Introduction To DonorQuest
Starting DonorQuest
DonorQuest.com
The DonorQuest Menu
File Menu
Donor Menu
Selections Menu
Reports Menu
User Menu
Configure Menu
System Menu
Window Menu
Help Menu
Initial Setup
Local Area Network Usage
Enabling The Server Component
Disabling Open File - Security Warning
Your Organization Information
User Account Setup
Adding and Deleting User Accounts
Changing A User's Rights
Controlling Tab Access
Changing Your Password
Viewing Your Access Rights
Changing Your Personal Settings
Changing Your Window Column Preferences
Donor Default Field Values
Donation Default Field Values
Campaign Goals
Setting Up Coded Fields
Editing A Specific Code table
Importing Codes
Auto-Expanding Code Tables
Quick Start Guide
DonorQuest Datasets
The DonorQuest Toolbar
Open Files Button
Gifts Button
Pledges Button
Memos Button
Extra Addresses Button
Linkages Button
Notepad Button
Scheduled Contacts / Grants
Stored Files Button
Creating Selections (Querying)
Print Button
Dashboard Button
Campaign Statistics
Donation/Pledge Statistics
Donation Graphs
Donor Metrics
The Dashboard
Entering Information
Finding Donor Records
Adding New Donor Records
Editing Donor Information
Header Table
Donations Table
Batch Donation Entry
Pledges Table
Memos Table
Extra Addresses Table
Linkages Table
Scheduled Contacts Table
Stored Files
Memorial Gifts
Selections
Creating A Selection
The Range Filter
Total For Range Filter
Specific Lists And Profiles Filter
General Conditions Filter
Demographics Filter
Duplicate Check Filter
Pre-Defined And User-Defined Filters
Working With Selection Results
Printing Reports
Printing Labels
Exporting Data
Finding Past Results
Deleting Past Results
Mass Data Replacement
Mass Data Deletion
Refreshing And Rebuilding
Operations Between Selections
Tracking Solicitations
Reports
Sample Main Reports (Part 1)
Sample Main Reports (Part 2)
Sample Donation Reports (Part 1)
Sample Donation Reports (Part 2)
Sample Pledge Reports
Sample Memo Reports
Sample Extra Address Reports
Sample Linkage Reports
Sample Contact Reports
Standard Report List
Creating and Editing Report Layouts
Options Tab
Groups Tab
Fields Tab
Labels
Printing Labels
Print Options
Creating And Editing Label Layouts
Main Address Block
Extra Address Block
Graphs
General Ledger Process
Running the General Ledger Process
Accommodating User-Specific Donation Batches
Importing
Donor Data
Preparing An Excel File For Import
Report Layouts
Label Layouts
Selection Definitions
Field Groups
Import Mappings
Code Tables
Exporting
Donor Data To A File
Donor Data Directly To Excel
Donor Data For Mail Merge
DonorQuest Component Objects
Automated Export Actions
Program Settings
ID And Receipt Numbers
Fiscal Year Settings
Alternate Unit Settings
Custom Auto-Fill For Salutations
User-Defined Fields
Available Functions
Abs()
AddMonth()
AddressAbbreviate()
AddressExpand()
AllTrim()
Asc()
At()
Bom()
But_First()
But_Last()
CaseNormalize()
CDOW()
Char_Filter()
Chr()
CMonth()
CityForZip()
CityValidForZip()
CountyForZip()
CountyValidForZip()
CToD()
CurrentFY()
Cushion()
Date()
DateWithinFiscalYTD
Day()
DaysIntoFiscalYear()
Decode()
Descend()
DonValFor()
DOW()
DToC()
DToS()
Empty()
EOM()
FiscalYearOf()
GetDate()
Get_Token()
IDLookUp()
If()
InFiscalYear()
InLists()
Int()
IsAlpha()
IsDigit()
IsLower()
IsSolMCFormat()
IsUpper()
Julian_Date()
LargestDonFor()
LargestPlgFor()
LastDayOM()
Last_Token()
Len()
LinkedDonorFor()
Lower()
LTrim()
Max()
MemoTextFor()
Min()
Month()
NamesOfStoredFilesForDonor()
NthSolCode()
NthSolDate()
NthSolDLFollowUp()
NthSolNumFollowUps()
NumYrsADonor
OrgNameToID()
PadC()
PadL()
PadR()
PhoneNormalize()
PlgValFor()
PostalCodeDistance()
PrintImage()
ReportCol()
ReportColSum()
ReportLine()
ReportPage()
Replicate()
Round()
RRPrinted()
RRProcessed()
RTrim()
Seconds()
SoftCount()
SoftSum()
Space()
Sqrt()
StateForZip()
StateValidForZip()
StoredFileCountForDonor()
Str()
StrTran()
Substr()
Sum_In()
Time()
Token_Pos()
Token_Count()
UGet()
Upper()
UPut()
Val()
XAdValFor()
Year()
ORG...()
System Maintenance
Auto-Set Next Available Donor ID
Auto-Fill Empty Salutation And County Fields
Recompute Totals
Recount Active Records
Check For Orphan Donations
Check For Duplicate Donor ID Numbers
Check For Unlinked Selection Result Tables
Renew Pledges Due for Renewal
Writing Off Pledges
Remove Archived Donors From Active Area
Remove Intervening Blank List Codes
Rebuild Zip Code Table
Delete Temporary Files
Delete Duplicate Memos
Running A Local Backup
DonorQuest Server Status
Shutting Down The Server Component
Index Files
Purge Buffer Tables
Purge Posting File
Purge Report Cache
Purge Server Queue
Packing Tables
Table Integrity
The Event Log
What Was New In Previous Releases
What Was New In DonorQuest 7.8
What Was New In DonorQuest 7.7
What Was New In DonorQuest 7.6
What Was New In DonorQuest 7.5
What Was New In DonorQuest 7.4
What Was New In DonorQuest 7.3
What Was New In DonorQuest 7.2
What Was New In DonorQuest 7.1.2
What Was New In DonorQuest 7.1
What Was New In DonorQuest 7