CONTENTS

General

Menu Commands

Registration Information

Contacting the Author


General Information
GENERAL

Donation Event Manager was created to aid non-profit organizations in organizing information concerning donations.  It is designed to be used for in-kind donations.  A database can be created for each event. An event is a specific fund raising activity, such as a charity auction.  Donation Fund Manager is available to manage cash donations.

Donation Event Manager has no printing or word processing functions.  You likely already use a word processor.  All reports within Donation Event Manager are created as ASCII text files.  You then read the file into your favorite word processor for final editing and printing.  If you do not have a word processor, you can use Write, the word processor  that comes with WINDOWS.

After you create the report run your word processor and open the text file.  Refer to the on-line help or documentation for your word processor for information on reading or importing an ASCII text file.  Make any changes you wish (such as adding titles or bolding certain sections) then print the report from your word processor.

Accept the defaults the first time you create a report with your database.  This will give you a better feeling for what you need to change to format the report as you would like it.  You do not have to print it.  Use the WINDOWS Notepad program to preview the report file.  If you want to change something, create the report again.  Keep previewing with the Notepad until you get what you want.  Then load it into your word processor for final editing and printing.

The database can be sorted on almost any field.  A list box makes finding a specific record easy. You can easily generate a mailing list or export the records you want for use in a spreadsheet or another database product.  Creating and applying database filters allow you to select only the records you want.

See FILE | NEW for information on starting a new database file.

See VIEW | DONATION for a detailed description of each database field and what the field is used for.

A sample database called EXAMPLE is included in the distribution files.  Open this file and use it to become familiar with the features of Donation Event Manager before you create your own database files.

Most screens are covered in this help file.  Clicking on the different parts of the screens in this help file will bring up a popup window with more information.

WINDOWS, WINDOWS Write, and WINDOWS Notepad as used throughout this help file are registered trade names/marks of Microsoft Corporation.


Donation Fund Manager

Designed specifically for managing cash donations. Many aspects similar to Donation Event Manager. A single donor screen leads to multiple donation screens.  Type, amount, date, and fund can be specified for each donation.  Additional reports include Deposit Ticket and Fund Report.

The shareware version should be available from the same source as Donation Event Manager.

See the file ORDER.FRM for details and ordering information.


MENU COMMANDS

FILE

NEW

OPEN

CLOSE

EXIT

VIEW

DONATION

LIST

REPORTS

DONATION LIST

SOLICITOR REPORT

CATEGORY REPORT

MAILING LIST

EXPORT

APPLY DATABASE FILTER

SORT

SORT FIELD 1

SORT FIELD 2

SORT FIELD 3

RESORT

OPTIONS

CATEGORY LIST BOX

SOLICITOR LIST BOX

CREATE DATABASE FILTER

HELP

HELP

REGISTRATION INFORMATION

ABOUT


FILE | NEW

This function creates a new database file.  You are first prompted to enter a name for the file.  You do not enter the file extension.  The name can be any 8 characters.  Chose a name that makes sense in the context for which you plan to use the database file.  AUCTN94 to track all donations for a charity auction in 1994, etc.  If the file already exists you will get a message to that effect.  The file is created but it is not opened for use.  You must still FILE | OPEN to use the database file.  Click on the boxes and buttons in the graphic below for more information.

Once the file name is entered, you will see the required field dialog box.  This is where you specify which database fields must be entered before you can file a new record.  All fields will still be active.  A field that is not required can be left blank when the record is filed.  If a field is required and is blank when you try to file the record, you will get a message box indicating this and the record will not file until you enter something in the field.

Consider this carefully as the required fields can not be changed once you exit this function.  The choices you make here apply for the life of this particular database file.

If you plan to generate mailing lists with this database, you will want to require at a minimum the following fields:

Point Of Contact

Organization

Address 1

City

State

Zip

Value

Solicitor and Category should be required if you plan to generate these specific reports.

Value should most always be required - the basic concept is money here.  Value must be required to use certain options such as totaling all donations for the same donor when creating a mailing list.

The default selection covers all functionality within Donation Event Manager.  You can always take the default settings and be sure you will be able to use all available functions with your new database file.  This is recommended until you become more familiar with Donation Event Manager.

Click on each field on the graphic below for more information on what the field is used for.


Enter the file name here, up to 8 characters.


Click OK after you enter the name.


Abort this function, do not create a new database file.


Point Of Contact - actually 3 fields: Title, Last Name, & First Name.  Should be required if you intend to create mailing lists.


Donor - who is actually giving the donation.  May be the name of an organization or an individual.  Should be required if you intend to create mailing lists.  Multiple donations from the same donor can be totaled to create only one entry in the mailing list - but it is based on the donor field being identical for the multiple donations.


Organization - Require this field if you solicit from companies rather than strictly private individuals.


Address 1 - Require this field if you intend to generate mailing lists.


Address 2 - Probably do not need to require this field as most addresses will have only one address line.


City - Require this field if you intend to generate mailing lists.


State - Require this field if you intend to generate mailing lists.


Zip - Require this field if you intend to generate mailing lists.


Telephone - Up to you.  If you want to be able to call the donors next time...


Item Sort - This field is used by the Donation List to restart numbering items in the report.  It is actually a category division.

Let's say the database is to track in-kind donations for a charity auction.  You plan to have both a live and a silent auction.  You could group the items by entering L for the live auction items and S for the silent auction items.  When you create the Donation List, all the live auction items will appear together, then the silent auction items.


Item - Require this field if the database is for in-kind donations. Free text description of what the item is.


Value - This is where you enter the dollar amount.  This field is used in all the reports.  Should always be required.


Date - Up to you.  This could be the date the donation was received, or the date it is entered into the database.  If you require it, it will automatically be entered as the current date each time you enter a new donation (You can always change it.)


Category - Require this field if you wish to generate the Category Report.  The Category Report shows all items broken down by category with sub totals and percentages.


Solicitor - Require this field if you wish to generate the Solicitor Report.  The Solicitor Report shows all items broken down by solicitor with sub totals.


Alpha Sort - Up to you.  Free text field that can be used to sort the database.


OK Button - When you are sure that you have the selections you want, click this button to create the database file.  The fields you have checked to be required will have to be entered before a new record can be filed in the database.  Any unchecked fields are optional - you can leave them blank and the new record can be filed.


Help Button - Gets you to this help screen.


FILE | OPEN

This function opens an existing database file for use.  You will see the typical WINDOWS file selection box.  Choose the drive, directory, and the file itself.

You must create a new database file before you can open it for the first time.

