CLARITY – System Health & Growth Strategy in DonorPerfect

I give it a second before you start.

All right, let me just see here. All right, I think we are live. So, hello, my name is Amanda Tadrinsky, and I’m a senior training specialist here at Donor Perfect, and I want to welcome you guys all to Donna Mitchell’s session, Clarity Read More

I give it a second before you start.

All right, let me just see here. All right, I think we are live. So, hello, my name is Amanda Tadrinsky, and I’m a senior training specialist here at Donor Perfect, and I want to welcome you guys all to Donna Mitchell’s session, Clarity System Health and Growth Strategy, and DonorPerfect. This session is designed for the advanced leadership user. Just a little bit about Donna. Donna has been a DonorPerfect trainer for 11 years and a trainer for 30 years in the pharmaceutical state lotteries and law firm industry. She finds joy in helping our nonprofit clients make a difference in our world daily and is evolving into a fundraising expert. If you’re in one of Donna’s webinars or training sessions, don’t be surprised if you’re dancing, listening to her sing, or answering random trivia questions. Adana believes that while learning DonorPerfect is serious stuff, the learning process should be fun and empowering. Donna is the former chairperson of Software’s Diversity and Inclusion Committee, and in her spare time, you’ll find her cooking, learning calligraphy, bird watching, or snuggling up with her sweet puppy, Angel. Just a few housekeeping items before we get started, if you have any questions, please submit them in the Q and A tab, so we can address them during the session. And all of our sessions are being recorded, and you’ll find them on the DonorPerfect website after the conference. With that said, Donna, I’m going to turn it over to you.

Thank you so much, Amanda. Hi everybody. Oh my gosh, I’m so happy to have you all here. So excited for this day. Thank you for all the love, love seeing you be here, and all the love you’re sharing with me. So, thank you. Today, we’re really going to dig into some administrative tools, so to help keep your system clean and healthy, and you’re going to learn some really cool things here, so as your organization grows, your DonorPerfect system must stay clean, consistent, and reliable, right? The session is going to help leaders and power users assess system health by reviewing configuration choices, user access, data standards and workflows that impact long-term scalability. Why does that matter? Well, small setup issues can quickly undermine reporting, staff confidence, and strategic decision making. This session gives leaders a DonorPerfect specific framework to maintain clarity and prevent system sprawl as teams and fundraising efforts grow. So, we’re going to learn a lot today, and I’m going to show you the agenda in just a moment. So, please feel free to answer in the chat if any of these resonate with you. Are you and your key stakeholders frustrated with inadequate reports that you’re running? I bet I’m going to say a whole lot of yeses. There are your gift totals not adding up. Are you sending duplicate mailings or at the end of your tax letters? No, bueno, right. And finally, would you like to know who is doing what in your donor perfect system? Well, if you answered yes to any of these, you are in the right place. Today, I’m going to share some DonorPerfect tips and tools to keep your database secure, consistently trustworthy, and clean. So, let’s jump in and see what we’re going to do today. So, first we’re going to take a look at user roles, security groups, and audit logs. We’re then going to talk about field defaults and required fields. This is going to make data entry amazing. Code tables and lookup lists. We’re also going to look at our new merge duplicates tool. It is very exciting. If you’re not excited, you will be by the end of this presentation. And then we’re going to go over some saved selection filters and scheduled reports, so you can stay on top of what needs to be done. Who’s doing what in your system? So let’s jump in and get started now. While it’s true that a nonprofit needs all hands on deck to operate, to raise money, engage donors, run reports, right, it is not the best way to handle your user management and security situation. So, how do you prevent users from creating havoc in your DonorPerfect database? That’s what we’re going to go over today. So, the first thing we’re going to talk about are user roles. And security groups, and we’re going to talk about tightening up that access in DonorPerfect. You’re going to be able to go to settings and user management, and there are some tools here where a you can create user profiles, right? So you see our user profiles here, you’re going to be able to create user groups, and then you’re also going to be able to create security filters. Now, what we.. when you take a look, we’re going to be looking at Donna Perfect. Get it all right. Good. All right. So we’re going to be talking about that, and security filters are not included with all DonorPerfect packages, but for most of them, and if you need some help, you can always ask your account manager. So, this would allow us to create those users. We’re then going to take a look at audit logs. I’m just showing you some screenshots, and then I’m going to jump into DonorPerfect, so you can see it in real time. So, the reports in user management, allow us to view login activity, and we can see that for all users or a specific user, and as you can see here, I’m able to see the login times, the logout times, if there were any forced logouts, and the IP address from which that person accessed DonorPerfect, our activity summary. This is a neat feature. It allows us to see the number of records, donor records, and gift records that have been added or modified by user.

