Share this page.
Select your desired platform below...
Search this website
Enter your search query below...
Log in
Contact Share Search

Regional training days: We're up and running!

By Mark Higgitt | January 3, 2017
Last modified on February 22, 2017


RTD 2017 logoThe much-anticipated season of donorflex regional training days are nearing the home straight.

The first two of our nine Get ready! dates started in Birmingham on Wednesday, March 1, with more than 70 delegates from 32 client organisations coming face-to-face with new donorflex, in depth, for the first time following its unveiling at September’s DUC 2016.

Since then, we’ve criss-crossed the nation to share time and inspiration with almost 160 more delegates in Cambridge, Esher, Cwmbran and Edinburgh.

As the RTD video above illustrates, the training days mark the start of a six-step process of preparation for the new product.

We detailed those steps to all users ahead of the RTDs, so that they could begin to focus on the path ahead. Click the link above to remind yourself of what’s coming up.

Get ready for new donorflex: The big dates

Here are the dates:

  • Wednesday, March 1: Midlands 1, at Hexagon Theatre, Midlands Arts Centre, Cannon Hill Park, Birmingham B12 9QH
  • Thursday, March 2: Midlands 2, at Hexagon Theatre, Midlands Arts Centre, Cannon Hill Park, Birmingham B12 9QH
  • Tuesday, March 7: East and South East, at Arthur Rank Hospice, Cherry Hinton Road, Shelford Bottom, Cambridge, CB22 3FB (45 places max)
  • Wednesday, March 8: South East, in the Parkview Suite, Sandown Park, Portsmouth Road, Esher, Surrey KT10 9AJ (now 60 places max)
  • Thursday, March 9: South West and Wales, in the Pembroke Suite, Parkway Hotel, Cwmbran Drive, Cwmbran NP44 3UW (40 places max)
  • Tuesday, March 14: Scotland and Northern Ireland, in The Pollock Room, St Leonard’s Hall, Holyrood Park Road, Edinburgh EH16 5AY (12 places max)
  • Thursday, March 16: North West, in the Castle Suite, Leasowe Castle Hotel, Moreton, Wirral CH46 3RF (now 55 places max)
  • Tuesday, March 28: North East 1, in The Terrace, Kenwood Hall, Kenwood Road, Sheffield S7 1NQ (50 places max)
  • Wednesday, March 29: North East 2, in the Richmond Suite, Holiday Inn Scotch Corner, A1 Scotch Corner, Richmond DL10 6NR (now 55 places max)


The agenda

Please note that, in the interest of delivering as much information as we can, the sessions are running from 9.00am to 4.30pm, not from 9.30am as previously stated. That’s 75 minutes more insight than at our traditional regional roadshows.

9.00-9.15: Welcome
9.15-10.45: Session 1

  • Overall look and feel
    • Security and Passwords
    • Ribbon bar
    • Dashboards
  • Records
    • Consolidation of Record Management and Record Profile
    • Searching / Filtering / Duplicate-checking
    • Creating new record with duplication checks
    • Rapid Data Entry – creating records in bulk
    • Profiling v Record Types
    • Management of Inactive / Deceased, using system-owned data items v Record Types
    • Suspended flag

10.45-11.00: Refreshments
11.00-12.30: Session 2

  • Communication Preferences / Contact flag
  • Relationships
  • Gift Aid
  • Change Log / Audit logging
  • Collecting Box, new features
  • Merchandise, new features
  • Transaction recording
    • Thank-you amount

12.30-1.15: Lunch
1.15-2.45: Session 3

  • Organised events

2.45-3.00: Refreshments
3.00-4.30: Session 4

  • Enquiries
  • PowerSearch
  • Reports
  • Preparation for the 10.2 upgrade



"We’re delighted at how the first two dates went. Each day was full of very important insights about what’s coming, and – crucially – how organisations need to plan their preparations for the new product. Concentration levels were high, and we sense that clients have a very clear idea of the huge benefits that will come with new donorflex, if the build-up to it is well planned and carried out with care" – Brian Todd, donorflex Managing Director