SAGE FUNDRAISING Sage Fundraising 100 – Rainbow...

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  • Sage Fundraising 100 – Rainbow Edition Version 7.0

    SAGE FUNDRAISING

    RELEASE NOTES

    Proprietary Information These documents and the information they contain are proprietary to and considered a trade secret of Sage

    Software and shall not be copied without the authorization of Sage Software.

  • Table of Contents

    Contents Overview ..........................................................................................................................1 Version 7.0 New Features and Enhancements.............................................................1

    Adhoc .......................................................................................................................................... 1 Campaign .................................................................................................................................... 2 Constituents/Profile Information .............................................................................................. 2 Designations/Funds................................................................................................................... 2 Endowment and Grants............................................................................................................. 3 Extras........................................................................................................................................... 5 Financial Data ............................................................................................................................. 5 Import .......................................................................................................................................... 6 Job Queue................................................................................................................................... 7 Miscellaneous............................................................................................................................. 7 Reports........................................................................................................................................ 8 Utilities......................................................................................................................................... 8 Volunteer Module ....................................................................................................................... 8

    Version 7.0 Resolved Issues..........................................................................................9 Adhoc/Groups/Criteria............................................................................................................... 9 Awards....................................................................................................................................... 10 Campaign .................................................................................................................................. 10 Constituent/Profile Information .............................................................................................. 11 Designations/Funds................................................................................................................. 12 Endowments and Grants......................................................................................................... 14 Events........................................................................................................................................ 16 Financial Data ........................................................................................................................... 16 Forms......................................................................................................................................... 18 Import ........................................................................................................................................ 19 Job Queue................................................................................................................................. 20 Miscellaneous........................................................................................................................... 20 Projects & Tasks ...................................................................................................................... 22 Reports...................................................................................................................................... 22 Solicitation Manager ................................................................................................................ 24 Utilities....................................................................................................................................... 24

  • Overview

    Overview

    The following is a list of new features, enhancements and fixes that have been applied to Version 7.0 of Sage Fundraising 100 - Rainbow Edition software. More information regarding these changes is available in the online help distributed with your Sage Fundraising 100 - Rainbow Edition 7.0 system.

    This guide is divided into sections based on Sage Fundraising 100 - Rainbow Edition version and revision. Within each version or revision items are divided into enhancements and fixes. The description of each item is followed by a number in parentheses. This number is an internal tracking number.

  • New Features and Enhancements

    Version 7.0 New Features and Enhancements

    Adhoc Adhocs: allow integration of selected Adhocs into the Run/Reports menu

    You can now integrate selected Adhocs into Run/Reports using the Add to Run/Reports menu option. (6219)

    Data being truncated in criteria prompts

    In criteria prompts for asset pool codes and endowment IDs the field was not wide enough, causing descriptions to be truncated. The fields have been widened to allow users to view the full description. (5169)

    Add Last Run fields for adhoc reports/export/merge

    The Adhoc reports manager and the group manager views have two columns -- last edited by, and last edited, which only show when someone edited a report, not whether a report has been run. Three columns have been added to the view - "Last Run By" and "Last Run Date" and “Number Times Run” - in order to help identify groups and adhocs that are no longer being used. (6331)

    Expose Credit Card Expiry Dates as redundant unencrypted field in Accounts Table for Adhoc / Criteria purposes

    The credit card number and expiry date were stored as one value and encrypted together. Sites may need to report on the expiry date e.g. to alert donors when they have an upcoming scheduled payment with a credit card that will expire before the payment date. The fields have now been separated for reporting purposes. (6334)

    When entering campaign year in Adhoc/Grouping/Criteria and Adhoc prompts the year needs to appear in descending sequence when presented in a dropdown list

    Years now sort in descending order. (6335)

    Criteria window - Change default for yes/no fields from no to yes

    When one of the criteria items that requires a yes or no (Address Usage, Agency, Current, etc.) was selected, the default value in the choice was "No". Since the majority of times the preference is to use “yes”, the default was changed from “no” to “yes”. (6355)

    Adhoc -- Field description adjustment in Export Layout and Composed field windows

    The same field can be included multiple times in the same source but with different formatting options. For example, you could have "Acknowledgement Type (Code)" and "Acknowledgement Type (Description)". In the Export Layout and Composed Field Add/Edit windows, these fields would both appear just as "Acknowledgement Type". The formatting options are now visible, and therefore more distinguishable. (5896)

    New adhoc sources were added

    The following new adhoc sources were added to the system:

    SOED Credited Event - the event that the parent solicitor credit record links to

    NASOED Solicited Event Attendances - the event attendances for which this constituent has solicitor credit

    NASOME Solicited Memberships - The memberships for which this constituent has solicitor credit

    NASOPL Solicited Pledges - the pledges for which this constituent has solicitor credit

    NASOGI Solicited Gifts - the gifts for which this constituent has solicitor credit

    NASORV Solicited Receivables – (Common Receivable Data) - the receivables for which this constituent has solicitor credit. (6479)

    Sage Fundraising 100 – Rainbow Edition v.7.0 Release Notes 1 April 2008

  • New Features and Enhancements

    Campaign Campaign GL Account listing report modifications

    The GL account listing report, accessed by clicking the Print button on the Campaign GL Interface window, has been modified to use standard heading and footings. Also, the Account Number field now wraps to a new line if it is too long. (6131)

    New option for selecting default plus 1 in adhoc and group criteria

    When specifying criteria using the campaign year, there is now a checkbox for specifying the Default Year +1. Previously, this option only allowed for selection of the default year minus, minus 2 and so on. (6196)

    Constituents/Profile Information Add Corporate window: ‘Language Preference’ field added to Detail tab

    A ‘Language Preference’ field has been added to the Detail tab of the Add Corporate window. (6181)

    Addres