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Next steps on your path to a new donorflex era

By Mark Higgitt | March 14, 2017
Last modified on March 28, 2017

The six-step plan for implementing new donorflex was unveiled as the final days ticked down to the start of our ‘Get ready for new donorflex’ Regional Training Days.

Since then, RTD delegates have heard more about:

  • The great new functionality heading your way
  • The Data Appraisal Review utility that all clients will be required to run before their installation CD is released, in order to prepare your data for the upgrade
  • The latest situation regarding the Fundraising Regulator’s Fundraising Preference Service database development, which is currently scheduled to go live at the start of June, and is key to the timing of the release of new donorflex

In order to move your preparations forward, please take five minutes to bring yourself up-to-date on the following aspects of the six-step plan.

Regional Training Day feedback

Delegates at our season of RTDs can provide their feedback on any aspect of those days – the new functionality or the six-step preparation process that they’ve started – by clicking this RTD feedback link and sending an email.

It’s important to provide us with this basic information:

  • Subject line: You’ll find the subject line pre-populated, but please add the RTD venue you attended, along with a brief label of the issue you want to discuss
  • Email text: Add a brief description of the issue at hand, and remember to include your name and direct line number

The donorflex RTD team of consultants will read each email and, after considering the content and the implications, offer their advice and support.

Please DON’T send RTD feedback via the usual support@ email address.

It’s important for the team that’s been delivering insight at the RTDs to provide continuity on new donorflex issues – whether emerging from the regional training or the upgrade process that will follow – while the Helpdesk team concentrates on delivering day-to-day support.

Data Appraisal Review Utility

An important part of the RTD agenda has been the Data Appraisal Review utility that clients will need to run in order to prepare their data for the upgrade to new donorflex.

This utility will not amend or update any data. It simply produces an HTML report on various areas of your data as well as extracting some csv data files for you to review and update your data.

The utility can be found by logging in to the My donorflex area of www.donorflex.com and then navigating to the Downloads area. Here’s how to find it:

  • Ask your donorflex Liaison Manager – the colleague whose donorflex website credentials give access to your My donorflex area – to login
  • Hover your mouse over the My donorflex menu button and slide down to the Downloads section. Click to enter
  • Navigate to the password-protected Data Appraisal Review utility zip file and download it
  • Call the donorflex helpdesk team to be given the zip file password

The Data Appraisal Review will be available initially ONLY to organisations that attended a donorflex Regional Training Day. *

If you have any questions about the review utility, please click this donorflex Data Appraisal Review support link, so that one of the consultants can support you. Don’t forget to add your name and contact details, along with a brief explanation of your needs. Please note:

  • It would be helpful to us if you could attach your HTML report file to your email
  • The HTML file DOES NOT contain any personal data from your database
  • Please DO NOT email us your extracted csv files
  • The csv files DO contain sample data from your database

* Organisations that didn’t attend an RTD will need to engage with a donorflex client development consultant to plan their way forward.