New Version of Outlook PD tool

I just uploaded new versions of the outlook PD tool (version 1.3).

In this release I have updated the Create Contact View feature in some significant ways. First of all the new version should work for those who have had trouble with this feature in outlook 2003.

There are three basic views that can be created and then recreated. These are:

• Basic view  - which displays all the contacts with a wide range of relevant fields.
  
• IV Followup view - This displays those how have the iv followup field as marked (this field is changed each time you load a dtr into outlook and every time you run a FPD report. It includes unthanked -  those who have given in the last 12 months but have not been thanked during that time frame, Large Gift - This is any gift that is greater than twice their monthly amount, and lapsed donors - This is anyone who you have a monthly amount for but they have not given in over two months.
  
• IV Prospect View - This includes as filter that only shows those who are marked as prospects, if you would like a current donor, prayer partner or other contact to show up in this you can change their status to prospect.

These views can also be created for those who work in teams on an exchange server to filter based on the primary staff contact. This is great when using a shared folder and can be very helpful in helping a team of staff coordinate their connection to alumni.

In addition to these view this version has an updated way of creating a PD Report. The PD report creates a word document with some of the standard summary information that staff often need to review to check in on their partnership development status. This report is protected in order to enable some of the formulas to work and prevent users from accidentally changing it. To update the automatic fields simply press the TAB key.

I hope this helps. Please note the new forum recently created for you to indicate any bugs you find or feature requests.

Enjoy.