GiftMaker Pro and EventMaker Pro 8.1. Update Description and Instructions

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1 GiftMaker Pro and EventMaker Pro 8.1 Update Description and Instructions

2 Copyright 2003, Campagne Associates, Ltd. All rights reserved Information in this manual is subject to change without notice and does not represent a commitment on the part of Campagne Associates, Ltd. The software described in this document is furnished under a license agreement or non-disclosure agreement. The software may only be used in accordance with the terms of the agreement. It is against the law to copy the Standard Import Facility, GiftMaker Pro and/or EventMaker Pro on magnetic tape, disk, or any other medium for any purpose other than the purchaser s use. GiftMaker Pro and EventMaker Pro are registered trademarks of Campagne Associates, Ltd. Software Support To get assistance in using any of Campagne s products please contact: Campagne Associates 195 McGregor Street, Suite 410 Manchester New Hampshire USA Telephone: 800/ Fax: 603/ support@campagne.com Website: Monday, December 01, 2003 GMP 8.1/EMP 8.1

3 Change Report Overview We're excited about this new release of GiftMaker Pro and EventMaker Pro. Version 8.1 introduces a great way for you to incorporate online giving to your website. You will also see that EventMaker Pro now mirrors this summer's redesign of GiftMaker Pro with a new interface and Dashboard. As always, updated Reference manuals, Tutorial/Guide to Using manuals are included in pdf format on your 8.1 CD. With GiftMaker Pro s ability to handle recurring gifts and credit card payments, many of you have inquired about setting up online giving. Campagne has responded by designing a full-functioning online giving option that you design and incorporate into your website. It s a simple, safe, and secure option that s an easy way to start receiving gifts with no technical expertise. You can incorporate those gifts directly within GiftMaker Pro. We have a low-cost option with no long-term commitment. See the enclosed flyer or go to for details. You can get started right away! For instructions on importing donations from WebDonations into GiftMaker Pro, turn to page 8. Many of you have already implemented GiftMaker Pro version 8.0 with its new look and feel. Now, with version 8.1, EventMaker Pro gets with the program and has its very own customizable Dashboard. It too can handle credit card payments for ticket purchases, and the custom fields have been incorporated into the Constituent record (Custom tab). We have made some additional improvements to GiftMaker Pro version 8.0 since its release this summer. For example, even though some credit card transactions have been set to either rejected or to be processed, you can still process credit cards in Batch Gift Processing. You can post all other gifts but keep the rejected or to be processed gifts in the batch. Lastly, a new utility has been added to GiftMaker Pro that will globally recalculate the Member Since information on Constituent records. EventMaker Pro Credit Card Processing Credit card processing will help you reduce your work effort by combining credit card processing (authorization) with recording the transactions in EventMaker Pro. Many ticket payments received by your office may be in the form of credit card transactions. Not only do these transactions need to be recorded in EventMaker Pro, but you also need GiftMaker Pro/EventMaker Pro Update Descriptions

to process the credit cards in order for the organization to receive the funds. EventMaker Pro now combines these two steps for a more streamlined process!

4 to process the credit cards in order for the organization to receive the funds. EventMaker Pro now combines these two steps for a more streamlined process! This functionality is only available to PC/Windows and cross-platform clients in the United States or Canada. System setup Setup for credit card processing is the same as with GiftMaker Pro: Establish your merchant account with IATS/TicketMaster; then setup your security preferences within GiftMaker Pro and EventMaker Pro. For detailed instructions, please refer to the GiftMaker Pro or EventMaker Pro Guide to Using Credit Card chapter. Entering credit card ticket payments Credit card payment information is entered through the Attendee Payment tab. To enter credit card information, you must be in add or update mode of an Attendee record on the Payment pane. To add or update Attendee payments, click the New or Edit buttons on the Attendee Payment tab (if these buttons are not active, then you are not in Add or Update mode). When adding or updating an Attendee payment, the Credit card info button will become active once a credit card pay type has been selected from the Pay Type pulldown. Valid credit card pay types are American Express, Discover, Diners Club, Mastercard and Visa. Clicking the Credit card info button will open the Credit card status window. Provided that the program is correctly set up for credit card processing through IATS-TicketMaster, the Status field will default to To be processed when adding new credit card information. GiftMaker Pro/EventMaker Pro Update Descriptions

