ENHANCEMENT – Add Coordinator(s) when creating an event Coordinators can now be added at the same time you create an event. Before, it could only be done from the Coordinators tab after the event was created. As we all begin … Read more

In an effort to improve the consistency and usability of our Constituent Recognition aggregates, a new set of query nodes is available for use. These new query nodes have a consistent naming convention and output format, and instead of having separate … Read more

WORKFLOW CHANGE – Invitation Process The process for getting a file to use for sending invitations is now similar to other communication processes in Davie.  The process is outlined below, but we encourage taking the new training to get a … Read more

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What is an Export Process? Most Davie processes identify the “who” using various methods, mark constituents with the communication, and then create a file using fields in an export definition. An Export Process uses a single query/selection to identify the … Read more

Smart queries are a simpler, easier alternative for some of the standard querying that users often need to accomplish.  Access to smart queries is available upon completing Introduction to Querying, and doesn’t require the in-person, ad-hoc query training session.  Examples … Read more

The following nodes are now available in the query designer and can be requested to be added to your export definitions: UNC Aggregate Planned Giving All Time UNC Aggregate Planned Giving By Calendar Year UNC Aggregate Planned Giving By FY … Read more

In order to provide more granularity in querying and available data for exports, we have added the UNC Constituent Academic Recognition node.  All the activity that is summarized by the traditional aggregates (gift recognition) can now be accessed in detail, … Read more

Two new fields providing counts of fiscal year giving have been added to some of the aggregate nodes. Total Recognition Years – This is a count of the number of fiscal years an individual has in recognition to UNC or … Read more