Only one database file can be open at a time.  The records are sorted according to the current values of the 3 sort fields.  If you wish to view the records in a certain order, set Sort Field 1, Sort Field 2, and Sort Field 3 before opening the file.  If the sort order is None for all three sort fields then the records are read in the chronological order that they were entered into the database.  You can always change the sort fields and resort at any time.

Most menu options are disabled until a database file is opened.  Once a file is open, you must close it before you can exit Donation Event Manager.  Click on the boxes and buttons in the graphic below for more information.

Database files that were created with Donation Manager V1.x can be processed with Donation Event Manager.


File name - Shows the selected file.  This file will be opened when the OK button is pushed.  File name can be typed in if you desire.


File List Box - All files with the selected extension, in this case *.DMD  - Single clicking a file will enter it into the file name box.  Double clicking will open the file.


File Types - By default set to *.DMD - do not change this as the only file you can open with Donation Event Manager is a file with the extension DMD.


Directories List Box - Change directories on the current drive.  All Donation Event Manager files will be in \DONMAN25 - there should be no reason to change directories.


Drives - Change to a different disk drive.


OK Button - Once you have single clicked a file, pressing OK will open the file.  You can also just double click the file.


Cancel Button - Pressing this button will exit you from the dialog box without opening a file.


FILE | CLOSE

Once a database file has been opened, it must be closed before Donation Event Manager can be exited.

Closing the file saves the contents of the Category and Solicitor list boxes for the Donation Item dialog box.


FILE | EXIT

This option exits Donation Event Manager.  This option will be disabled if there is a database file open.  You must close the file first, then exit.


VIEW | DONATION

This is the screen where you enter or edit the database records.  The TAB key will move to the next field, Shift-TAB will move backwards.  You may also move directly to a field box by clicking on it with the mouse.

You may move to the Next record or the Previous record by clicking on the appropriate buttons.  If you have changed any data or begun to enter a new record and you try to move to the next (or previous) record you will get a message indicating that you have not saved the record.  If you really want to discard the changes you can click OK in the warning message box.  You can move around the screen and enter or edit the data fields, but nothing changes permanently until you click on the File button.

The order that the records appear in is determined by the sort fields.  If you want to change this, exit this screen and select sort fields, then resort.  When you return to this function the records will appear in the new order.

The New button generates a new record and clears all fields to prepare for a new record.  The New Item - Same Donor button generates a new record but clears only the fields associated with the Item, the donor information is kept from the previous record.  This makes it easy to enter multiple items for the same donor.

Click on each field in the graphic below for details on the field.


Title - 15 character field.  Used in the Mailing List.

  Example:	Mr.

Mrs.

Dr.

Dr. & Mrs.


First Name - 20 character field.  Used in the Mailing List.


Last Name - 20 character field.  Used in the Mailing List.


Donor - 40 character field.  Who is actually giving the donation.  May be the name of an organization or an individual.  Used in the Mailing List to optionally total multiple donations for the same donor, creating one entry in the list with a total for all items donated by that donor.


Organization - 40 character field.  Useful if you solicit from companies rather than strictly private individuals.


Address 1 - 40 character field.  Mailing address line 1.


Address 2 - 40 character field.  Mailing address line 2.


City - 30 character field.


State - 2 character field.


Zip - 12 character field.


Telephone - 14 character field.


Item Sort - 2 character field.  This field is used by the Donation List to restart numbering items in the report.  It is actually a category division.

For example, you are using the database to track in-kind donations for a charity auction.  You plan to have both a live and a silent auction.  You could group the items by entering L for the live auction items and S for the silent auction items.  When you create the Donation List, all the live auction items will appear together, then the silent auction items.


Item - 200 character field.  The description of the donated item.  Use capitals and punctuation as what appears on the Donation List is exactly what you enter here.


Date - 10 character field.  If the field is required, it will automatically be entered as the current date when you enter a new item (you can overwrite this if you wish.)


Value - 12 character field.  You must enter the amount as ###.## - do not use commas. You do need to enter the decimal.  This field is part of almost every report.


Category - 20 character field.  Used for in-kind donations.  Each time you enter something new here it will be added to the list box (provided you OK it when you file the record.)  The next time you need the same category you can select it from the list box.

The Category Report is based on this field.


Solicitor - 20 character field.  Each time you enter something new here it will be added to the list box (provided you OK it when you file the record.)  The next time you need the same solicitor you can select it from the list box.

The Solicitor Report is based on this field.


Alpha Sort - 40 character field.  This field can be used for anything you wish.  It is not included in any of the reports (except Export, if you select it.)  It is a valid sort field so you can use it to sort the database.


New Item Same Donor Button - This button will generate a new record and copy the donor information (everything on the left side of the Donation Item screen) into the new record.  This makes it very easy to enter multiple items for the same donor.


New Button - This button will create a new, empty record.


Delete Button - This button will delete the current record from the database.  The database will be resorted after the deletion completes.  This may take a few moments in a large database.


Cancel Button - Brings you back to the main window.


Help Button - Gets you to this help screen.


File Button - Files the displayed record to the database file.  Nothing you enter on the Donation Item screen is permanent until you click this button.  If you enter or change any data on the Donation Item screen and then perform any action that would leave the screen (Previous, Next, Cancel, New...) you will be warned that data will be lost.  Cancel the message box and then File your changes if you want to keep them.  If you really want to discard the changes, click OK in the warning message box.


List Button - Brings you to the VIEW | LIST screen with the current record highlighted.


Previous Button - Moves to the previous database record based on the current sort criteria.


Next Button - Moves to the next database record based on the current sort criteria.


Type a new Category here.


Select an existing Category from here.


Type a new Solicitor here.


Select an existing Solicitor here.


VIEW | LIST

Brings up a full screen list box.  Each line in the list box represents one record in the database.  You can quickly find the record you are looking for and then double click the line or single click and then click on the Donation Button to switch to the VIEW | DONATION dialog box and load the selected record.

Each line is made up of the following fields, () denote the maximum number of characters displayed for each field:

Donor (25) - Item (25) - Value (12) - Category (15) - Solicitor (15)

Use the scroll bar to find the record you are looking for, then click on the line once.  Click on the Donation Button and you will go to the VIEW | DONATION dialog box with the selected record displayed, or just double click the line.