5 After clicking OK in the Credit card status window and then saving both the Payment and the Attendee record, the credit card information is saved along with the payment information. Unless you save both the Payment record (the Finish button ) and the Attendee record (the Save button), modifications to credit card payment information are not saved. Processing credit cards EventMaker Pro will process credit card transactions directly from the system, thereby transferring the funds electronically to your bank. You can process credit cards directly from the Attendee/Payment record or as a group (batch) from the Data menu or Event menu Process credit card options. Single gift processing To process credit card payments on a specific attendee record, when saving the record that has any payments with a credit card status of To be processed, the following message will display. Click Yes to process all payments on the current attendee record. To process a single payment, click No on the message displayed above and you will be able to select the payment you wish to process from the Payment history list on the Payment pane. If the payment is set To be processed and the data file is set for credit card processing, the Process Credit Card button becomes active. Click this button to process the selected payment. GiftMaker Pro/EventMaker Pro Update Descriptions

Group/Batch gift processing You can process credit card payments for multiple attendees at one time. This can be done for attendees within a specific event or for attendee records in all events.

Choosing either option opens the Credit card payment selection window. Here you can set the criteria for the payments you wish to select.

6 Group/Batch gift processing You can process credit card payments for multiple attendees at one time. This can be done for attendees within a specific event or for attendee records in all events. To process payments for multiple attendees, choose either Process credit cards, current event from under the Event menu or Process credit cards, all events from under the Data menu. Choosing either option opens the Credit card payment selection window. Here you can set the criteria for the payments you wish to select. The selection criteria options include Event (only available in the Process credit cards, all events option), Payment date range, Credit card status, and Payment type. After setting your search criteria, click the OK button to build a payment list. All selected payment records are then displayed in the Credit card processing list where you have the option of reviewing, editing and/or processing credit card payments. GiftMaker Pro/EventMaker Pro Update Descriptions

To edit a credit card payment, either select a payment line from the list and click the CC info button on the toolbar or simply double

Click the OK button to the save the information. Close the window to cancel any changes that you might have made.

be displayed. This message includes information on how many payments were processed, how many were authorized and how many were rejected.

7 To edit a credit card payment, either select a payment line from the list and click the CC info button on the toolbar or simply double click on a payment line in the list. The Credit card status window will open and credit card information can then be modified. Click the OK button to the save the information. Close the window to cancel any changes that you might have made. To process credit card payments within the payment list, click the Process button on the top toolbar and the credit card authorization will begin. All payments in the list with a Credit card status of To be processed will be checked for authorization and the results of the process will be displayed. This message includes information on how many payments were processed, how many were authorized and how many were rejected. For detailed authorization/reject information for a specific payment, open the Credit card status window by selecting a payment line from the list and clicking the CC info button on the top toolbar or by simply double-clicking on a payment line in the list. GiftMaker Pro/EventMaker Pro Update Descriptions

Reporting Attendee Payment Credit Card Information Attendee payment credit card information can be reported from the Payments Received Report, from the Process Credit Cards option, and from a User

