What new features have been introduced from DonorWise 3.4 to 4.1?

Troy Wolbrink — Tue, 08 Nov 2022 23:15:36 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 11/8/2022 11:15:36 PM

The DonorWise help manual was written for DonorWise 3.3. Since then, DonorWise has had several new major versions released:

DonorWise 3.4 (2016)

Import Contacts from Text, added option to: "Automatically detect duplicate contacts (no prompts)".
Added "Run Query..." under Tools menu for report writers.
Added "Year End Detailed Receipt" report.

DonorWise 3.5 (2016)

Added option for certain Flow Thru organizations to be "not assessable".
Added per-designation option to use default donation GL account for assessment and transfer journal entries (useful for balance sheet accounts).
Added ability to override Assessment GL account for designations marked to use default donation GL account.

DonorWise 3.6 (2017)

Added ability to override GL acct for Payment Type Assessments for designations marked to use default GL acct.

DonorWise 3.7 (2017)

DonorWise 3.8 (2017)

Added "Year End Detail Receipt".
Added System Setup option to allow per-donor option of "Year End Receipt Only".
Donor tab has new check box "Year End Receipt Only" that appears if option is turned on in System Setup.

DonorWise 3.9 (2018)

DonorWise 4.0 (2018)

Added support for integrating with DonorHub's Give Site.
Import Contacts from Text:
- can detect duplicates when targeting the 'Contact ID' field.
- can detect duplicates when targeting the 'Search Names' field.
- can now merge updated info when a duplicate is detected.
Batch Import:
- added "Donor Search Names" as an alternative way to map to donor.
- added "Designation Search Names" as an alternative way to map to designation.

DonorWise 4.1 (2020)

DonorWise 4.1 was a significant new version with many foundational changes.
All the new things in DonorWise 4.1 are covered here.