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News from the World's Most Popular Museum Software Company
 
1: PastPerfect now has 8000 Customers!
by Stephanie Witt
  
Congratulations to the Maple Valley Historical Society in Maple Valley, WA on becoming our 8,000th customer. As we achieve this milestone, we want to take a minute to express our gratitude to you, the museum community. Your questions and suggestions over the past 15 years have helped make PastPerfect what it is today.
 
 From all of us at PastPerfect Software, we thank you!

  
2: PastPerfect 5.0 Online Training December 6-8!
by Jennessa Reed
 
When: December 6, 7, 8  from 9:30 a.m. to noon, ET
Where: Anywhere you want! A comfy spot in your office or home at your computer with internet access.
What: Cataloging Collections with PastPerfect 5.0 Class

Seats are still available in our next Online Training class, "Cataloging Collections with PastPerfect 5.0," December 6-8, 2011 from 9:30AM to 12 Noon ET. An experienced PastPerfect trainer will demonstrate how to use PastPerfect 5.0 to its full potential. You will be able to see the trainer's PastPerfect program on your own computer and hear the trainer online or over a long distance conference call.
 
Course Description:
One of the best assets an organization can have is consistent data entry of the collection. You will learn easy and effective ways to maximize the data entry process while keeping an eye on consistency. Instruction will include navigating the PastPerfect 5.0 program, basic and advanced cataloging, using the new Nomenclature 3.0 with PastPerfect, the accession process, managing authority files, tips on researching, and keeping your data safe. Registered participants will receive a FREE copy of the Cataloging Collections with PastPerfect 5.0 Training CD which complements this course.
 
Online Training classes are priced at $69/person for AASLH Members ($86.25/person for non-members.) Seats for this class are limited, so call us at 1-800-562-6080 today to reserve your seat!
 
For more information about other PastPerfect Training opportunities, please visit http://www.museumsoftware.com/training.shtml.


3: Wish You Were Here Holiday Giveaway
by Dan Braceland
  
Do you want to win free PastPerfect products? PastPerfect Software will be giving away one item each Tuesday throughout the month of December. To enter, please send us a postcard with your name, organization, telephone number and email address. We will randomly select a winner on Tuesday for the week's prize. For a full list of prizes and contest rules, please visit http://www.museumsoftware.com/WYWHnl.shtml. Send your postcard ASAP to enter. The first drawing is on Tuesday, December 6th.  Good Luck!


4: Technical Tip - Helpful End-of-the-Year Reports
by Jessica Meulendyk

As the end of 2011 approaches, many organizations utilize year-end summary reports relating to their Donations, Dues Payments, and In-kind Gifts.  These reports can help you review the achievements of the past year and set new goals for the future.

The Pledges/Receipts screen is a great place to start.  Be sure to select the tab for the Entire Year at the top and then select your current year in the left sidebar.  There are several report options from this screen.  Monetary totals can be found at the end of each report.
  • Print Receipts (under Donations) lists the donations for a particular date range and can be narrowed down by fund.
  • Print Receipts (under Dues) prints the membership dues received in a particular date range and can also be narrowed down by Membership Type and/or Subtype.

Other helpful reports can be found in Reports | Dues & Donations:

  • Membership Renewals produces a list of the memberships that were scheduled to renew within a particular date range and then shows you how many did renew.  The totals at the end of this report include the numbers of New Memberships, Renewals, and Overdue Memberships.
  • Donations, Dues, and In-kind Gifts reports on the donations, dues and/or in-kind gifts for a particular date range and can be limited by amounts.  If you need specific numbers for a particular Campaign or Campaign Activities, this report is the one to use.
  • In-kind Donations lists the in-kind donations within a particular date range.

If you have any questions running these reports, please contact our support office at 1-800-562-6080 or email support@museumsoftware.com.


5:  Free PastPerfect Update - 5.0b4
by Jennifer Whitfield
  
PastPerfect updates may be downloaded from our website at http://museumsoftware.com/softwareupdates.shtml. Please review the instructions on the download page before running the update.
 
Version 5.0b4 - Released November 3, 2011.  This update includes a number of fixes and a new Report Maker feature.
  • In Archives, when data is entered in fields in "Identity Statement" or "Context," the tab names become bold. 
  • Catalog Date and Catalog By fields are now available as Query Results fields. To set up fields you want to view in search results, please go to Setup | Query Fields and select your table. Then click the button "Change Query Results Field List."
  • If an error occurs when backing up images and multimedia to hard drive or removable drive, the error message will list the files not backed up.
  • When making a global data change for a catalog list, the Field drop-down menu has selections whether the list has records from one catalog or multiple catalogs.
New Feature: If you add fields to an existing Report Maker report, you now have the option to either rebuild the layout or keep the current layout. If you select Rebuild Layout, Report Maker will automatically add the field(s) and take the report design back to the default setting. If you have made design changes to your report, you can run the report with the existing layout. This way you keep your layout changes and add the fields using the Modify Report Layout tools.  For more information about modifying reports, please see Chapter 19 "Advanced Report Modifications" in the User's Guide.

 

In This Issue:

 November 7, 2011

1) 8000 Customers!
2) PastPerfect 5.0 Online Training December 6-8
3) Wish You Were Here Holiday Giveaway
4) Technical Tip - End-of-Year Reports
5) FREE Update - 5.0b4