The number of records that can be loaded into the list box varies, based on the amount of memory available.  WINDOWS uses a specific memory area to represent list boxes.  In testing, a 486 DX33 with 8 megabytes RAM loaded 850 lines into the list box before running out of memory.  Running out of memory for the list box does not mean that you can not process the remaining records!  It just means that you may not be able to find a specific record as quickly.  You can still go to the VIEW | DONATION dialog box and move forward and backward through the records in the database.  You can still create the various reports.  If you get the OUT OF MEMORY message, close any other windows that are open.  That may free up additional memory for the Donation Event Manager list box.

Click on the boxes and buttons in the graphic below for more information.


Highlight the line that represents the record you want to see.  Double click to switch to VIEW | DONATION and load the selected record.


Help Button - Brings up this help screen.


Cancel Button - Exit to the main window.


Donation Button - Switches to VIEW | DONATION and loads the selected record.


REPORTS | DONATION LIST

This report is essentially a listing of all Items in the database.  The items are numbered and can include Value and Donor information.  This report is a good starting point when you are creating an auction book, or if you just want a list of all items in the database.

See the Sample Donation List for an example of the Donation List as created by the default settings.  Remember, try it with the default settings, then use WINDOWS Notepad to preview the created file before you read it into your word processor for editing and printing.

Click on the boxes and buttons in the graphic below for more information.


Start each entry with a blank line.  Print a blank line between each entry.


Number of TABs prior to printing the Value field.  TABs will print only if Value is checked.  If there is no number entered, Value will print at the left margin.


Print Value on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Value field and the Item field.  Prints only if the Value box is checked.  Must be CR (stands for Carriage Return) if you want the Item field to start on a new line.  If you want Value and Item on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Value

Item

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Value - Item


Print a blank line.


Number of TABs prior to printing the Item field.  TABs will print only if Item is checked.  If there is no number entered, no TABs will print.


Print Item on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Item field and the Donor field.  Prints only if the Item box is checked.  Must be CR (stands for Carriage Return) if you want the Donor field to start on a new line.  If you want Item and Donor on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Item

Donor

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Item - Donor


Print a blank line.


Number of TABs prior to printing the Donor field.  TABs will print only if Donor is checked.  If there is no number entered, no TABs will print.


Print Donor on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Donor field and the Organization field.  Prints only if the Donor box is checked.  Must be CR (stands for Carriage Return) if you want the Organization field to start on a new line.  If you want Donor and Organization on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Donor

Organization

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Donor - Organization


Number of TABs prior to printing the Organization field.  TABs will print only if Organization is checked.  If there is no number entered, no TABs will print.


Print Organization on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Organization field and the Address 1 field.  Prints only if the Organization box is checked.  Must be CR (stands for Carriage Return) if you want the Address 1 field to start on a new line.  If you want Organization and Address 1 on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Organization

Address 1

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Organization - Address 1


Number of TABs prior to printing the Address 1 field.  TABs will print only if Address 1 is checked.  If there is no number entered, no TABs will print.


Print Address 1 on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Address 1 field and the Address 2 field.  Prints only if the Address 1 box is checked.  Must be CR (stands for Carriage Return) if you want the Address 2 field to start on a new line.  If you want Address 1 and Address 2 on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Address 1

Address 2

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Address 1 - Address 2


Number of TABs prior to printing the Address 2 field.  TABs will print only if Address 2 is checked.  If there is no number entered, no TABs will print.


Print Address 2 on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Address 2 field and the City field.  Prints only if the Address 2 box is checked.  Must be CR (stands for Carriage Return) if you want the City field to start on a new line.  If you want Address 2 and City on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Address 2

City

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Address 2 - City


Number of TABs prior to printing the City field.  TABs will print only if City is checked.  If there is no number entered, no TABs will print.


Print City on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the City field and the State field.  Prints only if the City box is checked.  Must be CR (stands for Carriage Return) if you want the State field to start on a new line.  If you want City and State on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

City

State

Ex. 2 - Separator =', '	(comma space)

Report prints:

City, State


Number of TABs prior to printing the State field.  TABs will print only if State is checked.  If there is no number entered, no TABs will print.


Print State on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the State field and the Zip field.  Prints only if the State box is checked.  Must be CR (stands for Carriage Return) if you want the Zip field to start on a new line.  If you want State and Zip on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

State

Zip

Ex. 2 - Separator ='  '	(space space)

Report prints:

State  Zip


Number of TABs prior to printing the Zip field.  TABs will print only if Zip is checked.  If there is no number entered, no TABs will print.


Print Zip on the report.  Preceding TABs are also active when this box is checked.


Break on Item Sort - If this box is checked, the database will be sorted by the Item Sort field.  The first entry will be numbered 1 and the numbering will increment until the Item Sort field changes.  At that point the numbering will reset to 1.  Numbering will reset to 1 each time the value of the Item Sort field changes.  The Item Sort field can be used in this way to divide the database records into sections.

For example, you are using the database to track in-kind donations for a charity auction.  You plan to have both a live and a silent auction.  You could group the items by entering L for the live auction items and S for the silent auction items in the Item Sort field.  When you create the Donation List, all the live auction items will appear together, numbered 1 through the number of items.  When the first silent auction item is encountered the numbering is reset to 1 and continues from there.


Create Report Button - Click here to initiate report creation after you have all the other options set the way you want.  You will be prompted to enter a file name for the report.  The report is created as an ASCII text file that can be edited and printed with any word processor.  If you do not already have a word processor, use the Write program that comes with WINDOWS.  Once you get the 'Report Complete' message box run your word processor and open the text file.  Refer to the on-line help or documentation for your word processor for information on reading or importing an ASCII text file.  Make any changes you wish (such as adding titles or bolding certain sections) then print the report from your word processor.


Help Button - Gets you to this help screen.


Cancel Button - Abort this report and return to the main window.


Sample Donation List

This list was produced using the example database and the default settings on the Donation List dialog box.

1. 	Donor Value $40.00

Gift Certificate for one eye exam.

Green Optometry

76 East Broad Street

Mytown, PA

2. 	Donor Value $245.00

One set 14k gold earrings.

Kerwin Jewelry Store

498 East Main Street

Mytown, PA

3. 	Donor Value $430.00

One pearl necklace.

Kerwin Jewelry Store

498 East Main Street

Mytown, PA

4. 	Donor Value $500.00

One antique telephone table.

Mr. & Mrs. Herb Keane

14 Sterling Drive

Box D

Mytown, PA

5. 	Donor Value $325.00

One mahogany coffee table.

Mr. James Brady

98 Oak Avenue

Box D

Mytown, PA

6. 	Donor Value $950.00

One oak roll top desk.

Mr. James Brady

98 Oak Avenue

Box D

Mytown, PA

7. 	Donor Value $598.00

One recliner, dark blue material.

