatible with Windows 10, Microsoft has chosen to severely limit customization options in Windows 10. Last but not least, DonorQuest now has a new icon which looks like this:
The, “Configurable Windows” pane shows all of the windows in DonorQuest which allow customization. As you scroll through the window names, you will see the, “Available Fields” pane update to show all of the available fields (columns) for the currently highlighted window. The, “Selected Fields” pane shows the fields (columns) which will actually be displayed for the window. You can use the Add button to move Available Fields to Selected Fields. The <
User’s Guide Also Updated With New Sample Screens
New DonorQuest Icon
