PastPerfect Newsletter

October 2006 Newsletter

1. Customer Appreciation Sale!

2. Upcoming Training Opportunities for PastPerfect 4.0!

3. Free Updates for PastPerfect Software

4. Look Who's Using PastPerfect: The Amelia Island Museum of History, Fernandina Beach, Florida

5. Tech Tip: Creating lists using Lists and Labels.

6. Contact Information

1. Customer Appreciation Sale!

In celebration of our over 5,000 customers, we are offering a special sale exclusively for our newsletter recipients.

Save on upgrading to PastPerfect 4.0!
For our current PastPerfect 3.0 and 3.5 customers, we are offering a special offer to upgrade your current program to PastPerfect 4.0. For $199, you will receive all of the new and updated features that will further enhance your collections and contacts management. For a list of new and updated features, please visit http://www.museumsoftware.com/upgrade_4.htm.

Save on Annual Support!
For all of our newsletter recipients, we are offering a special offer to renew your annual support for $199! An annual support contract gives you unlimited calls to our support office for the year. Institutions that currently have a support contract can also take advantage of this opportunity and extend their contract for an additional year.

To take advantage of these offers, please contact our support office and mention that you heard about the offer in this newsletter. Sale ends November 15, 2006!

2. Upcoming Training Opportunities for PastPerfect 4.0!

The 2006 Training Classes are well under way! As more dates and locations are scheduled, they will be added to the listing below. To find out more information about the scheduled training classes or to inquire about possibly scheduling a session in your area, please contact our Training Coordinator, Amy Dunn, by phone at 610-304-0973 or by e-mail at training@museumsoftware.com.

Oberlin, OH
Hosted by the Oberlin Heritage Center
October 10-12

Richmond, VA
Hosted by the County of Henrico Division of Recreation and State Parks
October 31-November 2

West Chester, PA
Hosted by the Chester County Historical Society
November 2-3

Bellingham, WA
Hosted by the American Museum of Radio and Electricity
November 7-9

Lexington, MA
Hosted by the Lexington Historical Society at the Depot
November 14-16

Be sure to check out our website at www.museumsoftware.com/training.htm for additional training dates and other information!

3. Free Updates for PastPerfect Museum Software

Did you know updates are available from our website for your PastPerfect Museum Software versions 3.5 and 4.0? These free updates are released every two months or so and are available for download by going to this page on our website: http://www.museumsoftware.com/software_updates.htm.

If you would rather receive a free update CD, please contact our Support Office toll free at 1-800-562-6080 or by e-mail at support@museumsoftware.com.

PastPerfect Version 3.5- New Update Available 3.5C1

New features available in PastPerfect 3.5C1 include:

* Ability to include "Notes" and "Inmemory" fields to the Donations- Money Report

PastPerfect Version 4- New Update Available 4.0C7

New features available in PastPerfect 4.0C7 include:

* New Authority files for Contact Custom Fields 1-3, Library Series, and People Biography Role field
* Add fields "Collector/Donor Details", "Location Notes", and a set of 5 location fields to Site subscreen
* Add New Membership Report
* Add New Prospect Report
* Add New Prospect Details Report
* Site Elevation field can automatically convert from meters to feet
* Display of large "Deceased" flag on main contacts screen if box is checked on Biography subscreen
* Option to add any field from the Contacts database to the Contacts To Do list report
* Option to add fields "date joined" and contacts custom fields 1-6 to Batch Dues receipts report and batch dues mailing lists
* Outgoing Loans report "List of Loans" has option to narrow the list by loanno, outdate, duedate, or institution
* Search Terms authority file report includes number of entries in each catalog
* First name field is included when exporting the Donations, Dues & Inkind Gifts report to Excel

If you have comments or suggestions for PastPerfect version 4, please e-mail your ideas to suggestions@museumsoftware.com. We are eager to hear your comments and learn ways that Pastime Software can better serve our customers.

4. Look Who's Using PastPerfect: The Amelia Island Museum of History in Fernandina Beach, Florida

The Amelia Island Museum of History in Fernandina Beach, Florida, celebrates the 4,000 year history and culture of Nassau County, located in northeast Florida. Housed in the historic Nassau County Jail building, the museum offers local walking tours, historical exhibits, elderhostel programs, and lecture series to promote the community's history under eight flags of occupation.

The Amelia Island Museum of History has joined the Veterans History Project, an oral history archive containing first hand accounts of veteran and civilian experiences from World War I to the Persian Gulf War. Each of the oral histories contributed by the veterans of Nassau County will be transcribed and added to the museum's PastPerfect program. Audio clips of the oral histories are being planned to be included in the museum's PastPerfect-Online site.

For more information about the Amelia Island Museum of History, visit their website at http://www.ameliamuseum.org. You can view their PastPerfect-Online site at http://ameliaisland.pastperfect-online.com.

5. Tech Tip: Creating lists using Lists and Labels.

PastPerfect's contact management section allows users to create up to 80 User Defined Lists. These lists can then be used for mailings, reports, and more! In the following example, we will create a list of all members who live in our state.

Here are a few more simple commands and their meanings:

State="PA" -selects all contacts who have PA in their primary address.
Memno>0 -selects all people who have a membership number, both current and expired.
Nextdue>ctod("09/30/2006") -selects all contacts who expire after September 30, 2006.
Billmember=1 -selects contacts who are the "Bill To" member in a family membership.

