April 20, 2006

  In this Issue:

  1. Your Feedback Changes Our Software!
  2. Hot Tip: Radio Buttons in the Custom Report Generator
  3. Fuel us with Feedback!
  4. Focus on: Custom Exports
  5. Submit to Complete Campaigns!

Thanks to Your Feedback

Dear Friend,

We're not going to name any names, but those of you who put in requests for some fine features should be seeing the fruits of your effort. You know who you are. Here are our most recent software updates:

1. Updated Speed of Custom Report Generator
Many queries involving financial transactions will now run much faster.

2. Calendar Upload now allows specifying an event type.

3. Link to Spouse now autofills the lastname for the search.

4. Revised Standard Detailed Report
Added more financial transactions, pledges. Removed blank sections & generally cleaned up the report.

5. Added more checking to the changed transaction report.
Now includes changes in amounts, accounts and reporting codes.

Hot Tip - Radio Buttons in the Custom Report Generator

It's a rare occasion that we don't label something in the database. Usually we try to give you a definitive label so there are no questions about what a button does in the system. This is one of those occasions when the label would be much larger than the button.

You may have noticed these tiny, little buttons.

They appear in the Query Details area of the Custom Report Generator after you have built your query in the Custom Report Generator and clicked the Add to Query button. Radio Buttons.

They're called radio buttons because about a million years ago in old car radios, you pushed one button, the dial moved. When you pushed another, the first choice was dropped and the dial moved again. (I only remember this because my dad's truck only had AM radio and it was torture to drive with him).

When you click one of our radio buttons, that piece of the query will populate in the Query Builder (when you click another radio button, the first one will disappear and be replaced by the piece you just clicked). This can be helpful in two ways:

1. If you've made a mistake in the middle of your query, you can click on the radio button for that piece of the query, make you corrections and click Update Selected.

2. If you have a big piece of a query and you have to add a similar piece, you can click on the radio button, change what you need to and click Add to Query to add the new piece.

Hopefully this has helped you figure out a better way to correct your reports, or build more complex reports. Either way, maybe this has solved the mystery of those little buttons. In the meantime, if you have an idea on a simple label for this area, feel free to pass it along to us!

Fuel us with Feedback!

We love hearing about how much you enjoy using Our business is built around serving our clients' needs. Your comments and concerns fuel us in serving you with outstanding products and customer service. Please send anything you have to say about to Jessica Wong.

Thanks for fueling us to be a better company.

Focus On: Custom Exports

Focus On is our new series of email tutorials. We will show you a way that you can export data into a .csv file(which can be opened in Excel). It is used in combination with our Custom Report Generator and some Standard Reports.

Click here to view this month's Focus On.

As always, if you have questions about what you've read in our Focus On, we encourage you to call us and get additional training. Our support staff is always happy to provide you with the information you need.

Submit to CampaignGuide!

We're always looking for new content and articles for our CampaignGuide. We'd love to hear from you, since we know that our clients are the most talented people in the business. If you decide to share your expertise with us, we'll include your contact info and a web link to your business with your article. Review our CampaignGuide and please, don't hold back if you have material that needs to be covered!

Please e-mail all submissions to Jessica Wong.


610 Gateway Center Way, Suite K
San Diego, CA 92102



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