Mr. James Brady

98 Oak Avenue

Box D

Mytown, PA

8. 	Donor Value $75.00

Gift Certificate for 5 hand wax, any size vehicle.

Smith Car Wash

123 West Main Street

Mytown, PA

1. 	Donor Value $675.00

One diamond tennis bracelet.

Kerwin Jewelry Store

498 East Main Street

Mytown, PA

2. 	Donor Value $600.00

One oil painting, landscape.

Mr. & Mrs. Herb Keane

14 Sterling Drive

Box D

Mytown, PA

3. 	Donor Value $50.00

Gift Certificate good for 5 hand washes, wax not included.

Smith Car Wash

123 West Main Street

Mytown, PA


REPORTS | SOLICITOR REPORT

The Solicitor Report provides a list of all Items by Solicitor.  The dollar Value is optionally totaled for each solicitor.  The database is first sorted by the solicitor field.

It is important to use the list box functionality in the Donation Item screen to assure that you enter the solicitor exactly the same each time for the same solicitor.  The sorting and report functions see 'Jane Smith' and 'Jane K. Smith' as 2 different solicitors, which will cause this report to be incorrect.  The first time you enter a new solicitor be sure you enter it as you want it to appear on reports.  When you file the donation record you will be prompted to add the new solicitor to the list box.  Select the solicitor from the list box from that point on and you can be sure it will always be entered the same.  If you enter a solicitor incorrectly and add it to the solicitor list box you can later delete it using OPTIONS | SOLICITOR LIST BOX.

See the Sample Solicitor Report for an example of the Solicitor Report as created by the default settings.  Remember, try it with the default settings, then use WINDOWS Notepad to preview the created file before you read it into your word processor for editing and printing.

Click on the boxes and buttons in the graphic below for more information.


Start each entry with a blank line.  Print a blank line between each entry.


Number of TABs prior to printing the Donor field.  TABs will print only if Donor is checked.  If there is no number entered, no TABs will print.


Print Donor on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Donor field and the Organization field.  Prints only if the Donor box is checked.  Must be CR (stands for Carriage Return) if you want the Organization field to start on a new line.  If you want Donor and Organization on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Donor

Organization

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Donor - Organization


Print a blank line.


Number of TABs prior to printing the Organization field.  TABs will print only if Organization is checked.  If there is no number entered, no TABs will print.


Print Organization on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Organization field and the Item field.  Prints only if the Organization box is checked.  Must be CR (stands for Carriage Return) if you want the Item field to start on a new line.  If you want Organization and Item on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Organization

Item

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Organization - Item


Print a blank line.


Number of TABs prior to printing the Item field.  TABs will print only if Item is checked.  If there is no number entered, no TABs will print.


Print Item on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Item field and the Value field.  Prints only if the Item box is checked.  Must be CR (stands for Carriage Return) if you want the Value field to start on a new line.  If you want Item and Value on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Item

Value

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Item - Value


Print a blank line.


Number of TABs prior to printing the Value field.  TABs will print only if Value is checked.


Print Value on the report.  Preceding TABs are also active when this box is checked.


Solicitor Subtotal - When this box is checked the report totals the value of all donations for each solicitor and reports the total at the end of the section for each solicitor.


Create Report Button - Click here to initiate report creation after you have all the other options set the way you want.  You will be prompted to enter a file name for the report.  The report is created as an ASCII text file that can be edited and printed with any word processor.  If you do not already have a word processor, use the Write program that comes with WINDOWS.  Once you get the 'Report Complete' message box run your word processor and open the text file.  Refer to the on-line help or documentation for your word processor for information on reading or importing an ASCII text file.  Make any changes you wish (such as adding titles or bolding certain sections) then print the report from your word processor.


Help Button - Gets you to this help screen.


Cancel Button - Abort this report and return to the main window.


Sample Solicitor Report

This report was produced using the example database and the default settings on the Solicitor Report dialog box.  Bolding and underlining were added in the word processor.

Denise Detweiller

1. Mr. & Mrs. Herb Keane/One antique telephone table. - Retail Value $500.00

2. Mr. & Mrs. Herb Keane/One oil painting, landscape. - Retail Value $600.00

Total for Denise Detweiller: $1100.00

Frank Dolittle

1. Smith Car Wash/Gift Certificate for 5 hand wax, any size vehicle. - Retail Value $75.00

2. Smith Car Wash/Gift Certificate good for 5 hand washes, wax not included. -

Retail Value $50.00

Total for Frank Dolittle: $125.00

Mary Kramer

1. Mr. James Brady/One mahogany coffee table. - Retail Value $325.00

2. Mr. James Brady/One oak roll top desk. - Retail Value $950.00

3. Mr. James Brady/One recliner, dark blue material. - Retail Value $598.00

Total for Mary Kramer: $1873.00

Paul Schell

1. Kerwin Jewelry Store/One set 14k gold earrings. - Retail Value $245.00

2. Kerwin Jewelry Store/One pearl necklace. - Retail Value $430.00

3. Kerwin Jewelry Store/One diamond tennis bracelet. - Retail Value $675.00

Total for Paul Schell: $1350.00

Rich Hughes

1. Green Optometry/Gift Certificate for one eye exam. - Retail Value $40.00

Total for Rich Hughes: $40.00

Grand Total: $4488.00   Number of Items: 11


REPORTS | CATEGORY REPORT

The Category Report provides a list of all Items by Category.  The dollar value is optionally totaled for each category, along with percentages for dollar amount and number of items.  The database is first sorted by the category field.

It is important to use the list box functionality in the Donation Item screen to assure that you enter the category exactly the same each time for the same category.  The sorting and report functions see 'Jewelery' and 'Jewelry' as 2 different categories, which will cause this report to be incorrect.  Once you have filed a new record and said OK to add the new category to the list box it becomes a permanent entry in the list box.  Look at the category list box in the example database and you will see both a category of 'Jewelery' and 'Jewelry'.  It was misspelled the first time it was used.  The correct spelling was later entered and all records corrected, but the original misspelling 'Jewelery' remains in the category list box for that database file unless the entry is removed using OPTIONS | CATEGORY LIST BOX.

The first time you enter a new category be sure you enter it as you want it to appear on reports.  When you file the donation record you will be prompted to add the new category to the list box.  Select the category from the list box from that point on and you can be sure it will always be entered the same.  If you make a mistake, add the correction and then go back and change the category field for each record where you used the incorrect category. If you enter a category incorrectly and add it to the category list box you can later delete it using OPTIONS | CATEGORY LIST BOX.