8 Reporting Attendee Payment Credit Card Information Attendee payment credit card information can be reported from the Payments Received Report, from the Process Credit Cards option, and from a User Defined Retrieval report (where payment information is shown). Attendee payment credit card information can also be exported from the Payments Received Report and a User Defined Retrieval export (whenever payment information is exported). It is also included as part of the Attendee Thank You export. When doing a User Defined Retrieval on attendee payment information, you can search on credit card number, expiration date, and processing status. For security reasons, whenever credit card information is shown in a report or is included in an export file, only the last 4 digits of the credit card number are displayed. Posting attendee payment credit card information to GMP When posting Attendee Payment Information to GiftMaker Pro, you now have the option to Exclude Attendees with rejected credit card payments. This is the default when choosing the Post Donations option. Also note that when posting donations to GiftMaker Pro, due to the fact that multiple EventMaker Pro payments could be combined to create a single GiftMaker Pro donation, EventMaker Pro credit card information is not included when donations are created. GiftMaker Pro/EventMaker Pro Update Descriptions

Using WebDonations TM with GiftMaker Pro Campagne s WebEssentials/WebDonations service enables safe, secure donations from your organization s web site.

Once you set up your account and begin using WebDonations, you ll need to export the data from the WebEssentials Administration online pages (Export Data option) then import the transactions into

9 Using WebDonations TM with GiftMaker Pro Campagne s WebEssentials/WebDonations service enables safe, secure donations from your organization s web site. It s an easy to way to start receiving gifts with no technical expertise and integrate the giving information with your fundraising database. Once you set up your account and begin using WebDonations, you ll need to export the data from the WebEssentials Administration online pages (Export Data option) then import the transactions into GiftMaker Pro. Here s how to handle the import process: WebDonations import queue From the Data menu, select WebDonations import queue. This option is only available if your System Preferences are set for Batch gift processing. The WebDonations import queue is used as an intermediary area to review donation transactions and prepare them to become constituent and donation records within GiftMaker Pro. This option is only available if your System Preferences are set for Batch gift processing. From this menu option you can: Import a file exported from Campagne WebEssentials online giving service. Link WebDonation transactions to constituents who are already in your GiftMaker Pro database. Create donation records for new and current constituents. GiftMaker Pro/EventMaker Pro Update Descriptions

Import a file Importing gift transactions from Campagne s WebEssentials service does not immediately create constituent and donation records in GiftMaker Pro.

To import records, click the Import toolbar button on the window.

10 Import a file Importing gift transactions from Campagne s WebEssentials service does not immediately create constituent and donation records in GiftMaker Pro. Instead it imports the information into a temporary area (the import queue) so you can match the online donors to constituent records that already exist in your data file. To import records, click the Import toolbar button on the window. If you select the menu option and there are gifts currently in the queue you will be prompted to automatically begin the import process. A Select Import file dialog window will ask you to select your recently exported data file which will be a 'comma separated' text file and will have the ending file extension ending in '.csv.' After selecting the import file, you will be asked to confirm your selection. A window will display the information from the first imported record. Verify that this is the appropriate information and the data is in the proper fields (i.e. first name is in first name, last name in last name). If you selected the incorrect file the fields would not be properly aligned. To cancel out of the import process you can click the Cancel button. Once you re comfortable with the data being imported, click the Import button on the dialog box. This will read all the records from the point you clicked Import and populate the import queue and display them in the list. Import processing The system will not import a record if the gift has already been imported into GiftMaker Pro. The WebDonations service assigns a unique transaction number to these gifts, which are carried over to GiftMaker Pro. If that number already exists, then the transaction is not processed again. GiftMaker Pro/EventMaker Pro Update Descriptions

