BasicFunder Premier User Manual Table of Contents OVERVIEW OF BASICFUNDER PREMIER............................. INSTALLING BASICfUNDER PREMIER ................................     Installing from a CD-ROM..................................................     Installing from a downloaded file......................................... OPENING BASICFUNDER PREMIER.....................................     Main screen......................................................................     Getting started..................................................................     Setting up your database................................................... ADMINISTRATION...............................................................     Agency information...........................................................     Users/passwords..............................................................     Merge names and downloads.............................................     Name and address import..................................................     Check/repair data..............................................................     Database location.............................................................     Check for software updates................................................ SETUP.................................................................................     Titles...............................................................................     Groups............................................................................     Countries.........................................................................     States/provinces...............................................................     Cities..............................................................................     Letters/receipts..................................................................     Appeals............................................................................     Events..............................................................................     In-memory/honor of............................................................      Payment  methods...2........................................................      Donation types..................................................................     Funds.............................................................................. ENTERING RECORDS AND RECORDING DONATION............     Names/donations..............................................................     Search by name................................................................     Adding a new individual......................................................     Adding a new organization.................................................. GROUPING INDIVIDUALS AND ORGANIZATIONS.................     Importance of grouping individuals & organizations................     Assigning individuals & organizations to a group...................     Removing from a group....................................................... RECORDING DONATIONS....................................................     Donation form....................................................................     Recording donations..........................................................     Recording other income.....................................................     Recording pledges.............................................................     Editing a donation..............................................................     Cancelling a donation.........................................................     Voiding a donation.............................................................      Recording an in-kind donation............................................. ANNUAL RECEIPTING..........................................................     Steps to annual receipting..................................................     Donor setup for annual receipting........................................     Donation entry for annual receipting.....................................     Print unprinted letters for annual receipting...........................     Year end - annual receipts generation..................................     Reprint annual receipts....................................................... RECURRING DONATIONS.....................................................     Setup recurring donation.....................................................     Create donations from recurring donations............................     Processing recurring donations........................................... PLEDGE TRACKING.............................................................     Setup of appeal/pledge.......................................................     Setup Donor Pledges.........................................................     Pledge summary report...................................................... VIEWING DONATION HISTORY............................................     Profile report of a single donor.............................................     Creating donor notes..........................................................     Statistics.......................................................................... CREATING THANK YOU LETTERS AND RECEIPTS...............     Letters/receipts.................................................................     Overview of thank you letters..............................................     Naming thank you letters...................................................     Writing thank you letters....................................................     Merging donation information into your letter........................     Letters with official built-in tax receipts................................     Starting receipt number setup.............................................     Printing your thank you letters and tax receipts....................     Printing letter/receipt office copies.......................................     Replacing lost tax receipts.................................................     Previously printed thank you letters and tax receipts............. STATEMENTS......................................................................     Donor statement (donations)...............................................     Donor statement (receipts)................................................. MAILINGS............................................................................     Direct mail.........................................................................     Email broadcast.................................................................     Direct mail labels............................................................... VIEWING AND PRINTING DATABASE REPORTS...................     Reports.............................................................................     Daily donations report.........................................................     Deposit report....................................................................     Allocated funds - detailed report...........................................     Allocated funds - summary report.........................................     Unprinted letters/receipts report...........................................     Tax receipts - pending report...............................................     Tax receipts - posted report.................................................     Event - detailed report.........................................................     Event - summary report.......................................................     Group donor list report.........................................................     Appeal donor list report........................................................     Appeal analysis report.........................................................     In-memory/in-honor of - detailed report..................................     In-memory/in-honor of - summary report................................     Donation type - detailed report..............................................     Donation type - summary report............................................     In-kind donations report........................................................     In-kind donations by event report........................................... PRINTING MAILING LABELS..................................................     Labels.................................................................................     By donation date..................................................................     By total donation amount......................................................     By fund...............................................................................     By donation type..................................................................     By event..............................................................................     By group.............................................................................     By in-kind donations by event................................................     By in-memory/in-honor of...................................................... CREATING YOUR OWN LISTS................................................     User created lists.................................................................     Create a new list..................................................................     Selecting a subject...............................................................     All donations........................................................................     Last donation.......................................................................     Total donations.....................................................................     Group & total donations.........................................................     Fund & total donations..........................................................     Donation type & total donations.............................................     All names & addresses.........................................................     Select a list.........................................................................     Choose fields.......................................................................     Sort sequence......................................................................     Limitations...........................................................................     Operators box......................................................................     Preview & export...................................................................     Creating a mail merge list for your word processor...................     Creating a mailing list for a mailing house or outside printer...... MAINTAINING YOUR DATABASE.............................................     Removing duplicate records...................................................     Duplicate warning message...................................................     Deleting a record..................................................................     Merging two records..............................................................     Voiding a donation................................................................     Removing a record from mailings............................................     Backing up your data............................................................     Using BasicFunder Premier's built-in exit backup facility..........     Reinstalling your data from a backup.....................................     Software support available....................................................     Upgrades of BasicFunder Premier......................................... ABOUT BASICFUNDER PREMIER...........................................     Copyright............................................................................     System requirements of BasicFunder Premier........................     BasicFunder Premier license agreement................................ Return to Main BasicFunder Premier Features Page

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