Articles in this Newsletter April 12, 2019

It's here! We'll See Many of You In Orlando

The 2019 Andar Software Users Group Conference has finally arrived. Thank you for being such great customers! You keep us inspired, energized and motivated.

We're looking forward to seeing many of you in Orlando next week!

Campaign Years (and Community Building Years)

Does your Andar database contain giving history for a campaign year that is more than 15 years ago – i.e., 2002 and earlier? Have you ever wondered how you can pull that ancient data into an Andar Report or a Data Mining Operation? After all, the oldest option available in a “Campaign Year” drop-down list is “*15 Years Ago (2003)” (assuming your system preference says your current campaign year is 2018).

Plus, have you wondered why your Community Building data gets stored as 2018 data instead of 2017 – or 2017 instead of 2018?

When you are running a campaign or finance report, and it asks for a Campaign Year, you are prompted to pick a Campaign Year from a drop-down list. That drop-down list typically contains options that start with asterisks (*) – such as “*Current Year (2018),” and “*Previous Year (2017),” and “*Next Year (2019),” and “*15 Years Ago (2003).” The years in this drop-down list are relative to the Current Campaign Year that is defined inside your System Preferences (Campaign – General). If your system preference Current Campaign Year is 2018, then the Previous Year is 2017, and the Next Year is 2019, and 15 Years Ago was 2003.

However, when your organization performs the Campaign Rollover process (typically sometime between January and May), the Current Campaign Year in system preferences gets changed – from 2018 to 2019, for example. From that point on, the relative years in the Campaign Year drop-down list have different meanings. The Current Year is then 2019, and the Previous Year is then 2018, and the Next Year is then 2020, and 15 Years Ago is then 2004.

If you Save a Report or a Data Mining Operation that selects a Campaign Year using one of the relative years, then after the rollover, that report or data mining operation will reference a different year’s data. The columns that formerly showed you 2018 data will then show you 2019 data. The columns that formerly showed you 2017 data will then show you 2018 data. Etcetera.

The answer (to retrieving data that is more than 15 years old) is to NOT use the relative years from the Campaign Year drop-down list. Instead, replace the value from the drop-down list by typing the desired 4-digit year right on top of the relative year. For example, highlight the “*Current Year (2018)” that is seen in the Campaign Year field (without actually clicking the drop-down), and manually type “2002” (if you want to see data from campaign year 2002).

That also means that if you want to Save a report or DMO that will always show you the data from campaign year 2018 (regardless of whether the current campaign year is 2018 or 2019 or 2020), simply type the 4-digit year 2018 into the Campaign Year field (before you save the report or DMO).

The same feature is used inside Community Building. The CB Package details contain prime examples.

In Andar’s system preferences (Community Building – General), there is a separate field for the Current CB Year. (It is different from the Current Campaign Year). When you place items into a CB Package, there is a drop-down field for the CB Year. You may either choose a relative CB Year from that drop-down list, knowing that it will mean something different after you perform the CB Rollover, or you may manually type a 4-digit year into the CB Year field on the package detail item.

As long as you are aware of when your Rollovers are performed, and aware of the impact of your Year selections, you can successfully use either method – the relative years, or the manually-entered 4-digit years.

Sign in to Customer Support to read more about this in a customer project.

Let Your Leaders Prepare Your Roster for You

For many of you, the annual leadership roster involves mail contact to allow leadership donors to confirm their information. While this may be done during the e-Pledge process, not all leadership donors are involved in it.

However, for leadership donors with e-mail, you can develop a survey that presents the current information as the default value and imports data back into the system to capture any changes. Become more familiar with Andar surveys by visiting Customer Support.

IMPORTANT: Monthly Server Maintenance for Andar Hosting Customers

This is a regularly scheduled maintenance weekend for hosted customers. Scheduled maintenance occurs the weekend after the second Tuesday of the month. However, maintenance will be minimal this weekend and customers should not expect any impact to services.

An important note about Windows 7: After January 14, 2020, Microsoft will no longer provide security updates or support for PCs running Windows 7. This doesn’t mean your computer will stop working on January 15; it just means you won’t receive any more updates and patches. You may be more vulnerable to viruses and security problems and Microsoft will no longer offer support. Visit your TechSoup account for information on how to purchase the Microsoft Windows Operating System Upgrade.

Quote of the Week

"Allow yourself to rest. Your soul speaks to you in the quiet moments in between your thoughts."

Anonymous

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