DAFinitive® Product Updates
We are excited to announce two feature updates within the DAFinitive® platform:
1. Print Profile Formatting Enhancements
As our subscribers already know, within each DAF profile, there is an option at the top of the screen to print a record to PDF:
These PDFs now have a fresh, new design that replicates the entire DAF record into an exportable and printable format.
At the very top right corner of the profile, each PDF will be stamped with the date the profile was generated:
Additionally, every URL that exists within a record will have a live hyperlink available, including hyperlinks in the Notes section, which do not currently have a hyperlink option in the main platform.
2. Expandable/Collapsible Filter Panel – *NEW* Functionality
You requested it and we listened! Many of our users have asked to have the ability to collapse the Filter Panel on the right side of the Search Results screen when not in use. The benefits of this is that your search results list can expand so that columns are wider and easier to read.
With our latest release, you will notice that this is now possible!
On the Search Results screen, you will now see a small green arrow that you can click to collapse the Filter panel:
Once the panel is collapsed, click on Filters button to expand the panel:
*Note: if you do not see these new features the next time that you log into DAFinitive®, please try to clear the cache in your web browser and then log in again.
Other Happenings
Let’s Say Hello in Person!
Will you be attending any of these upcoming conferences? If so, let’s say hello in person! Please let us know in advance so we can make sure we find each other:
- MARC Conference, April 16th – 17th in Richmond, VA
- NEDRA Conference, April 29th – May 1st in Providence, RI
- Fundraising Day in NY, June 12th in New York, NY
- Apra PD, August 11th – 14th in Chicago, IL
We’d Love to Hear From You!
Do you have a product feature suggestion? An idea for a blog post? A question about a DAF featured in DAFinitive®? A lead to additional DAFs we could include in the database? Or anything else related to donor advised funds that you’d like to chat with us about? Please reach out at any time: hello@dafinitive.com. We would love to hear from you!
That’s all we have to share for today! Thank you for being part of the DAFinitive® Community! We’ll be back next month with more DAF content.
