Name List Management

Assigned by Denari. As each name record is added, Denari chooses the next number incrementally. If name records are deleted Denari does not re-use the account number. This is the number that you will use as the identifier for a name record. It is unique so there can be only one donor with this number.

Denari does not use this field to determine if a name record is an organization or not but it does use the field when printing names and addresses on statements like receipts, pledges statements, etc., as well as on some reports. Let's call that section of a statement the 'address block'. It contains the name and address info. Denari has functionality built into that address block that is designed to make the block more attractive and readable.

 

The address block function also uses another field from this top section called Contact Name. Denari does not use the first and last name fields in the address block. The Contact Name field allows you to enter the name and address the way you prefer it to be seen in the address block on statements. For example, by default, when you create a new name, Denari will fill in the Contact Name field automatically for you using the First, Spouse, and Last Name fields. It might say something like "John and Jane Doe." Some Denari users prefer a more formal format like "Mr. And Mrs. Doe". You can put that into the Contact Name field and that's what Denari will use in the address block.

 

Here's how the address block functionality works.

 

If the Organization field is blank Denari will put the Contact Name in row 1, the Street Address in lines 2, if there is a street 2 it goes into line 3, and the City, State, and Zip in line 3 or 4, again depending on the contents of street 2. And then if there is a Country it will go in line 4 or 5.

 

If there is something in the Organization field, Denari will put the Organization field in line 1, the Contact Name is line 2, the Address in line 3, and the City State Zip in line 4. This can create a small problem however. If you put the name of an organization in the organization field and also again in the Contact Name field it will appear twice in the address block. So you should decide early on how to handle this for your organization. If you decide to store the name of the organization in the Organization field then you should leave the Contact Name field blank unless there is a person who is the contact for that organization that can go in that field. There is one small issue with this method and that is when you create a new name record and you leave the First and Last Name fields blank, Denari will not fill in the Salutation field automatically. You will need to manually do that once the record is set up.

Denari will print the contents of this field on statements that contain letters. Just like Contact Name, Denari will fill in this field automatically when you create a new name record using the First, Spouse, and Last Name fields that you enter in the Add New form. Again, you can change this field to make it more formal or use whatever name format you would prefer.

Please see the section on Name Code.

Please see the section on Name Type.

Most Denari users receive donations from a limited number of countries, therefore, Denari does not offer you every country in the world in this drop down field. Instead, it allows you to create your own unique country list. Please see the section on Country List.

This is used for those times when you send out mail and it comes back from the Post Office as Undeliverable. You can then Un-Check this box. Now when you do mailings you can tell Denari to not include those. In Name Segmenter, Denari calls them Bad Addresses and you'll see that in the session on Name Segmenter.

Denari does not use the Country field to determine if this address is an international address or not. Instead it relies on this field. The reason for this is that Denari has clients in other other countries and, of course, their definition of International is different from those living in the U.S. This field allows you to confine your mailings to just International, Not International, or everyone.

NCOA stands for National Change of Address and is something that the U.S. Post office uses. When one of your donors moves they can fill out an NCOA form which allows the post office to forward their mail to the new address. The post office makes this information available to businesses and others to update your records as well. The NCOA feature is an add-on feature to Denari, if you are interested you can click the Gear icon at the top of the page and select the NCOA option to get more information. Denari runs this service 4 times per year and you can subscribe as needed. Checking the No NCOA check box here will remove this name record from the process.

 Standardization is also a post office option that is an add-on feature for Denari. When you add a new name record, Denari will attempt to standardize the address according to the post office data base. But you may have an occasion to need to standardize this particular name record and you can do that by clicking this link. When you standardize, Denari will match the post office standard which puts the street and city fields in all upper case. While your data will be stored that way you can change how this prints on statements and reports in the Preferences page.

eCorrespondence is feature that allows you to send Receipts, Pledge Statements, Pledge Acknowledgements, and End of Year Tax Statements by email. If you are not using this feature then you will see email fields here and can store up to three email addresses. If you have purchased this feature you will see this link. You will also find an eCorrespondence Emails link in the right sidebar and both take you to the email storage for this donor.

This was assigned to this name record when the new name was added. It tracks where this donor came from, or in other words, what fund raising function generated this name? By default, it can't be changed. The assumption here is that once a name record has been added to your data as a result of a fundraising effort, that never changes. However, if you do need to change it you can go to the Preferences. You'll find a check box there that will allow you to make this an editable field. You can make the change, save the record and leave it as an editable field or go back to Preferences to change the setting back. This field is not related to gifts or pledges. This tells you what fundraising function generated this name record. If this donor gives gifts in the future those gifts may be the result of a different fundraising function and are not connected to how you acquired the name record. You can find more information about this code in the Appeal Code section.

Please see the section on Jurisdiction.

Please see the section on Case Worker.

The Suppress Receipting check box is used when a donor tells you to stop sending thank you receipts. Once the box is checked, when you print receipts from the batch Denari won't include this donor's receipt in the output.

Please see the section on Power Tracker.

This field is used with a feature called Targeted Ask Values. It can be uses to set a baseline for future donation requests.

Used to store a number determined by you. It can be output to an Excel file from name segmenter and used to segment your data for future donation requests.

You can add anything you want to this field about this donor. Some organizationss use this field to record contacts that they've made with this donor. That is OK but there is a Contacts module that allows you to record that information there.

The contents of the Post It Note field will show only in gift entry and in the contacts record mentioned previously. There are several examples of how this might be used. For example, let's say that this donor normally donates to three of your staff members. You might include that in this field so that the gift entry person will be reminded of that during gift entry. Or, maybe the donor calls to let you know that his or her spouse has passed away. You can include this information in this field so that someone who is making contact with this person will be reminded. You can delete the information by simply coming to this field, deleting the text, and hitting save.

If a donor forgets their Online Community user name or password you can change it for them here. Please see the section on Online Community for more information on this section.