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DOL Changes |
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One of the advantages of a web-based software is that changes can be made frequently. Those changes can then be made live almost immeditately. In an effort to keep our customers up-to-date on those changes we will keep a log below beginning on May 14, 2008. Check back often to find out what is new in DenariOnline. |
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7/22/2008 |
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Sharathon Phone Scripts: There are 3 scripts that are
available for the phone volunteer to read when speaking with a caller. The
Donor Survey has 3 new fields at the bottom of the screen called Script1, Script2 and
Script3. Script 1 is displayed while on the survey pages. That is the first
page (the page where you enter in the Donor Information) and the potential
duplicate page. Script 2 appears on the PLEDGE page and script 3 appears on the
Confirmation page. |
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7/15/2008 |
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Sharathon Active Phones: We have made some changes to the SAT volunteer interface.
When a user enters his/her initials or name to login a record is now created in a table. The record has a status of WAITING which means the volunteer is waiting for a call. A new button called "Start Call' is on the first screen. This button will change the status of the record to ONPHONE. When a cancel button is hit on any of the SAT pages, the status of the record is set to WAITING. And when a the Submit Pledge/Gift button is hit and just before the thank you page is displayed, the record is set to WAITING.
This tracks how many phones are open and waiting to receive calls. This inofrmation is available via the Challenge Tracker page. A new row of data is on the Challenge tracker page that lists the total number of volunteers logged in and the number of volunteers that are waiting for a call and the number of volunteers that are on the phone. The total number of volunteers is a link that will open a new window that will display the names of the volunteers and their status. From this page, the volunteer can be logged out.
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6/20/2008 |
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Donor/Gift Import: The Donor/Gift Import has a new
validation rule. The new rule requires that a donor record have one or more of
the following fields ORG_NAME, FIRST, and LAST_NAME. If a record has ALL 3 fields empty, the record will be rejected. |
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6/20/2008 |
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Name Record Save: The process for how a name record is saved has been changed. Upon saving a donor record a new check is made to see if the account # is correct. If the account does not exist or if it is ZERO, then the account number is corrected. |
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6/20/2007 |
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Missionary Name Import: The Contact Name and Email fields have been added to the Missionary Name Import spreadsheet. The list of fields can be found on the Missionary Name Import screen. |
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6/19/2008 |
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Company Name: The Company Name in the banner has been removed. |
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6/19/2008 |
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Online Community/Premium Pricing: Fields have been added to the Premium screen to allow for variable pricing. These fields allow the user to define up to 4 ranges with a special price for each range. |
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6/16/2008 |
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Online Community/Suspect User List: We have changed the way we merge a SUSPECT OLC user into the matching ORIGINAL DONOR record.
The old action for username and password was always use the SUSPECT version because it was assumed to be the most recent data entered in by the user. The new action for username and password is to use the ORIGINAL DONOR data if it exists and if it does not exist, then use the SUSPECT DONOR data. |
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6/16/2008 |
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Online Community/CC Communication: OLC was rewritten to use the .NET version of APIs available for Ministsry Linq and LinkPoint to improve communication for Credit Card donations. |
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6/9/2008 |
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New DenariOnline Logo: A new DenariOnline logo was added. |
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6/2/3008 |
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Missionary Reports/Anonymous: A new report has been added called 'Missionary Detail Run (No Anonymous Gifts)'. This report will run reports previously set up in Missionary Detail Report Setup, however, any donations marked Anonymous in the gift record will NOT show the donor's name but will show the word 'Anonymous' instead. |
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6/2/2008 |
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Missionary Module/Anonymous: Several changes were made to the Missionary Interface to accomodate 'Anonymous' Gifts as follows:
- When the donor's name is selected from the list of names on the left, that donor's statistics will not reflect the anonymous gift(s). Anonymous gifts will be included, however, in the overall statistics for that missionary in the upper right corner of the page.
- The 'View Gifts' link found on the donor's name record produces a Detail List of gifts given by that donor. That report has been changed to NOT show his/her anonymous gifts.
- The PDF report at the top of the page has been changed. It continues to show anonymous gifts but shows the donor's name as 'Anonymous'.
- The XLS report at the top of the page has been changed. It continues to show anonymous gifts but shows the donor's name as 'Anonymous'.
- The CSV report at the top of the page has been changed. It continues to show anonymous gifts but shows the donor's name as 'Anonymous'.
- The 13-Month report at the top of the page has been changed. It continues to show anonymous gifts but shows the donor's name as 'Anonymous'.
- Name Segmenter has been changed. When using the the 'Donor Giving Statistics' section to produce a list of names based on giving history, anonymous donors will not be included in the output.
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5/28/2008 |
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SOLG: Previously, when a person made a pledge in SOLG and tried to give a gift at the same time and that gift attempt failed, the donor was returned to the SOLG_CONF_12 template. If they pressed the continue button again a duplicate pledge would be created.
I’ve change SOLG to not return to the SOLG_CONF_12 template in the event of a gift failure. Now the donor is taken to the SOLG_THANKS template. This template has a new merge field that when a gift error occurs will hold the gift error text. The name of the field is [#ERR_MSG#]. |
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5/28/2008 |
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Ministry Linq CC Message: The way we interpret the “Server Not Responding” error for Credit Card attempts using Ministry Linq has been changed. The system now interprets a “Server Not Responding” error as an ATTEMPT with an UNKNOWN result. Before it was treated as a NON-ATTEMPT or failed attempt.
This means that when one of these gifts is in a batch the batch will not be able to close and will require a manual check to verify the existence of the transaction and the status of the transaction. |
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5/28/2008 |
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OLC: Now uses the PLEDGEACKNOWLEDGEMENT template for donor confirmation of all OLC pledges. |
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5/22/2008 |
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NAME SEGMENTER: Under the Misc. tab the “Remove Bad Addresses” check box has been replaced with a “Bad Addresses” Combo box. The new combo box allows for 3 options:
- Keep All Addresses [No filter at all on deliverable flag]
- Remove Bad Addresses [Deliverable flag must = 1.] Equivalent to checking the check box in the old interface.
- Keep Bad Addresses [Deliverable flag must =0.]
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5/14/2008 |
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Gift Summary By Fund (fav) Report found on the Gifts Overview page has a filter change. The report takes an optional Gift Segment parameter. If NO Gift Segment is passed a DEFAULT filter is assumed. The OLD DEFAULT filter did NOT filter on the Gift Type (Adjustment, Original, or Normal). The NEW DEFAULT filter will ONLY SHOW Normal Gifts. |
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