Fundraising software for Macintosh and Windows

Tours Directory

Basic Architecture

  1. Modules
  2. List Views vs. Input Windows
  3. Searches and Reports
  4. Records Menu
  5. File Menu
  6. Word Processor

Printable Version
(280K, 7 pages, PDF)

Donor Input Window

  1. Contacts tab
  2. Classification tab
  3. Gifts tab
  4. Graph tab
  5. Notes tab
  6. Relationships tab
  7. Addresses tab
  8. Information Palette

Printable Version
(208K, 7 pages, PDF)

Searches

  1. Overview
  2. Basic Searches
  3. Amount
  4. Date
  5. Giving Frequency
  6. Renewals Needed
  7. Fulfilled/Overdue
  8. Lapsed
  9. Search Editor

Printable Version
(268K, 11 pages, PDF)

Sorting

  1. Basic sorting
  2. Rank by Gift Amount
  3. Rank by Number of Gifts

Printable Version
(76K, 3 pages, PDF)

Reports

  1. Overview
  2. Standard Reports: Donor Module
  3. Example: Detail
  4. Example: Summary
  5. Standard Reports: Gift Modules
  6. List and Record Statistics
  7. Information Palette
  8. Dashboard
  9. Donor Input Window Graphs
  10. Pledge Projection
  11. Graph by Date
  12. Graph by Donor Attributes
  13. Exports
  14. Advanced Reports
  15. Report Editor
  16. Chart Editor

Printable Version
(764K, 23 pages, PDF)

Calendar & Scheduling

  1. Calendar
  2. Event Input
  3. Event Management
  4. Event Reminders

Printable Version
(220K, 5 pages, PDF)

Administration & Preferences

  1. Administration: Setup tab
  2. Administration: Access tab
  3. Administration: Gift Defaults tab
  4. Preferences: Donor Default tab

Printable Version
(76K, 7 pages, PDF)

 

Except where otherwise indicated, FUNDimensions software, documentation, and web site content are ©2008 Frank Martin. FUNDimensions is a registered trademark of Frank Martin.