List of Major Improvements to Donarius® Church Management Software (Also known as Donation Tracking Software or Donor Management Software)
Version # Date	Description
2.43 Oct 12/2004	Information on all receipts that are issued will be saved to a separate file (RECEIPTS.PHF) and you can run a "Receipt Summary" which lists them. You have the option of showing only the donor's name or both their name and address.
2.47 Dec 22/2004	You can design your own tax receipts. This means your receipts can: have items placed wherever you want include any graphics file have a personalized letter of any length have different font styles and sizes include any field from the donor database be personalized for different donor types, donor characteristics, payment methods, etc.
2.48 Feb 1/2005	Tax receipts in Canada, have been changed to comply with new Canada Revenue Agency requirements. All receipts now show the address of a page on their website that has info about charities: www.cra.gc.ca/charities
2.50 Mar 10/2005	You have the option of backing up some previous years donations and deleting them from your current files.
2.54 July 7/2005	When restoring data you have three options: replace all your data with data from the backup add new donors/donations from the backup to your current files view the data on the backup
2.57 Oct 5/2005	You can print personalized letters without doing a mail-merge. You design how you want your letters to look, select who you want to send them to, then print them.
2.57 Oct 5/2005	Similar to letters, you can send personalized emails.
2.57 Oct 5/2005	Because of the personalized letters and emails, it means that for each person you must indicate how they prefer being contacted by email and mail. Go to the Add/edit donors window and you will see two boxes that say Prefer Email Contact at: and & Mail Contact by: (they are below the telephone #) Here are the email choices you have: Any email Home email Work email Other email None and the mail choices are: Mail FAX None Donors who are set to mail or FAX will get letters. Donors who are set to mail will get labels and envelopes. Donors who are set to a specific email or Any email (and have an email address) will get an email.
2.59 Dec 5/2005	You can now select those who donated and pledged or those who donated but did not pledge. This can be done on these reports: donations by donor donations by date with one donor per page labels/envelopes letters emails When doing these reports you will see a list box with these choices: donors who gave and pledged donors who gave but did not pledge donors who did not give but pledged donors who neither gave nor pledged donors who fall short on their pledges donors who fullfilled their pledges You can choose any combination of the first four or one of the last two. If you don't have any pledges, your choices will be only: donors who gave donors who did not give
2.63 Jan 4/2006	There are more options when you want to re-assign envelope numbers. Donors can be sorted by surname or envelope number before giving them a new number. You can also have different ranges of envelope numbers for different kinds of donors.
2.68 Mar 10/2006	Tax receipts can be printed for only those people who gave a certain amount or more. (Eg: $250.00 or more)
2.68 Mar 10/2006	While entering donations, you can move the cursor from the envelope # or donor # box to the category box by pressing the TAB or ENTER key. You can move the cursor from one category to the next by pressing the TAB or + key.
2.70 Apr 21/2006	Pledges can be paid weekly, bi-weekly or bi-monthly (twice a month).
2.72 June 9/2006	Donors can be searched for using a phone # or a postal/zip code.
2.73 July 6/2006	The order of categories shown on reports can be changed.
2.74 July 28/2006	You can now break a category into sub-categories. For example, your Missions category could have these sub-categories:     Missions:Africa     Missions:China     Missions:Local
2.75 Sept 8/2006	You can print receipts for up to 3 different donors on one page.
2.76 Sept 14/2006	On a church directory you can choose which phone numbers and/or email addresses to show.
2.76 Oct 3/2006	Pre-authorized deposits (P.A.D. or E.F.T.) can be done monthly, bi-monthly, bi-weekly or weekly.
2.79 Nov 28/2006	When doing reports, can omit or include "gifts in kind" because they are now considered a payment method.
2.80 Dec 8/2006	The donor type of a spouse can be recorded separately so that you will get the correct count of the number of donors.
2.80 Dec 8/2006	Personalized letters can show how much a donor pledged with details such as how often they will give and to what category.
2.80 Dec 19/2006	Added a donor statement that shows donations weekly, instead of quarterly.
2.82 Feb 5/2007	Improved checking for duplicate donors. Different versions of the first name will be considered to be the same. For example, Robert, Bob and Bobby will match and so will Janet, Janice and Jan. Added the option of checking for duplicates using only the same last name, street and postal/zip code.
2.84 Mar 7/2007	When doing a backup, you have a choice of backing up to a disk, CD, USB drive or any folder on your computer. You can also create folders that have the date of the backup as part of the name. When you restore data from a backup you can restore from any drive or folder.
2.85 Mar 29/2007	"Gifts in Kind" have a value to be applied toward a pledge, but on tax receipts you can show a zero value.
2.87 Apr 20/2007	When doing mailings (labels, letters or emails) you have the option of including donors who are in a certain city or town. Check numbers can be up to 9 digits long.
2.90 June 15/2007	Runs on Linux using CrossOver. Reports and windows can use another word to indicate a pledge. For example: promise, committment or estimated giving.
2.91 June 25/2007	Customized reports can include a pledge reminder chart which shows how much they: pledged per year, month, week, etc. should have given from the start of the pledge need to give to fulfill their pledge pledged for the entire pledge period need to give to fulfill the entire pledge When entering donations paid with coins, can indicate the number of each coin size.