Now, there’s a big note there at the bottom that DonorPerfect does report, does not report the actual changes, rather it only indicates the number of records affected, and we’re going to show you some reports where you can see who has created or modified those reports, those those records. So, let’s jump into DonorPerfect and take a look at user management. Now, before we even get to user management, that’s going to be under settings. Not every user should have access to user management. There’s a lot of stuff in here that would give them a lot of power, right? We don’t want to give everybody the power. So, as we’re here in user management, you’re going to see my user groups. I’m sorry, you’re going to see my users here, though. Profiles, I’m going to edit Donna Perfect, and I’m just quickly going to go through the screens. When you create a new user, by default they get all access to everything, so it’s up to you to go in and remove access. One of the things that I share with when I’m training my clients is no one should be able to delete records. No one should be able to do that. Only one or two people should have, like, the main admin responsibilities, right? So we’re going to keep that turned off. So you literally are checking boxes to give or remove access. I’m also going to jump to utilities. So, utilities is a very important tool on this toolbar here, this navigation bar, and that’s important because there’s a lot of functionality here that changes your data. We don’t want people to have access to that, and so you can simply remove that access when that person logs in, they won’t even see it on the menu. So, if they were to go here, they wouldn’t see global update, they wouldn’t see those things under settings. I always, always, always talk about code maintenance. Code maintenance is the backbone of DonorPerfect. That’s my personal opinion, and I tell my clients that if your codes are wacky, guess what, so your reports, right? We talked about Kristen talked about garbage in is garbage out, right? Same thing here. So we don’t want people to be creating codes willy nilly, right? Because we know Sadie means well, but she creates codes because she needs them, but she doesn’t look to see if she’s possibly duplicated that code, so we want to go ahead and get rid of that access for that person. There’s some other options, like parameters that we don’t want them to have, or the screen designer and user management, and I just wanted to show you that user groups. This is a really neat feature, so user groups allows you to create groups, but you can apply the privileges or remove privileges on mass, so whoever’s in that group, those are the privileges that they will have or not have. And I created this DP user group, and if I click on it, you will see these are the privileges, and once again, if I add someone to that group, they’re automatically going to have whatever the permissions are for that group. And then we have security filters. What I love about security filters, this allows you to limit the records that a. A user can see or access, you can do that on the donor level, the gift level, or the contacts level. So, what I’m going to do is go back into Donna Perfects record. I’m going to go to security filters, and you can see that I’ve applied a security filter for her to only be able to see records in the state of Pennsylvania, you can do it on the gift level, you can do it on the contact level. This is ideal for organizations that, where multiple groups or organizations are using the same database, you can actually say these are the records this group can see, these are the records that that group can see. And then user groups again, I can add her to a user group, and that would apply the user group permissions, but with user groups, you also have the ability to limit the, or I should say, update the fields, specific fields for that person, they could be read only, they can be required, and so on. So I’ll take, show you how that looks. I’m going to save that.

