Fundraising software for Macintosh and Windows


 

Revisions History

If you need help learning to use new features, or if you would like them demonstrated to you over the phone, please call 1-505-989-3670 for assistance.

 

Changes to 8.0.3, 21 Jan 2012

bug fixes

Changes to 8.0.2, 21 Nov 2011

modifications

bug fixes

Changes to 8.0.1, 20 Oct 2011

modifications

bug fixes

 

Changes to 8.0, 1 Aug 2011

new features

bug fixes

other

 

Changes to 7.7, 7 April 11

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.9, 22 Jan 11

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.8, 12 Nov 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

new features

A sample of this report can be viewed here. Referring to the sample, the statistics necessary for generating RFM statistics are located at columns:

In a future upgrade of FUNDimensions, RFM statistics may be made more convenient and accessible. As it is, the beta report provides only the raw data necessary to compute RFM, not the RFM stats themselves.

The following brief definition of RFM is from http://searchdatamanagement.techtarget.com/definition/RFM-analysis:

RFM (recency, frequency, monetary) analysis is a marketing technique used to determine quantitatively which customers are the best ones by examining how recently a customer has purchased (recency), how often they purchase (frequency), and how much the customer spends (monetary). RFM analysis is based on the marketing axiom that "80% of your business comes from 20% of your customers."

For more than 30 years, direct mailing marketers for non-profit organizations have used an informal RFM analysis to target their mailings to customers most likely to make donations. The reasoning behind RFM was simple: people who donated once were more likely to donate again. With the advent of e-mail marketing campaigns and customer relationship management software, RFM ratings have become an important tool. Using RFM analysis, customers are assigned a ranking number of 1,2,3,4, or 5 (with 5 being highest) for each RFM parameter. The three scores together are referred to as an RFM "cell" . The database is sorted to determine which customers were "the best customers" in the past, with a cell ranking of "555" being ideal.

Although RFM analysis is a useful tool, it does have its limitations. A company must be careful not to oversolicit customers with the highest rankings. Experts also caution marketers to remember that customers with low cell rankings should not be neglected, but instead should be cultivated to become better customers.

Changes to 7.6.7, 3 Dec 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.6, 29 Nov 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

new features

Changes to 7.6.5, 2 Oct 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.4, 29 June 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

new features

Changes to 7.6.3, 26 May 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.2, 26 Apr 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6.1, 30 Jan 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.6, 6 Jan 10

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

fix demo mode bug (Mac Single-user Edition only)

new features

New "Copy Statistics To Clipboard" command to Dashboard pulldown menu that compiles 10 statistics available through the menu and puts them on the clipboard for easy use in reports, emails, and so forth. Statistics include fundraising results for year over year, month over month, fiscal years and other time periods.

Changes to 7.5.2, 16 Nov 09

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

enhancements

Changes to 7.5.1, 28 August 09

This is a free update if you are licensed for version 7.0 or higher.

bug fixes

Changes to 7.5, 24 August 09

This is a free update if you are licensed for version 7.0 or higher.

new features

improved features

bug fixes

 

Changes to 7.4, 27 May 09

This is a free update if you are licensed for version 7.0 or higher.

new features

bug fixes (Event Manager)

bug fixes (other)

Changes to 7.2.2, 21 April 08

This is a free update if you are licensed for version 7.0 or higher.

new features

bug fixes

Changes to 7.2, 27 February 2008

This is a free update if you are licensed for version 7.0 or higher.

new features

bug fixes

Changes to 7.1.1, 18 October 07

This is a free update if you are licensed for version 7.0 or higher.

new features

bug fixes

Changes to 7.1, 8 October 07

This is a free update if you are licensed for version 7.0 or higher.

new features

bug fixes

Changes to 7.0, 20 September 07

This is a paid update from all previous versions. See the Version 7 Upgrade Guide (PDF, 25 pages) for information on this version.