2.92 July 17/2007	Categories can be added/edited while entering donations. Labels, envelopes, letters and emails can be sorted by country and province/state. A new report was added so you can get a list of how many donors are in each province/state.
2.93 July 26/2007	When entering donations, a donor can be found by looking through a list which shows each donor's name and address. A new command was added to custom receipts and letters so you can put a box around a group of items.
2.94 Aug 24/2007	When exporting data, Donarius will remember your settings so you don't have to set them again next time you export data. 'Gift in Kind' tax receipts can be customized just like regular tax receipts.
2.95 Sept 10/2007	Reports can be scrolled using the wheel on your mouse.
2.96 Sept 27/2007	Reports can be customized by putting any of the following at the top or bottom of each page: today's date page # church/organization's name church/organization's address a logo or image
2.97 Oct 11/2007	Reports can be customized with any text at the top or bottom of the report. Records a membership expiry date for charities. A characteristic for a donor can be automatically selected when certain events happen. This can then be used to print a letter for that donor. These are the events that you can pick: the donor is added the donor starts using numbered envelopes the member expiry date changes (used by charities only) the donor starts using pre-authorized deposits (P.A.D.) the donor makes their first donation the donor type changes. (eg: the donor becomes a member) On custom reports, the color of text can be changed.
2.98 Nov 1/2007	Pay only for the modules you want! Donarius has been split into a base version and various optional modules, each of which can be purchased separately.
3.01 Dec 10/2007	Tellers who are allowed to add/edit donors, will be able to view and print labels and letters for mailings. They can also send emails. Only letters/emails without donation amounts can be viewed.
3.06 Feb 29/2008	For mailings, can choose donors who were added to the database in a given date range.
3.07 Mar 10/2008	For mailings, can choose donors who are outside of a given city/town, province/state or country.
3.08 Apr 4/2008	A characteristic for a donor can be automatically un-selected when certain events happen. A characteristic can be selected or un-selected when a donor is exported or imported.
3.10 Apr 17/2008	Tellers can be allowed to add new donation categories.
3.11 May 16/2008	On the return portion of a custom tax receipt or letter you can include a code that combines a donor# with a donation category. This will speed up the entry of donations for a particular category when the donor sends another donation. When entering the donation,you just type this code in the Donor# box and the cursor will automatically move to the correct category so you can enter the amount. If this is printed in a barcode font, you just have to scan the barcode.
3.12 May 23/2008	Donors and donations can be imported from a report that lists each donor's donations.
3.13 June 13/2008	Added a new module to help you keep track of various relationships between donors, such as: Family relationships (parent/child, husband/wife) Someone is sponsoring someone else. One person is praying for someone. A person is in authority over another (eg: manager, elder, small group leader)
3.14 Jun 25/2008	Added a report of donors with a birthday in a given range. For example, to show all donors with a birthday in March you would enter a range of Mar 1 to Mar 31. When entering a birthday the year can be given or omitted. For example if a donor was born on Mar 25, 1975 you can enter it as Mar 25 or Mar 25, 1975.
3.18 Sept 9/2008	Mailings can be done for those donors who have a birthday in a given date range.
3.19 Sept 18/2008	Mailings can be done for those donors who have a certain relationship with other donors starting in a given date range.
3.20 Oct 3/2008	Report headers/footers can have the current time. Custom receipts, letters and emails can have a list of how much was given to each category, in the date range selected.
3.21 Oct 30/2008	The donor list can be sorted by when the donor was added to the database. Mailings and the "Donations by Donor" report can choose only those donors who gave a certain amount. The amount can be the total given during a time period, a single donation or an amount pledged per year. Membership expiry date will be automatically updated when membership fee is received.
3.24 Dec 16/2008	Donations by Donor can be: sorted by age and grouped into age ranges. grouped by gender when you have a donor characteristic for gender Reports can default to start on Jan 1st or start of fiscal year.
3.25 Jan 20/2009	You can save paper with a "One donor per page" report by having several donors on each page (if they will fit). "Gifts in Kind" in the U.S.A. have the option of letting the donor estimate the value. The tax receipt has a blank line for the donor to write the value.
3.28 Feb 20/2009	You can keep track of when and how a donor became a member. You can also record when and why a donor ceased to be a member. (For example, moved away) Those people will then not show up when you are entering donations.
3.29 Mar 6/2009	You can issue a receipt (with a receipt #) even for non-receiptable amounts. (Eg: received from another charity or for non-receiptable amounts). When entering donations, can use a key on the numeric keypad to indicate the payment method. This way you don't have to move your hand away from the numeric keypad to use the mouse. A donor can by found by typing the first three letters of the last name, followed by 1 or 2 letters of the first name. This makes it easier when you have many people with a similar surname.
3.30 Mar 27/2009	Churches can record which service or event a person donated at. Ministries and charities can record which mailing or event a person is responding to. (ie. source codes)
3.31 Apr 21/2009	Can send personalized text messages to cell phones.
3.33 May 8/2009	For tellers you can allow them to view, edit or add donors or a combination of these privileges.
3.34 May 29/2009	You can put a POSTNET barcode on labels and/or envelopes and so pay less for your postage.
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Last Modified:   May 29, 2009	Nuverb Systems Inc. 27 Lawnview Dr. Toronto, ON M2N 5J9 Canada 1-888-479-INFO (In Toronto call: 416-245-8855) Copyright © 2009 Nuverb Systems Inc.