I’m going to go back to user management, and then I’m going to go to reports. This is my login activity report. It’s a three month report. You can look at three months back, you can change those dates, you can run this for all users or a single user, and when you run it, it’s going to show you each of the users, their login time and date, and their logout time, as well as the IP address again from which they’ve accessed DonorPerfect, and the last one is the daily activity summary, so this is where we get to see the records that they’ve, the number of records that they’ve added on the donor or gift level, or modified on the donor or gift level. All right, so you see Sean Patero has been very, very busy, he added 39 gifts, speaking with about the user groups, I do want to show you this. If I go into the screen designer, and I’m going to go to the gift screen, because I think this is something that a lot of folks don’t know. So I’m on the gift screen, and the screen designer is a wonderful tool that allows you to create fields you need, hide fields that you don’t create, user-defined fields, but I know that Donna, or this group of users, they actually let me just go find the field first. Hit him one second. I’m looking for type of gift. There we go. So I’m going to go into the type of gift field, and when I scroll down, you know, you see all the cool things here, but there is this section, user group settings, you can set a group’s user permissions, right, so they’re in this group, but look, we can set restrictions on those fields, so because this group is the group that enters gifts, sometimes they forget to enter the gift type, the method of payment. So, what am I going to do? I’m going to make that field required. And so, what will happen when anyone from that group logs in? It’s going to make that field required. I’m sorry, I didn’t. There we go. Required, and there we go. Alright, so now that when they go into there, they’re going to be, they’re going to have to, that field will be required. I’m so sorry, that field will be required for the DP user, which I didn’t do right again. That’s alright, it’s all good, and all right. So, that’s something you probably have never seen before. Check it out, it’s really, really cool, and you can set multiple fields required, right? Salutation field, all of that. Those are things you might want to do. All right, let’s go back to our presentation. And now we’re going to talk about field defaults and required fields. So, field defaults allow you to set defaults in your fields to expedite data entry. It’s going to also help you reduce errors and help ensure data is accurate and complete. If you’re manually entering gifts, you can set defaults. If you happen to know that all these gifts coming in in the next few weeks are going to be my summer appeal 2026 then we can set those defaults, and we can do it for everyone or for specific users. Required fields, as you saw, make sure that those fields are populated before the donor, sorry, before the user actually gets out of the screen, so they won’t be able to get out of the screen. They don’t do that. So, if you take a look at this giving summary by selected field report, which is a really awesome report. You see, I have it grouped by General Ledger, and you’ll see that I have $16,000 sitting out there from four donors that have no GL code. Now, if you know, like I know, the accounting person’s going to have my head if I don’t know where that money’s supposed to go, so I can make that field required to make sure that whoever’s entering gifts is entering them properly. If you take a look here in my letter, you’ll see the salutation field is missing. Oh my heavens, right? Who wants to have a dear blank comma letter sent? No.

