Explore the New DataIdeal Journaling Feature!

DataIdeal now offers a great new tool to help you keep track of all your valuable contact information - our new Journaling feature!

Our new Journaling feature allows you to take notes and capture critical information about a specific contact, such as who referred the contact and when you last spoke to them.

This is particularly helpful as a grant management system to help you track the many touch points you will experience during the grant process and will help you communicate vital information to the rest of your team.

The Journal feature also allows you to create a legacy of information that you can pass down from staff member to staff member, and help ease the pain of transitioning new personnel. With all the information tracked in DataIdeal's Journal, your new employee will be up to speed in no time!

Using the Journal is easy! Simply click on the "Contacts" link in the top navigation.

Then click on the "Journal" link in the secondary navigation. This will take you to the Journal page.

To create a new Journal Entry, simply click on the "New Journal Entry" link at the top right of the table.

Next, fill in the fields starting with the contact you would like to capture information about. The rest of the information is optional. You can mark the date, the person who referred you, the type of contact you had, as well as any notes you want to take about the interaction. When you are done, click "Save."

And that's it! You've successfully collected information about a contact and saved it in the new DataIdeal Journal feature! Just another way DataIdeal is proving a valuable grant management software for our non-profit customers.

Thanks again to all our customers who continue to help us improve DataIdeal! If you have any comments or questions, please feel free to leave us a message below!

DataIdeal Now Offers Year-End Receipting!

DataIdeal just keeps getting better! Now you can process all your year-end receipts at once with DataIdeal's new Year-End Receipting tool.

To access this great new tool, simply click on the Receipts tab in your top navigation from your dashboard. 

 

From the main Receipts page, click on the "Year-End" link in the sub-navigation bar directly above your list of receipts. 

 

You will then see a list of all your year-end receipts. You will have the option to "Print All" if you want to send your receipts by mail, "Email All" if you want to email your receipts directly from DataIdeal, or you can pick and choose each receipt to individually print or email depending on the particular donor's preference.

It's that easy! We hope that you find this new Year-End Receipting tool helpful and that it saves you tons of time and frustration when you go to process all those receipts at the end of the year!

Thanks to all our customers for helping us continue to make improvements and upgrades to DataIdeal! If you have any questions or comments about this new feature, feel free to leave us a message below. 

Donor Reports with DataIdeal

DataIdeal provides a robust reporting system to help monitor all your non-profit's activities.

Keep your finger on the heartbeat of your non-profit by putting DataIdeal's robust, easy-to-use reporting tools to work for you!

With just a click, you'll be able to run more than seven different fully customizable reports to help you gauge the impact of your everyday non-profit efforts.

These donor reports will help you make vital decisions on what you need to focus on next. Click on the images below to get a quick overview of the donor reports available.

Bar Charts

Pie Charts

By Donor

By Month and Donor

Want to test the donor reports of DataIdeal out for yourself?

Click here to start your 30-day FREE TRIAL now!

DataIdeal Mailing List Manager

With DataIdeal's easy-to-use mailing list manager, it's easy to create targeted custom mailing lists for all your nonprofit marketing and donation campaign efforts. 

Our Mailing List Manager helps your nonprofit maximize your contact list potential by making it simple to create custom mailing lists directly from your current contacts!

Want to send an email newsletter to everyone who donated to your nonprofit recently? No problem! Simply customize your search criteria to donors who made donations in the last month (or whatever time frame you would like) and then click to save the results with DataIdeal's custom mailing list tool. It's that easy! Your new mailing list is waiting for you to deploy.

With just a simple click, you can then export your results from our mailing list manager, and your mailing list is ready to use with any of your favorite email distribution or mail merge systems.

Click the image below to see a sample.

Whether you want to send bulk direct mail through the post office or an electronic newsletter, DataIdeal can you help you with your direct mail marketing efforts.

Ready to try DataIdeal's Mailing List Manager for yourself?

Click here to start your 30-Day, no risk, FREE Trial today!

Document Management System with DataIdeal

DataIdeal provides a safe and secure place to store all your important nonprofit documents.

From mission statements to pet adoption applications, our online document management system for small nonprofits ensures your team has everything they need, when they need it, to be successful.

DataIdeal offers a secure online document management system and library where you can upload and store all your important documents and files safely in the cloud. That means that those important files can be accessed by your team anywhere and anytime they have access to the internet.

Forget to print up application forms for your next event? No problem! Just access your online document management library and download the forms you need. It's that easy!

So, say goodbye to your old paper filing system, lost thumb drives, and crashed hard disks. And, say hello to the organized digital storage system with daily backup-up and user audit that you'll find with DataIdeal.

Ready to test-drive the power of DataIdeal's online document management system for yourself?

Sign up for a FREE 30-day, no risk, trial today!

Charitable Donation Receipts with DataIdeal

One-Click Receipting with DataIdeal makes sending donation receipts a snap.

Don't waste time fumbling with massive amounts of paperwork in order to send donation receipts out to your donors.

DataIdeal offers our proprietary one-click receipting that will automatically generate and send a professional receipt based on the donation information you already entered! The donation receipt templates are built right into the system so there's no extra work on your part.

When you want to complete your receipting, all you have to do is click the donation receipt button to email or print all your receipts at once. There's even an option to print pre-formatted mailing addresses that will fit on your standard Avery label!

The powerful One-Click receipting feature also means your staff and volunteers don't need to learn any complex mail merge procedures or special formatting techniques. So they can be up and running donation receipts in no time at all! They simply click a button and it's done!

Take a look at the following video to see for yourself how easy DataIdeal's One-Click receipting can be!

   

Ready to test-drive the One-Click donation receipt tools in DataIdeal for yourself? 

 

Click here to start your 30 day, no risk, free trial!

Online Donor Management with DataIdeal

Tracking your donations has never been easier... with DataIdeal at your side! That's because DataIdeal’s custom donation management system allows you to capture donation details quickly and effortlessly without having to learn any advanced or confusing donor software.

Our donor database for nonprofits can help simplify your life by offering easy-to-use donation management tools. If you can type, then you can use this system. It's that easy. Simply input the date, the donation amount, and assign it to a donor, and DataIdeal will do the rest!

See the video below to see just how easy it is to add a donation to DataIdeal!




Here at DataIdeal, we know how important our customers' time is. That's why we make it our personal mission to empower our customers so they can focus on doing what they do best - making a difference, not spending countless hours fighting with their online donation management system.

With DataIdeal's easy-to-use, super simple donation management system, adding donations is a breeze. And, to help speed up donor management even more, we've incorporated a "Quick Add" feature that allows fast entry of bulk donations, so you can process your donations in no time flat! You also have the ability to search and run robust custom reports with just a few clicks of your mouse.

DataIdeal also makes it easy to track all of your fundraising campaigns and marketing efforts to help you keep tabs on what's working and what's not with our simple, yet powerful, tracking tools. 

So, if you're a new nonprofit in search of the perfect donation management system, or you're a small seasoned nonprofit who's had it up to here with your old online donor management system, then it's time to give DataIdeal's powerful, yet simple, tools a test drive with our free 30 day, no risk, trial.

Click here now to sign up!