11 As the WebDonation records are processed, the donor information is scanned against the constituent records in the database. If there are any exact matches, the system automatically links that WebDonation to the GiftMaker Pro constituent. The first exact match found is used (if any). GiftMaker Pro attempts to match WebDonations in the following order: WebDonations donor address to constituent address #1 WebDonations donor address to constituent address #2 WebDonations donor organization to constituent organization WebDonations donor name [last name (1st 15 characters), first name(1st 7 characters)] to constituent name 1 WebDonations donor name [last name, first name] to constituent name 2 Reviewing WebDonation transactions Once you have processed the import, your WebDonation records appear in the queue list. Click on the column headers to sort the list. For those WebDonations where an automatic link to a GMP constituent was identified, the GMP ID column will have their constituent record number. This way you can see which donations have constituent links. As you click on a line the information for that record will appear in the upper portion of the window. The top section will be the data from the WebDonation record and the lower portion is the linked constituent record (if any). To delete a line, first select it then click the Delete toolbar button (trash can icon). You may create a report of your imported WebDonation transactions by clicking either the Print or Display toolbar buttons. This will output the transactions as they appear currently in your list. Linking WebDonation donors to constituents To manually link a WebDonation to a constituent in your database, select the desired name in the list and click the Lookup individual or Lookup organization button on the right side of the lower portion. This will open the Constituent selection list window with the WebDonation donor name already inserted as the lookup name. Both lookup options work basically the same except the individual lookup defaults to using the donor's Last & First Name, while organization lookup defaults to using the donors Organization value. Payments NOT accepted Any transactions that were attempted by a donor but NOT accepted by the payment gateway will still appear in your import file. Possible scenarios include: the credit card was over its balance, or the card was expired. Either way, the card was not processed by the credit card processing gateway. These transaction records appear with an 'N' in the Pay accepted column and in the Accepted? field. GiftMaker Pro/EventMaker Pro Update Descriptions

After all imported transactions have been processed into GiftMaker Pro you will be left with those imported records that were not accepted (the others are cleared from the list).

12 While these contribution attempts can't be created in your system as donations, it is good for you to know the donor made the attempt. As you will see in the upcoming section on Creating gift records, you will have an option to create new constituent records for those new donors whose transaction was not accepted. After all imported transactions have been processed into GiftMaker Pro you will be left with those imported records that were not accepted (the others are cleared from the list). Now, you can print a list of all donors who attempted to contribute but didn't have the transaction completed. Creating gift records To add the WebDonation transactions to your GiftMaker Pro database click the Create gift records button on the toolbar (Dollar sign icon). This is where you can set your processing preference before the records are created. Once the process is completed, the new donation records will appear as unposted gifts in the Batch gift processing window where you can further maintain the gift records before completing the posting process. GiftMaker Pro/EventMaker Pro Update Descriptions

13 Once you have set your processing preferences, click the Create gifts button. All gifts that are accepted and processed will be removed from the list. If all lines are accepted, you will be asked if you wish to open the Batch gift processing window. Below describes how to prepare your system before your process any WebDonations as well as the details of how the information is added to your database. ***Considerations before creating GiftMaker Pro records*** All donation records created from this process are assigned a Campaign, Fund, and Gift Source code. You may want to have a code that identifies the gift is from your web site. This would commonly be the Gift Source code and would need to be in the table file(s) before processing the Create gift records option. If you select to have GiftMaker Pro generate thank you letters for your online donations, the template document should address both single donations and the start of a monthly giving donation. If the donor from the web donation is not in your GiftMaker Pro database, the Create process will add a new constituent record. The process will assign a classification code for all new constituents. Again, you may want to consider having a code that reflects the donor is from your web site. This code needs to be in the classification table file before processing. Creating new constituent records Before any donation records are created, the new constituent records need to be created since all gifts must be linked to a constituent. For all new constituents: The record type is set to Organization if there is a value in the incoming organization field. This donor will be set as the primary contact. The address type will be set to 'W' (work) if the record type is set for an organization. The salutations and publication name will be calculated using your system preferences. A primary classification will be added as indicated on the processing preferences. The entry date for the constituent will become the current date the import process is run. The staff initials associated with adding the record will be that of the person signed-on and running the import process. Creating donation records Only 'Accepted' payment gifts will have donations created. If they were not accepted, the records will be by-passed and will remain in the list. If the web donation was marked for a monthly gift, GiftMaker Pro will initialize a pledge record to automatically begin generating monthly payments from the donor. GiftMaker Pro/EventMaker Pro Update Descriptions