And then in the body of my letter, you’re going to see that the solicitation code, as part of our right campaign solicitation, that field is missing, and the reason is because that solicitation code was not set as required. That person didn’t put the information in. So, make sure you make those gift fields and the salutation fields required. It’s a really, really smart thing to do, so let’s show you how to do it. Going to go back into DonorPerfect. I’m going to go to settings and defaults, so under screen defaults again, you can do it by user or you can do it for all users. Now I’m going to keep my normal one here, because that’s the system that I’m in. You’ll notice that you can do defaults for individual records on the main screen differently than you can do organization records on the main screen, so you have that capability. I’m going to go to the gift screen, and you’ll notice I have some defaults. There’s my scholarship fund for the GL. My solicitation is my annual appeal, and there’s my thank you letter. Now, can you override these when you’re entering a gift? Absolutely. But guess what, this is going to make my information much easier to enter and much more quickly. I can do it much more quickly. Alright, so I’ve done that, and now I’m going to go into a record, and if I go to add a new gift, guess what? Boom, those fields are there already filled in. Now I just have to fill in the gift amount, the type of gift, and whatever other information I need to. So you can set defaults per screen, per user, or for all users, once again, if we go back to the screen designer, you can make fields required. So, again, if I go back to, I’m just going to search for it’s a little bit easier type of gift, you There we go, so I can select specific fields, and I can scroll up, go to set selected fields to required. Yes, and just like that, my type of gift field is required. Okay, if I wanted to do it on the main for that salutation sale, there it is. Check, and you could do multiple fields at a time if you wanted to. And now, when I do that, you’ll see that my salutation field is now required, all right. All right. Be sure, if you have questions, to put them in the Q and A. Now, code tables and lookups. This is going to be a little bit different look at code maintenance. It’s not really code maintenance, but I’m going to show you some tools that allow you to see your information in a different way. So, we want you to employ conventional wisdom. Now, if you take a look at this, you’ll notice in my code maintenance I have two codes for my annual appeal 2022 That’s not good, right? Because most likely there’s going to be money in both buckets. We need to bring those together, right. So that’s something that we definitely want to do. You’ll also notice that I have two GLS, unrestricted and unrestricted contributions. How many of you raise your hand, throw up an emoji, have these duplicate codes, and we’re not judging, no judgy, no judging here, I know, but see what happens. I have money in both buckets. Somebody’s going to be looking for this money. So, what we want to do at this point is you’re going to be able to clean this up. You can either do a global update, right, global update, all unrestricted gifts. Let’s go ahead and put them in the unrestricted contributions. If you do a global update to update all the records, you want to delete the field. I’m sorry, delete the code that you’re no longer using, right? That way, no one will use it again. You can also sometimes you can’t do. A global update, because there are no real common denominators. You can actually export the data, scrub it in Excel, and then import it back into DonorPerfect to update your records. Okay, I would love to see you in training, so I can show you how to do all these cool, fun things. Here’s my giving summary by selected field again, and again, I have money in both buckets, you know.

It’s a little bit of money, but it’s still money that we’re missing. If you’re missing information, it’s likely because you have duplicate codes, and as I mentioned, limit access to code maintenance. It’s so, so important. Now, the other thing we can do is modify the columns on the search screen, as well as on the transactional screens, like the gift screen, contact screen, pledges, and so on. So this allows you to see your data before you even touch the record. When Christopher calls, I can say, “Oh, thank you so much for your last gift in April. We so appreciate you. You’re on your way to the, you know, the club, right? Because you got a lifetime total 7500 You’re getting there. In my gift record, I can see gift information right away. One of the things that I really love is to see whether or not it’s a pledge payment, right? So we can actually see that in there. So this is a global setting, so if you change any of these settings to display or modify your fields, it’s for everybody. I just want you to know that. So let’s jump back into DonorPerfect, and I’m going to go to totally lost my train of thought, oh my god, oh, the search screen, that’s right. Hello, alright, alright. So here we are on the search screen, I’m going to type in just some names, and here again, you’re going to see I have the last gift date, I have the full name and address, the last gift amount. This one has the grad school year email and donor type. I’m going to go modify my columns, and I want to make this. I’m going to call this one is going to be email, that way I can see if they have an email address. Oh, I already have it there. And then I want to see their donor total value, right? Because I want to see how much they’re giving us in soft credits and gifts. And then their donor type, really cool. You can also, if it’s a coded field like donor type, you can display the description, so instead of seeing I n, we’ll see individual or foundation, right? Once I’ve done this, you can also sort by a specific field in ascending or descending order, and that field must be listed in this in here. So I’m going to go down and save, and now it updates my information, and you’ll see there’s this total donor total value, so this is their totals of soft credits, hard credits, and pledge totals. Alright, so I can change that to see whatever I need to see. If I go into a record, excuse me, if I go into a record, let’s say I go to the gift screen again. I’m going to move this little fella. Did y’all know you could do that? Just drag that little fella out of your way. Now you’ll see here I have the gift date and amount. I have all these cool fields of information, and I can see data right off the bat, but if I wanted to modify the columns, go here, and you’ll see all of my fields. You have up to 10 fields to display, and here’s my gift date in descending order, so that means my gifts are going to be shown from the most recent to the oldest. Again, if it is a coded field, you can choose to display the description as opposed to the code. And again, this is a global feature. Oh, the Learning Center, you can just click and drag it wherever you want, so if you want it somewhere else, there you can put it there. You can move it down there. Okay. All right. Now, manage duplicates. I am so excited. I taught my first new merge duplicates class, and the clients went nuts. They loved it. Build donor confidence through responsible stewardship. If you have duplicate records and you’re sending out multiple or duplicate receipts or end of year tax letters, that is not a good look. So, what we want to do. Make sure we’re doing it, and here’s the reason. Here’s one of the reasons I have a record in here for Amanda and Kenneth, and here they’ve given us $10,030 Awesome.

