In yesterday's post, I showed a few new features in the upcoming release of GiftWorks. I thought a little more peeking at some of the new features might be welcomed...

Labels and Envelopes by Household

GiftWorks can print labels and envelopes pretty easily...but some of you have noted that our quick-print labels and envelopes are not able to use household information. In the soon-to-be-released update to GiftWorks, you will be able to utilize the household information in the quick print labels and envelopes. Here is how you will be able to do it:

In this example, Steve and Vicki Fafel are part of a household. They each have their own address and the household has its own address.

Start the process to print lables

Notice the labels are printed for each member of the household with their respective addresses

By clicking on the "Group by household" checkbox, the labels are reproduced for the single household and its address

Selective Transaction Posting

Some use GiftWorks to post their donation transactions to accounting software such as QuickBooks, Peachtree, etc. By selecting a date range, a group of transactions can be identified for posting. In the new update, users will still be able to choose a date range to identify transactions but will also be able to selectively include/exclude transactions from the post. The following screen shots show you how:

Start the posting process

Choose the initial options

Choose the transactions you want to include or exclude from your posting process

In future posts, I will focus on some of the latest changes to GiftWorks that will enable you to get the most you can out of GiftWorks.

It's been a while since I last posted an entry...and it's been for good reason (kind of). For some time, I have been working on developing and preparing an update for GiftWorks 2006. If you've been using GiftWorks, and like updates, then keep reading.

The update should be released in the next couple days but I thought I might give you a sneak peek into 2 of the features that you might find helpful as you use GiftWorks to manage your information.

Reports

The first feature that we added was to reports. Initially we developed reports to be a quick review of donor and donation information but recognized that if we added a few more features, it would make report much more useful. So here's what we did for reports...

Report Totals

I think most of you will be excited to have the ability to show report totals. Here is a peek what is will look like:

Group Totals

We have also included the ability to view totals for each group (and the ability to combine that with report totals).

Adding Donations and Pledges to Mailings

We have received a number of requests to be able to add donations and pledges to the Donation and Pledge Thank You Letters mailings. This is helpful when you need to resend a large amount of thank you letters or acknowledge donations that were imported or that were previously entered into GiftWorks. In the Mailing Center, if you manage the Donation or Pledge Thank You mailing, you will be able to add donations and pledges to their respective mailings as shown here:

These are just a few of the improvements that you will see in the upcoming update to GiftWorks. Remember that we always appreciate new suggestions which you can submit anytime by clicking on the Make A Suggestion link at the top of your GiftWorks window.