Donors
Universal Search
Introduced with version 5.26, the Universal Search function allows you to search across several fields in Silent Partner Desktop, such as name, address and email fields. Hold the Shift and CTRL keys down, and then click K to bring up the Universal ...
How to add a note to a record in Desktop
Start off by selecting your donor and clicking on the Contacts icon (Control +F3 keys) Click on new (1) and type your contact notes (or any notes) in this field (2). The note can be confidential (3). Click on Ok (4) and then Close (5) to save it.
Flagging or marking important records in Silent Partner Desktop
When you mark a record deceased, the font for that record in the donor browse turns orange but did you know you can flag other important records as well? When you flag a record, the font in the donor detail tab (1) and their row in the donor browse ...
What's in a Donor Record?
What is contained on a donor record? tab 1 is contact information and address. It also contains the fields First line (labels) and First line (receipts) which are mandatory fields that provide the donor name for the receipts or envelopes/labels ...
How to Tag donors, create Filters and Scopes, and Memorize Scopes
Tagging donor records Records can be tagged individually by clicking the checkbox to the left of the donor's name. If you need to tag a series of donor records that appear one below the other, check the top (or bottom) donor in the list. Then hold ...
Working with Donor Records in Silent Partner
In this article, we talk about how to find a donor (search), how to sort your donor records, how to make changes to a donor record (edit), and how to re-size your columns and move the summary window back to its default position. Search for a record ...
Cleaning Addresses Using Merge Files and Import
It is common to discover that street addresses have not been entered consistently. Cleaning this up can be accomplished by using the Create Merge File function to export records to Excel, cleaning them in Excel, and then importing the corrected ...
Recovering Archived Donors
If you have archived a donor by mistake or a donor becomes active again, they can be pulled out of the archive with a few simple steps. Right-click on the Donor list, or select "Edit" from the menu, and select "UnDelete." This will bring up a list of ...
How do I merge duplicate donor records?
You may occasionally find that you have two donor records for the same person. In these cases, it's a good idea to merge the duplicate donor records to clean up the duplication, and ensure all the information you have about that donor is consolidated ...
For our mailings, we need to have the addresses in upper case. Is there a way to do this?
Yes. From the main menu, pick Maintenance → Miscellaneous items → Label specifications. In there you will find checkboxes marked “Label output forced to UPPER CASE” “Envelope output forced to UPPER CASE” and “Merge output forced to UPPER C
I think I have duplicate names in my database. How do I deal with these?
1) Double check if you have duplicate names by running the pre-built basic filter called “Duplicate name and city”. This will scan your database for records that have the same last name and are located in the same city. Names in this list may not ...
Bulk add Connectors and/or My Tags
Starting from your Green Screen, go to Maintenance and please click Import Data Here you will be presented with the External File Import wizard. You have the options of Updating existing addresses or Import new names/addresses (default) Under File ...