Here’s their end of year tax letter for their duplicate record, where they’re at 1650 Now, what you don’t know is I have a giving tears program in my organization, and when you reach $2,500 or more, you are going to be in that club, and you’re going to get all kind of cool benefits, and we’re going to treat you and do all kinds of cool fun things with you. If you don’t make it, in this case, they don’t make it, but guess what? If I merge these records, boom, that’s the amount that they’ve given. They are now in the club, so even your reports, yes, they’re important to you, but you don’t want your donors to get two different letters and look like this. We just don’t want that. Okay, so what I’m going to do is show you the new feature. I can’t show you everything, but I can show you some cool things. So, I want to go back to DonorPerfect. I’m going to go back to my advanced search, and I’m going to look up Amanda Farewell, Amanda. If anybody can tell me what movie that’s from, you get bonus points, all right. So, I looked up Amanda, and guess what? I have two Amanda records, both Amanda and Kenneth. So, at the top of the screen, this is brand new. So, pay attention, pay attention. I can select my duplicates right from here. Oh my gosh, you can still go to utilities and manage duplicates, but look, you can select duplicates, you can go to the regular duplicate maintenance, and now we have a save for later. That way, if you need to research something, you can go ahead and do it, but I’m going to show you how to do it right on the spot, so I’m going to click on select duplicates. I’m going to put in donor ID number one, right? So I’m going to put in 713 and submit, and then I’m going to put in donor 564 submit, and now I can see the two records together. There is an option at the bottom that says, What do you want to do? Well, I can save it for later if I need to do some research. I can mark them as not duplicates, and they’ll never show up as duplicates of each other again. I can create a link if these were actually not duplicates, and we wanted to link them, we could link them as whatever, right, fellow alumni, friends, whatever it might be, or I can go and combine manually, just like we normally do, and this takes you to the screen that you’re normally used to seeing, and then you can choose which record you want to keep. The third column is that now I am of the ilk to save the older record. So, what I’m going to do is change this, and now 564 will be the correct record. This will become an alternate address on the record, and I will keep all the other information. Here’s the bonus: it combines everything, gifts, notes, contacts, everything, so you don’t have to worry about losing any data. You would click on combine, and now your dupes are done. You can do this in reports. Now you can either do it on the donor record. So, if I go back to Amanda, and I am spending a little extra time here, right? Watch this. I’m going to go into Amanda’s record, and oh, it didn’t pop up. No, George. Okay, so that’s odd. Let me try it one more time, Amanda. I’ll go into this one. Let’s see, and I think it might be the addresses, but if it detects a duplicate, it’s going to show you within the donor record, and you can resolve it right from here. Really, really cool. Super excited about this. All right, so now save selection filters and schedule reports. Now we’re not here to teach you how to create filters or do reports. What I’m going to show you are the fields you need if you want to see who has created and or modified your records. So, on each screen, each donor record on each of the screens, there is audit information. There’s even information at the very. Bottom of the screen, it tells you when the record was created and by whom, when the record was modified and by whom.

