Company Information

It is a required field, indicated by the little red * next to the field. This field has two purposes. First, it is used by Denari internally, especially in tech support. It lets us identify which Denari client we are working with through tech support system. Second, it shows to the right of the Gear icon at the top of the page. This may not be a huge benefit, however, if your organization has multiple Denari companies it will serve as a reminder to show which one you are working in.

By default, Denari assumes that all clients are in the U.S. Therefore, when you print statements or reports that show the donor's name and address fields Denari will not include the country, since you don't need that field within the U.S. That doesn't work for Denari's Canadian clients, however. When you are mailing to the U.S. you need to have the country printed but don't need to have 'Canada' printed. So for you Canadians, when you set up your name records you will need to choose a country. You can then come here and select 'Canada' in this field. Denari with then print the country you selected in the name record, like the U.S., but suppress or not print Canada.

Refers to the Excel Gift Import feature. There are three methods but nearly everyone uses the 'General Method' because this model is the easiest and simplest. Click the Gift Import link for an explanation of all three models.. In almost all cases you can set this to General.

Set the Time Zone where you are located. This can affect the time settings when Credit Cards and EFTs are processed. When you are looking for a CC transaction that Denari says processed at 11:59 pm when really it was 10:59 pm your time it can make a difference.

 These two fields refer to your fiscal year. There are some reports in Denari that allow you to choose 'Fiscal Year' as the relative date range. That's usually easier than entering the beginning and ending dates. You will set that Fiscal Year here. The Month field is the month that your Fiscal Year begins and the Day is the day that it begins. In this case the fiscal years begins on July 1st.

EFTs don’t process immediately in the same way CCs do. It can take several days for the transaction to work its way through the banking system before the money is actually withdrawn from your donor’s account and deposited to yours. That’s not a Denari thing, that’s a banking industry thing. But Denari tries to compensate a little by sending the on-going EFT donations to the processor a little early. For example, if your donor has designated the 20th as the day they want their EFT to run, Denari might send the info to the processor and create the gift batch in Denari on the 19th, one day ahead. In that way, the actual transaction may happen close to the day the donor intended. You can set the number of days ahead here that you want for your EFT transactions by setting a number in the Auto EFT Lead Days field. If you make it a 2, Denari will send the gifts 2 days ahead of the intended transaction date. If you put nothing here, Denari will send them one day ahead. Denari sends those on the day they were intended to transact.

The Missionary Module 'Day Of the Month' (DOM) only applies to those using the missionary module. On the missionary screen, the missionary will see their total donations for a period of time. It calculates that for a month beginning on the day you set here. Some organizations, for example, run their payroll period from the 5th to the 4th of the next month so you might want to enter a ‘5’ here. When the missionary logs into their page, Denari will calculate donations starting on the 5th of each month. The missionary can changes dates temporarily any time they want to see donations for a different date range.

Only applies to those who are using the missionary module. Checking this box will prevent your missionaries from changing the name and address information through their login screen.

Refers to Alternate Addresses that you can set up for your name records when appropriate. As part of that set up you can indicate which months of the year the alternate address will become the primary address. If you check this box, Denari will automatically swap the alternate and make it the primary for the months you have selected and then swap it back for the other months. Un-checking this box, will of course, not allow Denari to make that switch automatically.

When you use the mass email output from name segmenter, Denari can create a contact record of that email for each of the donors in the name segment output. This gives you a permanent record of that email to that donor. Some of Denari's clients prefer that and some do not. If you do a mailing to 5,000 names you will have 5,000 contact records created, for example. Checking the box will not allow that to happen.

 Using the mass email output from name segmenter will, by default, only send email to the primary email address. Checking this box will cause Denari to send an email to all of the email addresses listed for each donor. So if you have three email addresses for a name record, that person will get three emails.

If you are using Credit Cards through Denari, Denari will send a notifications about the CC process. Those notifications will go to the In Box of the person selected here. This person has to have a user record set up in Denari.

When a CC transaction is declined Denari can produce a Bad Data Letter in PDF format for you if you wish to use it. You can simply drop it into the mail to the donor. It will come to your In Box along with the notification. It is basically a request for updated CC info. By default, it is an 8 1/2 by 11 page. The top of that page is a letter body that you can set up by clicking the plus sign at the top and then selecting letters. Then select it here and that's what Denari will use for the Bad Data Letter.

Refers to an old method for processing EFTs. There are a few clients who are still using it so these fields have been maintained. All new clients use a different method.

Duplicate Checking can be a fuzzy process. When you add a new name to your data Denari does a duplicate check to see if there are name records already in your data that might match the one you are adding. It then gives you the choice to continue to add the new record or not. By default, Denari checks the Last Name field, the first 10 digits of the street address, and the first 5 digits of the zip code. If it finds a match in all three of those then it will flag that record as a potential duplicate.

 

The problem is that there are many circumstances where matches in those fields result in a record that is not a duplicate. For example, you may have a mother and father record already in your data. Their son, who is living at home, decides to make a donation. He has the same last name, same street address, and the same zip code, but he's not a duplicate.

 

You also have the problem where someone may enter the street name one way while someone else enters it a different way. No computer program will be able to know what you were thinking when you typed that street differently than the one originally in the data. So Denari won't see that as a duplicate. There are many other circumstances that make it difficult for Denari to identify with 100% certainty all the duplicates in your data. So the idea of the duplicate check is to limit them as much as possible. It won't be a perfect solution.

 

But, Denari does give you the ability to play with these settings if you'd like. You could, for example, check the 'Email’ check box here. When you check any of the fields in this section the defaults mentioned earlier are no longer used. Denari will now use the criteria that you select here. So again, if you check that first field, Denari will look for any name records with matching email addresses and that's all it is looking at. If you check the second field, 'Dup Check on Phone' then Denari will add that with an OR operator which means that if a name record has a matching email address OR phone number then Denari will flag that as a potential duplicate. The more you check here, the more Denari will look at. If it finds a match in any of the fields you indicate it will flag it as a duplicate.

 

There are a couple of fields here that need an explanation.

 

The fields that have multiple criteria like zip, street, last name, means that Denari will be looking at all three fields and needs to find a match in all three to flag that record. So if you chose that option and also checked the email option then Denari would need to find a match in the street, zip, and street field (all three) OR the email field.

 

In the second option down you have the term 'fuzzy'. This option is actually trying to interpret what you mean. If it sees the last name of S M I T H in one record and S M I H T in the new record it might see the similarity and flag that as a potential duplicate. This is not a perfect system, however, but it may help pick up a few more duplicates.

 

The last option refers to 'Soundex of Name'. This too is trying to find anything in the last name field that is remotely similar to an existing name record. Checking this box, however, usually results in a lot of flagged records. It is pretty liberal and tends to see just about anything as a duplicate.

 

Again, you can play with these settings to see what works best for you.

This is a field used by Canadian organizations using Denari's CC features. That will be explained in more detail when we set up your CC module if you are a Canadian organization.