See the Sample Category Report for an example of the Category Report as created by the default settings.  Remember, try it with the default settings, then use WINDOWS Notepad to preview the created file before you read it into your word processor for editing and printing.

Click on the boxes and buttons in the graphic below for more information.


Start each entry with a blank line.  Print a blank line between each entry.


Number of TABs prior to printing the Donor field.  TABs will print only if Donor is checked.  If there is no number entered, no TABs will print.


Print Donor on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Donor field and the Organization field.  Prints only if the Donor box is checked.  Must be CR (stands for Carriage Return) if you want the Organization field to start on a new line.  If you want Donor and Organization on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Donor

Organization

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Donor - Organization


Print a blank line.


Number of TABs prior to printing the Organization field.  TABs will print only if Organization is checked.  If there is no number entered, no TABs will print.


Print Organization on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Organization field and the Solicitor field.  Prints only if the Organization box is checked.  Must be CR (stands for Carriage Return) if you want the Solicitor field to start on a new line.  If you want Organization and Solicitor on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Organization

Solicitor

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Organization - Solicitor


Print a blank line.


Number of TABs prior to printing the Solicitor field.  TABs will print only if Solicitor is checked.  If there is no number entered, no TABs will print.


Print Solicitor on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Solicitor field and the Item field.  Prints only if the Solicitor box is checked.  Must be CR (stands for Carriage Return) if you want the Item field to start on a new line.  If you want Solicitor and Item on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Solicitor

Item

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Solicitor - Item


Print a blank line.


Number of TABs prior to printing the Item field.  TABs will print only if Item is checked.  If there is no number entered, no TABs will print.


Print Item on the report.  Preceding TABs and following Separator are also active when this box is checked.


Separator to print between the Item field and the Value field.  Prints only if the Item box is checked.  Must be CR (stands for Carriage Return) if you want the Value field to start on a new line.  If you want Item and Value on the same line it can be up to 10 alphanumeric characters.

Ex. 1 - Separator = 'CR'	(The letters 'CR', not the Enter key)

Report prints:

Item

Value

Ex. 2 - Separator = ' - '	(space dash space)

Report prints:

Item - Value


Print a blank line.


Number of TABs prior to printing the Value field.  TABs will print only if Value is checked.


Print Value on the report.  Preceding TABs are also active when this box is checked.


Category Subtotal - When this box is checked the report totals the value of all donations for each category and reports the total at the end of the section for each category.  It also reports the dollar percentage amount and the number of items percentage for the category.


Create Report Button - Click here to initiate report creation after you have all the other options set the way you want.  You will be prompted to enter a file name for the report.  The report is created as an ASCII text file that can be edited and printed with any word processor.  If you do not already have a word processor, use the Write program that comes with WINDOWS.  Once you get the 'Report Complete' message box run your word processor and open the text file.  Refer to the on-line help or documentation for your word processor for information on reading or importing an ASCII text file.  Make any changes you wish (such as adding titles or bolding certain sections) then print the report from your word processor.


Help Button - Gets you to this help screen.


Cancel Button - Abort this report and return to the main window.


Sample Category Report

This report was produced using the example database and the default settings on the Category Report dialog box.  Bolding and underlining were added in the word processor.

Antique

1. Mr. & Mrs. Herb Keane/Denise Detweiller/One antique telephone table. - Retail Value $500.00

Total for Antique: $500.00   Dollar Percentage: 11.1%   Item Percentage: 9.1%

Furniture

1. Mr. James Brady/Mary Kramer/One mahogany coffee table. - Retail Value $325.00

2. Mr. James Brady/Mary Kramer/One oak roll top desk. - Retail Value $950.00

3. Mr. James Brady/Mary Kramer/One recliner, dark blue material. - Retail Value $598.00

Total for Furniture: $1873.00   Dollar Percentage: 41.7%   Item Percentage: 27.3%

Gift Certificate

1. Green Optometry/Rich Hughes/Gift Certificate for one eye exam. - Retail Value $40.00

2. Smith Car Wash/Frank Dolittle/Gift Certificate for 5 hand wax, any size vehicle. -

Retail Value $75.00

3. Smith Car Wash/Frank Dolittle/Gift Certificate good for 5 hand washes, wax not included. -

Retail Value $50.00

Total for Gift Certificate: $165.00   Dollar Percentage: 3.7%   Item Percentage: 27.3%

Jewelry

1. Kerwin Jewelry Store/Paul Schell/One set 14k gold earrings. - Retail Value $245.00

2. Kerwin Jewelry Store/Paul Schell/One pearl necklace. - Retail Value $430.00

3. Kerwin Jewelry Store/Paul Schell/One diamond tennis bracelet. - Retail Value $675.00

Total for Jewelry: $1350.00   Dollar Percentage: 30.1%   Item Percentage: 27.3%

Miscellaneous

1. Mr. & Mrs. Herb Keane/Denise Detweiller/One oil painting, landscape. - Retail Value $600.00

Total for Miscellaneous: $600.00   Dollar Percentage: 13.4%   Item Percentage: 9.1%

Grand Total: $4488.00   Number of Items: 11


REPORTS | MAILING LIST

This function creates a data file for use by a word processor to print form letters or mailing labels.  The exact steps will vary depending on your word processor, but the concept is the same for most.

A data file is used to store the data that you want to merge into a document.  The data is usually in the form of a table, where each column in the table represents a merge field to be inserted into the main document.  Producing a form letter or mailing labels generally requires 3 steps: creating the data table, creating the main document with the merge fields inserted where you want the information from the data file to appear, and initiating the merge which generates a copy of the main document for each row in the data table with the actual data inserted in place of the merge fields.  See the on-line help or documentation for your word processor for help on how to create form letters and mailing labels.

This function will create a data file from your Donation Event Manager database that can be imported into a data table in your word processor.  See the on-line help or documentation for your word processor for information on how to import a file into a data table in your word processor.  Specifically, you need to determine what your word processor expects as a field delimiter to correctly interpret the file.  The field delimiter is a character that the application looks for to tell it where the information for one field ends and the next field begins.

In many cases this will be a tab or a comma.  Better applications will let you specify the character to be used as a delimiter when importing a data file.  Try to avoid using a comma.  You may have commas within the data itself and this throws the import off.  For example, in the Organization field you may have something like this:

Smith Catering, Inc.

Using a comma as the field delimiter, the import would see the above data as 2 different data fields where you actually intended it to be only 1 - the Organization field.