These fields can be used in filters to create a report to see who is changing and updating or adding your records. Here is my filter? I can simply go to gift pledge, because I want to see who has been modifying these gifts, because I had some records that were not right. Right, I had some gifts that didn’t have fields in it. So, here’s my gift, the modified date. I can do the modified by, which I did. Whoops, didn’t want to click that. See the modified by and the date range this month, so I can run that report and see who has modified records in that time period. Then I can create an easy report, and you’ll see that I can add these fields when the main was created and modified, when the gift was created and modified, and it shows me those users, so this is a great way for you to say, hey, you’re forgetting to put that JL code in there. Okay, so let’s take a look at that. I built the filter already, and I built the report. So, what I’m going to do is go to reports and the report center, and I have a very cool report, it’s called DP User Updates. I simply added the fields, and I’m just going to run the report. So, here you’ll see I want to see the records that were modified on or after 4120 26 and these are gift records. So, I’m going to run my report, and here you’ll see I have five gifts that don’t have a general ledger code, so if I scroll, and I don’t necessarily need the names and stuff, but if I scroll all the way over, I can see the gift was created by Arlene, our lovely Arlene, who’s about to retire. Godspeed. And we’ll see that some people also modified the gift, and nobody put the GL code in. So this is where you can go and drag them in your office and tell.. no, I’m just kidding. This is where you can see, and maybe start making some corrective suggestions, so they know how to fill those things in, and also make those fields required. Right, that’s what it’s all about. So, this report can be scheduled. All your easy reports can be scheduled, and simply we would go here. I’m going to call this DP Gift and main updates, and I want this to come to me as Excel. I want it pretty. I want it. I want to see this weekly. Let’s do monthly on the last day of the month before eight, and I’m going to send it off to someone, Dean Mitch. Donor perfect.com Alright, and I’m going to save. So now, okay, I know what it’s telling me from the first day of set. Oh my goodness, L A S. s t let’s try that, okay, that’s all right. I’m going to say the 28th There we go. All right, so that is successfully scheduled. How do I find my scheduled reports? Well, you’re going to go back to the report center. There’s a folder called Scheduled. It will even tell you there’s my report, right? It tells you when it’s due to run, when the last time it was run, when it’s due to run next, and the times that it has run. Depending on your DonorPerfect package, you can have anywhere from five to 100 reports that you can schedule at one time, and finally, your data, your donor perfect system health checklist. Now you want to establish user roles, security groups, right? So important, so you want to manage user access permissions, create user groups to customize field access. Use security filters to limit donor record access, and use audit reports in user management. You want to establish data entry best practices, so important. Create a donor perfect style guide, or SOPs, which I saw in the previous session with Kristen, use defaults and required fields, use consistent code conventions, and limit privileges. That’s the big deal. Limit privileges, monitor and update. You can review and merge your duplicates regularly if you are getting online forms downloaded. Into DonorPerfect, regardless of whether they’re from GiveCloud DP forms or whatever you need to be doing, duplicate management on a very regular basis, and especially before mailings, review and inactivate codes, and use filters and scheduled reports to monitor data entry best practices and user activity.

Please, if you go to the fundraising guide that we provided for you, there’s the DonorPerfect Clean Data Checklist, one of the best things we’ve ever produced. This is something I give to many, many of our clients. I give them access, you can get right to it, just click on that link, or in the fundraising guide that we prepare for you, so let’s go over some key takeaways here. Edit user privileges and limit access to code maintenance to prevent code duplication. Use security filters to limit which records users can access. Create user groups for group permissions and field restrictions set defaults and make fields required. Update records with duplicate codes, and then delete the duplicated codes. Modify columns to display important fields on the search and your transactional screens. Review and merge duplicates regularly. and filter, and excuse me, filter and schedule reports to monitor data entry and user modifications. Finally, use that Donor Perfect Clean Data Checklist. That’s what’s going to start you off on your SOP, your style guide for your Donor Perfect system, do Wow, that’s that was fast. I hope it wasn’t too fast for you again. This wasn’t a training, it was more to show you what is possible in DonorPerfect, and we are so happy to share that with you. Do we have any questions that we want to share at this point?

