We made navigating more convenient. Clicking the “Donors” tab now goes back to the page you last looked at. So for example if you are on page 5 of your donors, and you go away from that page to look at a donor record, the next time you click the donors tab it will jump right to page 5. If you’re on page 5 to begin with, and you click the Donors tab, it will take you right back to the beginning. This also works for the “Donations” tab.
We’ve beefed up our “Export to CSV” feature. It now exports more fields for you to use. New export fields include the donors’ average donation amount, largest donation, smallest donation, total donations for all time, and total donations this year.
We removed “Export to Excel”. Because CSV files can be easily opened in Excel, and Excel files are hard to generate, we decided to drop the Excel export. Also, this gives us one less thing to maintain, which means we can focus on more important things. Now, if you want to export your database in Excel, simply click “Export to CSV”, and then open the downloaded file in Excel.
We fixed an error when importing donors. Previously, if your import included a donor with a company name but no personal name, then the personal name would be incorrectly set to the company name. This has been fixed. Also, now if you import a donor with a company name but no personal name, then the “Is a company” checkbox will be checked by default, indicating that the donor represents a company (or organization) rather than an individual person.
Have a great Thanksgiving holiday (for you Americans)! The rest of you, have a great week!
- Ryan Heneise
Donor Tools developer/creator