If you can specify the field delimiter in the import function of your word processor choose something like the | or ~ characters, something that is not likely to be found within the data you are importing.  In creating the mailing list within Donation Event Manager, you can choose any alphanumeric character, TAB, or Carriage Return as the field delimiter.

If your only choice of field delimiters is the comma, you may have to do some editing of the data table after it is imported to correct errors caused by commas within the information itself.

Donation Event Manager will total the value of all donation items for the same donor and produce a single entry in the mailing list for that donor if you check the Total Duplicate Donors Values box.  This is useful for something like thank you letters.  If one donor has given multiple donations you may want to send them only one thank you letter, thanking them for the total of all their donations.  You can of course produce a separate letter to the same donor for each donation item if you so desire.

See the Sample Mailing List for examples of both options.  Click on the boxes and buttons in the graphic below for more information.


Point of Contact - This will actually be three separate fields.  Title, Last Name, and First Name.  Check this box if you want all 3 fields in the mailing list.


Donor - Check this box if you want the Donor field in the mailing list.  Multiple donations from the same donor can be totaled to create only one entry in the mailing list - but it is based on the donor field being identical for the multiple donations.  The Total Duplicate Donors Values box must be checked if you want this option.  You do not have to include the Donor field in the mailing list to use the Total Duplicate Donors Values feature.


Organization - Check this box if you want the Organization field in the mailing list.


Address 1 - Check this box if you want the Address 1 field in the mailing list.


Address 2 - Check this box if you want the Address 2 field in the mailing list.


City - Check this box if you want the City field in the mailing list.


State - Check this box if you want the State field in the mailing list.


Zip - Check this box if you want the Zip field in the mailing list.


Value - Check this box if you want the Value field in the mailing list.


Field Delimiter - This is the character that your word processor will look for to determine where the data for one field ends and the next field begins.  While it is often TAB or comma, it may be any character, depending on the word processor.  See the on-line help or documentation for your word processor for information on how to import a file into a data table in your word processor for merging form letters or creating mailing labels.


Record Delimiter - You should be able to leave this as 'CR' (Carriage Return) for almost all word processors.  If your word processor requires something different, you can change this box.


Total Duplicate Donor Values - The database will be sorted by Donor.  The value for all items by the same Donor will be totaled and only one record will be written to the mailing list for the each Donor, with the Value field being the total for all items.


Create Report Button - Click here to initiate mail list creation after you have checked the boxes for all the fields you want and set the Field and Record delimiters.  You will be prompted to enter a file name for the report.  The report is created as an ASCII text file to be imported as a data file into your word processor.  Refer to the on-line help or documentation for your word processor for information on importing an ASCII text file into a data file for use in merging form letters or creating labels.


Help Button - Gets you to this help screen.


Cancel Button - Abort this report and return to the main window.


Sample Mailing Lists

Total Duplicate Donor Values box is checked:

Total Duplicate Donor Values box is not checked:


REPORTS | EXPORT

This function will create a data file from your Donation Event Manager database that can be imported into another application, such as a spreadsheet or another database program.  You can also use this function to create reports or tables other than the pre-defined reports included with Donation Event Manager.  Sort the database in the order you wish then export the fields you want and import them into your word processor.  Format the data into tables then rearrange the columns by cutting and pasting them.  Delete columns you do not need.  See the on-line help or documentation for the application you are trying to import data into for information on how to import a file into the application. Specifically, you need to determine what the application expects as a field delimiter to correctly interpret the file.  The field delimiter is a character that the application looks for to tell it where the information for one field ends and the next field begins.

In many cases this will be a tab or a comma.  Better applications will let you specify the character to be used as a delimiter when importing a data file.  Try to avoid using a comma.  You may have commas within the data itself and this throws the import off.  For example, in the Organization field you may have something like this:

Smith Catering, Inc.

Using a comma as the field delimiter, the import would see the above data as 2 different data fields where you actually intended it to be only 1 - the Organization field.

If you can specify the field delimiter in the import function of the application choose something like the | or ~ characters, something that is not likely to be found within the data you are importing.  In creating the export file within Donation Event Manager, you can choose any alphanumeric character, TAB, or Carriage Return as the field delimiter.

If your only choice of field delimiters is the comma, you may have to do some editing of the data within the application after it is imported to correct errors caused by commas within the information itself.

See the Sample Export File for an example of exporting the Donor and Value fields for use in a spreadsheet program.  Click on the boxes and buttons in the graphic below for more information.


Point of Contact - This will actually be three separate fields.  Title, Last Name, and First Name.  Check this box if you want to export all 3 fields.


Donor - Check this box if you want to export the Donor field.


Organization - Check this box if you want to export the Organization field.


Address 1 - Check this box if you want to export the Address 1 field.


Address 2 - Check this box if you want to export the Address 2 field.


City - Check this box if you want to export the City field.


State - Check this box if you want to export the State field.


Zip - Check this box if you want to export the Zip field.


Telephone - Check this box if you want to export the Telephone field.


Item Sort - Check this box if you want to export the Item Sort field.


Item - Check this box if you want to export the Item field.


Value - Check this box if you want to export the Value field.


Date - Check this box if you want to export the Date field.


Category - Check this box if you want to export the Category field.


Solicitor - Check this box if you want to export the Solicitor field.


Alpha Sort - Check this box if you want to export the Alpha Sort field.


Field Delimiter - This is the character that the application you are importing into will look for to determine where the data for one field ends and the next field begins.  While it is often TAB or comma, it may be any character, depending on the application.  See the on-line help or documentation for the application for information on how to import a file into that application.


Record Delimiter - You should be able to leave this as 'CR' (Carriage Return) for almost all applications.  If the application requires something different, you can change this box.


Export Button - Click here to initiate export file creation after you have checked the boxes for all the fields you want to export and set the Field and Record delimiters.  You will be prompted to enter a file name.  An ASCII text file is created to be imported by another application.  Refer to the on-line help or documentation for the application for information on importing an ASCII text file into that application.


Help Button - Gets you to this help screen.


Cancel Button - Abort this report and return to the main window.


Sample Export File

Donor and Value were checked on the Export dialog box.  The field delimiter and record delimiter were left at their default value.  The export file was created and then imported into a spreadsheet.


REPORTS | APPLY DATABASE FILTER

When this menu item is checked, the database filter currently in memory is applied when the report is created.  Only records that match the criteria defined under OPTIONS | CREATE DATABASE FILTER are processed when a report is created.  If this menu item is unchecked or it is checked but there is no database filter in memory then every record in the database is processed when a report is created.