We do. We have a few minutes, and I apologize. We just did a magic, magic trick and switched. I was gonna say.

hi Corey. Okay, so we did have a few questions about the fundraising guide, and please note that the fundraising guide can be found in the resource booth, and that’s under the exhibitor option on your menu at the top. So I’m going to filter by most uploaded. So Brennan asked, What do you recommend doing with codes that are 10 plus years old?

Great question. You want to inactivate those codes. It’s very, very simple to do. If there’s a bunch of them, you can import to inactivate, but let me show you how this works. If I go to settings and code maintenance, and let’s go to solicitation, for example, that’s usually where it happens, and you’ll see I have all these old codes. If it’s got a green check mark, you’re simply going to click the check mark, and that will inactivate the code. What does that do? It leaves the code on the records, right? So you can still report and filter on them, but it leaves you out of the list, so you’re not seeing this long list of old codes, so that’s one of the first things we should, you should be doing. And I have a little love note to add: anytime you’re doing data cleanup, the first thing you want to do is merge duplicates, and then go on with the rest of your stuff. All right, thanks for that great question. Hope that helps.

Love notes that I love that part.

Donna Love Notes.

Okay, so the next one. This one’s from Anonymous, though. We don’t have a name, but they’re asking if you delete a code, doesn’t that affect all previous records that used it? It absolutely does. That’s why we don’t want to delete a code. The only time you want to delete a code is if you have duplicates, right? I have both of those unrestricted codes that I showed you in the presentation, and I probably can’t get back there, but that’s going to take too long. So, if you have duplicate codes and you move all the gifts to the correct code, then you can duplicate. You can delete that duplicated code, get rid of it. But if you want to just hide codes, you know you don’t want to see them in the list, you’re going to inactivate them. So we never delete if they’re touching records, unless you do a global update to move everything to the correct code. Great question. Thank you.

Okay, all right. So next question is, I have a database cleanup question. We have major donors who have given personally in the past, but recently gave through a foundation that didn’t explicitly. Us, their name, what is the best practice way to set up soft credits or link those accounts in DP, so we don’t lose track of their giving.

That is a great question. What I would recommend is, if you could confirm that the gift was design on behalf of that donor, if you could get that confirmed, that would be great, but you would then do the soft credit for the donor, right? So you add it to the foundation’s record, you would soft credit the donor, right? But there is a way that you can create a calculated field if you wanted to calculate soft credits for your donors, because we all know a donor designates $10,000 They don’t care how you look at it. They know they gave you $10,000 so you can create a calculated field that will calculate a donor’s soft credit totals, so you can report that to them. This is what you’ve given us directly. Here’s what you’ve designated to us. We so appreciate your support. So, a calculated field will be the answer to track those soft credits. I can’t hear you, Lori.

I was muted. That was my people. Can hear you. We have time for one more question. And Gabby asked, when merging duplicate organizations, are the relationship links now broken, or are they transferred to the new record?

I believe they’re transferred to the new record. It keeps everything. I’m pretty sure that happens. I would have to test it, but I’m pretty sure that it keeps the relationship intact. It doesn’t really – you don’t really lose anything. So, yeah, I believe it will keep the relationships. Yes.

Okay. All right. Well, you do have a lot of questions, but unfortunately, we do not have time for them, so did you want to say something before I close out the session? Donna, I

sure do. I love you all so much. I just love this conference. I love you as clients, and as I always tell you, we thank you so much for making this world a better place. We need you so much, and we appreciate you. Thank you for letting us go on this journey with you.

All right, okay. So, thank you for attending Donna’s session. We hope you had some great takeaways. I’m sure you did by looking at all those questions and the chat blowing up there. So, next up is Sean Patero with Flow events to management, turning campaign activity into donor momentum, which is considered intermediate content, and we also have Sarah Lalande with Voice Multi Channel Communication that converts, also is also considered intermediate. So we’ll see you again, Anna. Few thanks.

Thank you.

Thanks. Bye, bye, bye. bye, bye.