Here are a few screen shots of the DonationPro – Donation Management System:
This is a list of all your contacts. You can easily search or filter the list to find any contact's information. The ribbon at the top allows for easy navigation to other areas of the program.
Contact Detail screen (General Tab)
Contact Detail screen (Misc Tab)
Contact Detail screen (Donation Summary Tab)
Contact Detail screen (Relationships Tab)
An activity is to record various types of information (appointments, meetings, phone call, emails, task/to dos etc...).
Example of one report
Email using mailing Lists
Selecting an email template
Customizing an email template
Sending email
Letters using mailing lists
Selecting an letter template
Customizing a letter template (in Microsoft Word)
Filter main screen. A filter is a query the user builds to show records that satisfy some criteria. Example: The user could build a query that shows all the conatcts who gave more than $1000 this year. You can then use these filters in reporting, exporting to excel, sending email or letters etc...
Building a filter by selecting the criteria.
Building a filter by selecting the criteria.