Toggle database filter on/off.  Loaded filter is active when checked.


SORT | SORT FIELD 1-3

SORT | SORT FIELD 1

SORT | SORT FIELD 2

SORT | SORT FIELD 3

All three of these functions work the same.  All the fields that can be used to sort the database appear in the dialog box.  The sort field is chosen with a radio button.  Only 1 button can be pushed in, that is, there can only be a single selection for each of the 3 sort fields.

The sort fields must be chosen in sequence. Sort Field 2 is not available unless something has been chosen for Sort Field 1.  Sort Field 3 is not available until something has been chosen for Sort Field 2.

The same field can not be chosen for 2 different sort fields.  When a field has been chosen for one of the three sort fields it is inactive when choosing the other two.

If you only want to sort the database by Category you would choose Category under Sort Field 1, leaving Sort Field 2 and Sort Field 3 as None.

If you want to sort the database by Category, then by Value within Category, you would choose Category under Sort Field 1, Value under Sort Field 2, and leave Sort Field 3 as None.

If you wanted to sort the database by Category, then by Value within Category, then by Date within Value, you would choose Category under Sort Field 1, Value under Sort Field 2, and Date under Sort Field 3.

Most of the Report functions change the first and/or second sort fields.  This is necessary to create the report.  After creating a report you will have to change the sort fields and Resort if you want the database sorted a certain way.

Changing the sort fields does not actually do any sorting.  You always have to choose the Resort option to initiate the sort after setting the sort fields.


Sort Field - Push the button for the field you want as this sort field.  If a button is inactive it means it has already been selected for another of the 3 sort fields.


Help Button - Gets you to this help screen.


OK Button - Sets this sort field to the selected field.  This does not actually sort anything.  You have to Resort after you have made your choices for the 3 sort fields.


SORT | RESORT

This function actually initiates the sort, based on the fields you have selected for Sort Field 1, Sort Field 2, and Sort Field 3.


OPTIONS | CATEGORY/SOLICITOR LIST BOX

OPTIONS | CATEGORY LIST BOX

OPTIONS | SOLICITOR LIST BOX

Both of these function exactly the same.  You can add entries to the list box or delete existing entries.  If you delete an entry you will have to update any records that have the corresponding field valued with that entry.  The next time you display a record that has the deleted entry the list box will be blank and you will have to make a new selection from the current values of the list box (if the field is required.)

If you entered a value incorrectly while entering a database record then later corrected the field both the correct and incorrect version remain in the list box.  This function allows you to permanently delete the incorrect version.

If you know in advance what all the possible values will be for the field you can enter them into the list box before entering any database records.

If you delete an entry and are concerned with updating all database records that use the deleted entry just go to the VIEW | DONATION screen and click the Next button to view each record.  Any records that use the deleted entry will be blank for that field and have to be updated if the field is required.

Click on the list box and buttons in the graphic below for more information.  The Category List Box is shown but the Solicitor List Box functions exactly the same.


Edit Box - Type the new entry here to Add.  Selected entry displays here to Delete.


Open List Box - Toggles the list box open or closed.


List Box - Displays all entries currently in the list box.  You have to hold the left mouse button and drag the mouse down to scroll to entries that do not currently display.


Add Button - Add the entry in the edit box to the list box.


Delete Button - Delete the entry displayed in the edit box from the list box.


OK Button - Permanently saves the changes you have made in this function and exits to the main window.  This does not update any records in the database file that have the corresponding field valued with entries you deleted from the list box.  This must be done record by record.


Cancel Button - Exits the function without making changes permanent.  Any changes you made are lost.


Help Button - Brings you to this screen.


OPTIONS | CREATE DATABASE FILTER

This option allows you to define rules (database filter statements) that are applied when a report is produced.  Each record is checked against the rules and only those that meet all the rules are processed.  Click the ADD button to add a new rule.  You then select the field you wish to define a rule for.  Depending on the data type of the field you will asked to enter a string, monetary value, or date for comparison as well as an operator.

REPORTS | APPLY DATABASE FILTER must be checked for the rules you set up to be applied.  You can also save the filter in a file and load it again at a later time.

There is an implicit AND between each rule.  For a record to appear on a report

when the filter is applied, the record must pass rule 1 AND the record must pass rule 2

AND the record must pass rule 3...

Most fields can be used more than once in the same filter.  You can check for a value greater than a number and less than a number - in this way you define a range.  Be careful not to set up rules that eliminate every record.

Value is greater than 500.00

and

Value is less than 400.00

When the above filter is applied there can be no record where the value is both greater than 500 and less than 400.  Check for this situation if there are no entries found.

Click on the buttons in the graphic below for more information.


REMOVE Button - Removes the currently highlighted rule from the database filter.


ADD Button - Add another rule to the database filter.  Displays the Select Field dialog to select the field then the appropriate Database Filter Statement dialog.


LOAD Button - Displays a file open dialog to select a previously saved filter.  All filter files have the extension .FLT


SAVE Button - save the database filter currently in memory to a permanent file with the extension .FLT


NEW Button - Remove the filter in memory and prepare to create a new database filter.


DONE Button - Exits this function leaving the database filter in memory, ready to be applied.


Help Button - Gets you to this screen.


Selection - Highlight a rule to remove.


Create Database Filter - Select Field

This is the first step in creating a database filter statement (rule).  Select the data field that the rule is to be based on.  Click OK and you will next see one of three different dialogs depending on the field data type.

Click on the buttons in the graphic below for more information.


Donor - String comparison.


Organization - String comparison.


City - String comparison.


State - String comparison.


Zip - String comparison.


Item Sort - String comparison.


Item - String comparison.


Value - Numeric comparison.


Date - Date comparison - inclusive start and/or stop date.


Category - String comparison.


Solicitor - String comparison.


Cancel Button - Abort setting up a database filter statement.


OK Button - Proceed to the database filter statement dialog.


Database Filter Statement - String

String comparison.  The selected field will be compared to the comparison string entered on this screen.  The operators are:

equals - The field and the comparison string must match exactly, character by character.

does not equal - 1 characters difference between the field and the comparison string causes this rule to pass (the record is processed.)  The field and the comparison string must match exactly for the record to be skipped.

contains - The comparison string is a sub-string of the field.  Ex. - John Smith contains Smith.

does not contain - The comparison string is not a sub-string of the field.  Ex. - John Smith does not contain Jones.

