New Version of Outlook PD tool 5-16-2007

I recently updated a new version of the Outlook PD tool. Much of what is new in this version is under the hood. You can download it in the Downloads section of IVtools.com.

What's new:

• Most significantly I removed the requirement for users to have Microsoft Access installed. This was limited certain users from doing the donor update functionality of the tool.
• Vista and Office 2007 are now fully support. (I haven't tested Office 2003 on Vista but I suspect it would work as well).
• A new Contact View can be created called "IV Donor View" This will show everyone who has giving in the current fiscal year.

Something else that is fun:

Sometimes I want to print up information from one of my contact view and take it with me or share it with a supervisor. It is easy to cut and past from the table view (in contacts) into excel the formatted is nothing to write home about. To remedy this I created a view that I am using called followupreport.doc which is located in the My Documents directory. You can use this or create your own printable versions by:

While viewing the followup view (or any view of outlook contacts).

In Outlook go to Tools - > Mailmerge

Choose "Existing Document" in the "Document File" section.

Click ok. You will see the generic merge file.

Now you simply need to merge the document. (in outlook 2003 press the "merge to document" button on the Mailmerge toolbar")

There you have it.