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Last chance to get ready for new donorflex

June 6, 2017 - by Mark Higgitt

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Last modified on September 21, 2017

Big demand means new date for donorflex regional training

The final Get ready for new donorflex Regional Training Day has been moved, due to client demand.

The gathering – on Thursday, October 5 – will now happen in the Cinema at Birmingham’s Midlands Arts Centre, rather than the venue’s adjacent Hexagon Theatre, which sold out with bookings still coming in.

The event has been organised at the request of clients that were unable – or weren’t ready – to attend one of the nine Regional Training Days, in March, that intensified preparations for the new version of donorflex.

Delegates were able to immerse themselves in the six-step plan to implementation – more of which further on in this article – and those users who join us at the final RTD will do the same.

The venue has been chosen to preserve the informal, intimate mood of our traditional regional user group roadshows – as well as being located centrally for delegates travelling from across the UK.

The continuing demand for seats is understandable.

Firstly, the cost is the same as for our March events, which is great value for money at £50 plus VAT per delegate. 

Secondly, it will be a re-run of the March events, with the exception of the session that studies the way that Marketing Communications are managed in new donorflex.

The Fundraising Preference Service finalised its approach to consent and preference management shortly after the March RTDs, so October 5 is our first opportunity to show users the great new functionality to a large audience.


  • 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 / Create new record with duplication checks / Rapid Record Entry – create records in bulk / Profiling vs Record Types / Management of Inactive / Deceased using system-owned data items vs Record Types / Suspended flag / More than one record opened at a time)
  • 10.45-11.00: Refreshments
  • 11.00-12.30: Session 2
    • Marketing Preferences
    • Contact Flag
    • Relationships
    • Gift Aid
    • Change Log
    • Collecting Box – new features
    • Merchandise – new features
    • Transaction recording (Thank-you amount)
  • 12.30-1.15: Lunch
  • 1.15-2.45: Session 3
    • Collecting Box – new features
    • Merchandise – new features
    • Organised events
    • Preparation for the 10.2 upgrade
  • 2.45-3.00: Refreshments
  • 3.00-4.30: Session 4
    • Power Search
    • Enquiries + Utilities
    • donorflex Insight
    • Dashboards
    • Reports 


Here’s how the six-step plan, which was launched at March’s RTDs, will be outlined to RTD attendees in October:

  • Step 1
    • Regional Training Days: These are the start of your preparations for new donorflex. They give a detailed insight into its new features, and a demonstration of the Data Appraisal Review utility that we’re providing to attending organisations, which will give an insight into the condition and consistency of your data in preparation for your upgrade.
  • Step 2
    • Data Appraisal Review utility: We want it to be business-as-usual for you when the upgrade is completed, so you’ll use this special review utility to evaluate the readiness of your database for being upgraded.
  • Step 3
    • You brief your team: The RTD insights will equip you to brief your team about the new product and begin planning the way forward. Then prepare your users and your data for the upgrade in a systematic way. Once you have your plan ready, you can move to Step 4.
  • Step 4
    • Client upgrade survey: We’ll ask you some important questions about how and when your preparations for the new product will happen, and who will be the key colleagues along the way.
  • Step 5
    • donorflex installation CD: With your Data Appraisal Review complete, in liaison with your technical team, we’ll send the installation CD for new donorflex and schedule your upgrade so that donorflex support can be on stand-by to help with any needs.
  • Step 6
    • Do great things with new donorflex! Over to you. Make the most of the great new features that will help to drive your fundraising success to impressive new heights.



As ever, do this via the Bookings button, up there on the top right of the menu.

This area is open only to the donorflex Liaison Manager (DLM) at each of our client organisations. He or she is the colleague whose login credentials access areas of the website that are off-limits to other users.

Bear in mind that, if your DLM has already logged in to the website’s client-only My donorflex area, he or she will need to re-enter their login credentials when the booking system requests them.


Organisations that don’t attend an RTD will need to engage with a donorflex client development consultant – which will be less cost-effective than an RTD booking – to plan their way forward.


Clients running donorflex on a non-SQL server platform will not be able to enjoy the great features of the new product until they upgrade to SQL – although we’ll be delighted to see them at the RTD in October. Likewise, however, please engage with us about the way forward to being SQL-equipped.

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