The operators are case sensitive - Jones does not equal jones.  Click on the buttons in the graphic below for more information.


equals - Case sensitive string comparison.  The data in the field must match the comparison string entered on this field exactly or the record will not be processed.


does not equal - Case sensitive string comparison. 1 characters difference between the field and the comparison string causes this rule to pass (the record is processed.)  The field and the comparison string must match exactly for the record to be skipped.


contains - Case sensitive string comparison.  The comparison string is a sub-string of the data in the field.  Ex. - John Smith contains Smith.


does not contain - Case sensitive string comparison.  The comparison string is not a sub-string of the data in the field.  Ex. - John Smith does not contain Jones.


Comparison String - Enter a string here that you want the selected field in each record compared to.


OK Button - Click here when you have selected an operator and entered a comparison string.


Cancel Button - Abort setting up this database filter statement.


Help Button - Gets you to this help screen.


Database Filter Statement - Numeric

Numeric comparison.  The dollar value of the selected field will be compared to the dollar value entered here.  The operators are:

equals - The number in the field must match the comparison value exactly for the record to be processed.

does not equal - The record is processed unless the number in the field matches the comparison value exactly.

is less than - The record is processed if the number in the field is less than the comparison value.

is greater than - The record is processed if the number in the field is greater than the comparison value.

is less than or equal to - The record is processed if the number in the field is less than or equal to the comparison value.

is greater than or equal to - The record is processed if the number in the field is greater than or equal to the comparison value.

Click on the buttons in the graphic below for more information.


equals - (=) The number in the field must match the comparison value exactly for the record to be processed.


does not equal - (not =) The record is processed unless the number in the field matches the comparison value exactly.


is less than - (<) The record is processed if the number in the field is less than the comparison value.


is greater than - (>) The record is processed if the number in the field is greater than the comparison value.


is less than or equal to - (<=) The record is processed if the number in the field is less than or equal to the comparison value.


is greater than or equal to - (>=) The record is processed if the number in the field is greater than or equal to the comparison value.


Comparison Value - Enter a dollar amount in the format ###.##


OK Button - Click here when you have entered a comparison dollar value and selected an operator.


Cancel Button - Abort setting up this database filter statement.


Help Button - Gets you to this help screen.


Database Filter Statement - Date

Date range.  Set start date, stop date, or both.  A record is processed only if the date in the date field is within the date range you set here.  Click on the buttons in the graphic below for more information.


Start Date - Select this push-button to set the starting date range.  The push-button will be grayed (you can not select it) if this filter already contains a start date rule.


Stop Date - Select this push-button to set the ending date range.  The push-button will be grayed (you can not select it) if this filter already contains a stop date rule.


Comparison Date - Enter a date in the format MM/DD/YYYY.


OK Button - Click here when you have entered a comparison date and selected either start or stop.


Cancel Button - Abort setting up this database filter statement.


Help Button - Gets you to this help screen.


HELP | HELP

Brings you to the Contents page of this help file.


HELP | ABOUT

Displays copyright and version information.


OK Button - Returns you to the main window.


Registration Information

Donation Event Manager is copyright (C) 1994,1995 by Steven Cole.

Definition of Shareware

Shareware is a method of distribution that gives users a chance to try software before buying it.  If you have ever paid good money for a software package that did not meet your needs you should appreciate this concept.  If you try a shareware program and continue to use it, you are required to register it.

The shareware version of Donation Event Manager is fully functional.  Critical functionality could have been left out of the shareware version or it could have been crippled in some way (like limiting the database to 50 records) but this was not done.  The shareware version is fully functional so you can evaluate the product accurately.  You must register if you continue to use the shareware version of Donation Event Manager past thirty days.  Support the shareware concept!

Copyright laws apply to both shareware and retail software, and the copyright holder retains all rights, with a few specific exceptions as stated below.

You are entitled to use the shareware version of Donation Event Manager for a period of thirty (30) days from the date of installation.  If you continue to use Donation Event Manager after thirty days you must register.  If you do not register after thirty days you must delete all copies of Donation Event Manager from your hard drive.

Registering Donation Event Manager

For a single user license, send a check or money order for $39.00 to:

Cole Software Consulting

P.O. Box 1114

North Wales, PA  19454

Order both Donation Event Manager and Donation Fund Manager for only $78.00 (save $10 - see ORDER.FRM for details.)

Specify disk size (3 1/2 or 5 1/4) .

Write for information on multiple user or site licenses.

Non-profit organizations include a copy of your tax exemption certificate if ordering from PA.

Purchase orders welcome.

The included file ORDER.FRM is an order form you can complete and print from any word processor.

What you get for registering:

-The legal right to continue to use Donation Event Manager past 30 days.

-The latest version of Donation Event Manager V2.

-Announcements when future upgrades are available.

Distributing

You are encouraged to pass a copy of the shareware version of Donation Event Manager along to friends or associates for evaluation.  If you do so, you must provide them with the entire set of Donation Event Manager shareware version files as listed under Shareware Version File List.

You may copy and distribute the shareware version of Donation Event Manager  through any BBS.  All files as listed under Shareware Version File List must be included.

You are expressly prohibited from:

-Distributing the registered version of Donation Event Manager.

-Distributing the shareware version of Donation Event Manager without including all of the files listed under Shareware Version File List.

-Distributing or including the shareware version of Donation Event Manager in any commercial product.

-Charging a fee or requesting donations for any version of Donation Event Manager.

-Modifying any of the files in any way (with the exception of the included sample database file) prior to distributing.

Shareware Version File List

All of the following files must be included when distributing the shareware version of Donation Event Manager.

BWCC.DLL	-Borland Custom Controls Library.
DONATION.EXE	-Donation Event Manager V2.5 Shareware version.
DONMAN.DLL	-Donation Event Manager V2.5 Dynamic Link Library
DONMAN.HLP	-Windows 3.1 help file for Donation Event Manager.
EXAMPLE.CFG	-Sample database configuration file.
EXAMPLE.DMD	-Sample database.
FILE_ID.DIZ	-BBS description.
INSTALL.EXE	-Installation executable.
INSTALL.INI	-Installation information.
ORDER.FRM	-order form for registration.
README.TXT	-Installation instructions, warranty, registration info.

All registered trade marks/names acknowledged.

Thank You for trying Donation Event Manager V2.5!!!


Contacting the Author

Suggestions are welcome.  I would like to hear about any problems you experience installing or using Donation Event Manager.  Suggestions for future upgrades are also welcome.  If you report a bug, please tell me how to duplicate it.

E - mail:	Delphi:	STECOL

AOL:	Stecol

or Write:	Cole Software Consulting

P.O. Box 1114

North Wales, PA  19454