14 For monthly giving pledge records: The pledge date is the date the donor transacted the gift online. The next date to process the monthly payment will be one month from the date the donor transacted the gift online. Expected payment frequency is set to monthly. The recurring pledge status is set to Open-ended. All credit card information is added to the appropriate pledge fields including credit card number. The pledge comment is prefixed with WebDonation:. For all donations: The donation date is the date the donor transacted the gift online. The donation comment is prefixed with WebDonation:. If a receipt is automatically generated from the service to the donor, the receipt information is added to the end of the comment as Receipt issued: [rcpt #] to: [donor name] sent: [rcpt date]. All credit card information is added to the appropriate fields. The credit card processing staff initials are set to 'WEB.' If the gift was added as a monthly gift, the donation record is marked as a pledge payment to the monthly giving pledge record. The donation payment type is set by the type of credit card used by the donor. The Donation from field is set to Person one of the constituent record. The Send Thank you? field will be set to 'yes' if the option is selected on the Create gift records processing preferences. The thank you letters should be processed from the Batch gift processing window. The entry date for the donation will become the current date the process is run. The staff initials associated with adding the record will be that of the person signed on and running the process. New Features Unique to GiftMaker Pro Credit Card Processing in Batch Gift Mode - When processing credit cards through GiftMaker Pro, some transactions may be set to either rejected or to be processed. You can still process credit cards in Batch Gift Processing by posting all other gifts but keeping the rejected or to be processed gifts in the batch. Recalculate Member Since - A new utility has been added to GiftMaker Pro that will globally recalculate the Member Since information on Constituent records. As with all Pro Utilities, we recommend you contact Campagne Support before running this utility. GiftMaker Pro/EventMaker Pro Update Descriptions

15 Other Changes in Version 8.1 Fixes to both GiftMaker Pro & EventMaker Pro From the User Defined Retrieval window, we have added the ability to search on data contained in the Info fields (1-6) on a Constituent record's Custom tab. When using default names in data exports with Windows 2000/XP, file extensions are properly included. When viewing Custom Design Output Fonts within System Preferences, the window font choices now show correctly. Some fields in the User Preferences setup window now show correctly with all Windows display Appearance settings. Fixes unique to GiftMaker Pro The speed in opening the Address window in large files has been improved. Adding a Relationship using the Select button on the Constituent Selection list now works correctly. The Donation Date in the Donation History window is now correctly displayed after changing the date format to D/M/Y. The Duplicate constituent merge process now deletes the source records from Gift history information. You will no longer get a <fieldname> could not be evaluated error message when using some custom labels created using the Custom Design Output option. In CDF, importing data into the Constituent record Entered date field no longer defaults to date of import. The CDF DataWarehouse.lbr file will be updated upon installation of 8.1. The Dashboard now displays the correct sign-on name even after changing the Staff/Security Table. Did you know? You can update an existing pledge to make it a recurring payment pledge. Just find the pledge record and click the Update button. Check the Automatic Recurring Payments checkbox and use the Create Recurring Payments option to create the remainder of the payments. Call our Support Representatives at 800/ with any questions. Fixes unique to EventMaker Pro The Event Summary Analysis window is now centered on your monitor. When cloning an event, the overage code from the original event is no longer added to the new event. You will now be returned to the Dashboard after selecting Recompute event actuals from the Event utilities menu. The Attendee note now shows in exports and on the Attendee list. GiftMaker Pro/EventMaker Pro Update Descriptions

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Windows Installation and Migration Installation Requirements Please - be sure you have a working backup copy of your data file before proceeding. To install any of the Pro Series version 8.

17 Windows Installation and Migration Installation Requirements Please - be sure you have a working backup copy of your data file before proceeding. To install any of the Pro Series version 8.1 (GiftMaker Pro, EventMaker Pro, Pro Utilities and/or the Campagne Data Facility), you will need your Campagne and Omnis serial numbers. Windows Installation Follow these steps to install the program(s) onto your Windows computer: 1) Insert the Campagne CD into your CD drive and double click on the setup.exe file. 2) In order to install the proper components the program will require you to enter your Campagne serial number. Enter the Campagne serial number exactly as shown on the shipping document, using UPPER CASE for the alphabetic characters and. where indicated. If the license Serial Number is entered incorrectly, you ll need to start over. Click OK to continue. 3) Review the Welcome screen and click Next. 4) Read the License Agreement. To agree to the terms and proceed with the installation, click on the Yes button. GiftMaker Pro/EventMaker Pro Update Descriptions

$5) On the Choose Destination Location window, the default is set for C:\Campagne.$ Select the top level of the Campagne directory, not the subsequent program directories. 6) The Setup Type window will open.

Select the top level of the Campagne directory, not the subsequent program directories. 6) The Setup Type window will open.

Custom Installation allows you to install (or re-install) individual components of the update. 7) Select Program Folder: The default folder name is Campagne.

18 5) On the Choose Destination Location window, the default is set for C:\Campagne. Click Next to accept, or if you have your Campagne files located in a different directory name, it is important to select the other location using the Browse button. Select the top level of the Campagne directory, not the subsequent program directories. 6) The Setup Type window will open. The Typical option is pre-selected and will automatically install or update the items based on what you currently have installed. Click Next. Custom Installation allows you to install (or re-install) individual components of the update. 7) Select Program Folder: The default folder name is Campagne. This is the Start Menu/Programs Group for the shortcut to run the program. Accept the default by clicking Next. Shortcuts to the program(s) will also be placed on the desktop. 8) The Ready to Install window will give you a last chance to make any changes to your choices. Click Next to begin the installation/setup of the selected programs. 9) If you have a previous version of GiftMaker Pro installed (version 7.9 or prior), you will be prompted to remove a previous version of Omnis (the database engine for GiftMaker Pro). You do not need to overwrite your previous version of Omnis. Select the No button to proceed. GiftMaker Pro/EventMaker Pro Update Descriptions

10) The Credit Card processing routine is specific for organizations in the United States or Canada. Is your bank in the United States? If so click on Yes; if it is in Canada click No.

(Credit card processing functions are not operational until you complete a merchant agreement with IATS/Ticketmaster.) 11) It is not required to restart your computer at this point.

19 10) The Credit Card processing routine is specific for organizations in the United States or Canada. Is your bank in the United States? If so click on Yes; if it is in Canada click No. Even though you may not be using the credit card processing feature, please select the proper country to avoid the need to reinstall at a later date. (Credit card processing functions are not operational until you complete a merchant agreement with IATS/Ticketmaster.) 11) It is not required to restart your computer at this point. Select the No option and click the Close button. 12) From your Campagne directory, open GiftMaker Pro 8.1. Serialize Omnis 7 13) If you are upgrading from version 7.9 or earlier, you will need to serialize Omnis 7 which is the database engine for GiftMaker Pro and EventMaker Pro. If you receive the Welcome/Serialize screen, enter your name, Organization name and Omnis serial number and click OK. Version 8.0 users may proceed to the next step. By all means, try to avoid canceling at this point. Canceling before serializing Omnis will mean that you will be working with a single user version of Omnis. If your license is for multi users, you will find problems when logging on while others are in the program. Migrate your data 14) Now it s time to migrate your data over to version 8.1. Locate and select your data file from the Change Data File window. GiftMaker Pro/EventMaker Pro Update Descriptions

15) The following window will confirm your data file selection.

17) Last chance to confirm you have a working backup of your current data

The processing time of the migration will vary depending on data file size,

Most data file migrations should be complete within an hour.

20 15) The following window will confirm your data file selection. Select Migrate Data. 16) Once again, enter your Campagne serial number. 17) Last chance to confirm you have a working backup of your current data file! Click Proceed to continue (or Quit if you are unsure). The processing time of the migration will vary depending on data file size, location of data file and other computer configurations. Most data file migrations should be complete within an hour. 18) The Sign on window will open. Sign on to the program (and enter your password, if required). GiftMaker Pro/EventMaker Pro Update Descriptions

Macintosh Installation and Migration Installation Requirements Please - be sure you have a working backup copy of your data file before proceeding. To install any of the Pro Series version 8.

21 Macintosh Installation and Migration Installation Requirements Please - be sure you have a working backup copy of your data file before proceeding. To install any of the Pro Series version 8.1 (GiftMaker Pro, EventMaker Pro, Pro Utilities and/or the Campagne Data Facility), you will need your Campagne and Omnis serial numbers. Macintosh Installation Follow these instructions to install GiftMaker Pro on a Macintosh OS system. Installation Steps: 1) Double click on the Install Campagne Software icon. The Registration window will appear. 2) In order to install the proper components the program will require you to enter your Campagne serial number. Using the document that was shipped to you with this update, enter the Campagne Serial Number. Enter the serial number exactly as shown on the document, using UPPER CASE for the alphabetic characters and. where indicated. If the license Serial Number is entered incorrectly, you ll need to start over. Click OK. 3) Click Continue on the next splash screen. 4) Read the License Agreement. Click on the Accept button to agree to the terms. GiftMaker Pro/EventMaker Pro Update Descriptions

The Install Campagne Software window will open. 5) Click the Install button to proceed.

6) If you have a previous version of GiftMaker Pro installed (version 7.

engine for GiftMaker Pro). You do not need to overwrite your previous version of Omnis.

8) From the Campagne folder, open the Omnis 7.3.8.1 folder.

22 The Install Campagne Software window will open. 5) Click the Install button to proceed. The program will install all the necessary software as directed. 6) If you have a previous version of GiftMaker Pro installed (version 7.9 or prior), you will be prompted to remove a previous version of Omnis (the database engine for GiftMaker Pro). You do not need to overwrite your previous version of Omnis. Click No to proceed. 7) At the Installation was successful message, click Quit. 8) From the Campagne folder, open the Omnis folder. Then open the EventMaker Pro folder. Single click the EventMaker Pro icon and drag it over the OMNIS 7 icon. This will open the program. GiftMaker Pro/EventMaker Pro Update Descriptions

Serialize Omnis 7 9) If you are upgrading from version 7.

If you receive the Welcome/Serialize screen, enter your name, Organization name and Omnis serial number and click OK. Version 8.

Canceling before serializing Omnis will mean that you will be working with a single user version of Omnis.

23 Serialize Omnis 7 9) If you are upgrading from version 7.9 or earlier, you will need to serialize Omnis 7 which is the database engine for GiftMaker Pro and EventMaker Pro. If you receive the Welcome/Serialize screen, enter your name, Organization name and Omnis serial number and click OK. Version 8.0 users may proceed to the next step. By all means, try to avoid canceling at this point. Canceling before serializing Omnis will mean that you will be working with a single user version of Omnis. If your license is for multi users, you will find problems when logging on while others are in the program. Migrate your data 10) Now it s time to migrate your data over to version 8.1. Locate and select your data file. Select Migrate Data. The following window will give you a chance to confirm your data file selection. Select Migrate Data. GiftMaker Pro/EventMaker Pro Update Descriptions

The processing time of the migration will vary depending on data file size, location of data file, and other computer configurations.

24 11) Once again, you need to enter your Campagne serial number. 12) Last chance to confirm you have a working backup of your current data file! Click Proceed to continue or Quit if you are unsure. The processing time of the migration will vary depending on data file size, location of data file, and other computer configurations. Most data file migrations will be complete within an hour. 13) The Sign on window will open. Sign on to the program (and enter your password, if required). GiftMaker Pro/EventMaker Pro Update Descriptions

GiftMaker Pro & EventMaker Pro 8.2

GiftMaker Pro & EventMaker Pro 8.2 Update Installation Instructions Windows Please be sure you have a working backup copy of your data file before proceeding. To install any of the Pro Series version 8.2