Here is how we can put them all together if I wanted to create a list of all of the Pennsylvania residents whose membership expires after September 30, 2006:
State="PA" and Nextdue>ctod("09/30/2006") and Billmember=1

If I want all of the contacts that live in one of two states, it would be:
State="PA" or State="MD"

If I want only the members in PA and MD:
Memno>0 and (State="PA" or State="MD")

Here is a similar command, but this time I want all of the memberships (all states) who expired in September:
Nextdue>ctod("08/31/2006") and Nextdue<ctod("10/1/2006") and Billmember=1

Lists are powerful tools to isolate sections of your contacts database. A complete explanation of the Lists and Labels features can be found on page 277 of the Version 4.0 User Guide.

Watch for more examples next month!!!

6. Contact Information

Address: 300 North Pottstown Pike, Suite 200 Exton, PA 19341
Website: www.MuseumSoftware.com
Sales & Product Info: 800-562-6080 or sales@museumsoftware.com
Support: 800-562-6080 or support@museumsoftware.com
Training: 610-304-0973 or training@museumsoftware.com
Data Conversions: 800-562-6080 or conversions@museumsoftware.com

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October 2006 Newsletter 1. Customer Appreciation Sale! 2. Upcoming Training Opportunities for PastPerfect 4.0! 3. Free Updates for PastPerfect Software 4. Look Who's Using PastPerfect: The Amelia Island Museum of History, Fernandina Beach, Florida 5. Tech Tip: Creating lists using Lists and Labels. 6. Contact Information 1. Customer Appreciation Sale! In celebration of our over 5,000 customers, we are offering a special sale exclusively for our newsletter recipients. *Save on upgrading to PastPerfect 4.0!* For our current PastPerfect 3.0 and 3.5 customers, we are offering a special offer to upgrade your current program to PastPerfect 4.0. For $199, you will receive all of the new and updated features that will further enhance your collections and contacts management. For a list of new and updated features, please visit http://www.museumsoftware.com/upgrade_4.htm. *Save on Annual Support!* For all of our newsletter recipients, we are offering a special offer to renew your annual support for $199! An annual support contract gives you unlimited calls to our support office for the year. Institutions that currently have a support contract can also take advantage of this opportunity and extend their contract for an additional year. To take advantage of these offers, please contact our support office and mention that you heard about the offer in this newsletter. Sale ends November 15, 2006! 2. Upcoming Training Opportunities for PastPerfect 4.0! The 2006 Training Classes are well under way! As more dates and locations are scheduled, they will be added to the listing below. To find out more information about the scheduled training classes or to inquire about possibly scheduling a session in your area, please contact our Training Coordinator, Amy Dunn, by phone at 610-304-0973 or by e-mail at training@museumsoftware.com. Oberlin, OH Hosted by the Oberlin Heritage Center October 10-12 Richmond, VA Hosted by the County of Henrico Division of Recreation and State Parks October 31-November 2 West Chester, PA Hosted by the Chester County Historical Society November 2-3 Bellingham, WA Hosted by the American Museum of Radio and Electricity November 7-9 Lexington, MA Hosted by the Lexington Historical Society at the Depot November 14-16 Be sure to check out our website at www.museumsoftware.com/training.htm for additional training dates and other information! 3. Free Updates for PastPerfect Museum Software Did you know updates are available from our website for your PastPerfect Museum Software versions 3.5 and 4.0? These free updates are released every two months or so and are available for download by going to this page on our website: http://www.museumsoftware.com/software_updates.htm. If you would rather receive a free update CD, please contact our Support Office toll free at 1-800-562-6080 or by e-mail at support@museumsoftware.com. PastPerfect Version 3.5- New Update Available 3.5C1 *New features available in PastPerfect 3.5C1 include:* * Ability to include "Notes" and "Inmemory" fields to the Donations- Money Report PastPerfect Version 4- New Update Available 4.0C7 *New features available in PastPerfect 4.0C7 include:* * New Authority files for Contact Custom Fields 1-3, Library Series, and People Biography Role field * Add fields "Collector/Donor Details", "Location Notes", and a set of 5 location fields to Site subscreen * Add New Membership Report * Add New Prospect Report * Add New Prospect Details Report * Site Elevation field can automatically convert from meters to feet * Display of large "Deceased" flag on main contacts screen if box is checked on Biography subscreen * Option to add any field from the Contacts database to the Contacts To Do list report * Option to add fields "date joined" and contacts custom fields 1-6 to Batch Dues receipts report and batch dues mailing lists * Outgoing Loans report "List of Loans" has option to narrow the list by loanno, outdate, duedate, or institution * Search Terms authority file report includes number of entries in each catalog * First name field is included when exporting the Donations, Dues & Inkind Gifts report to Excel If you have comments or suggestions for PastPerfect version 4, please e-mail your ideas to suggestions@museumsoftware.com. We are eager to hear your comments and learn ways that Pastime Software can better serve our customers. 4. Look Who's Using PastPerfect: The Amelia Island Museum of History in Fernandina Beach, Florida The Amelia Island Museum of History in Fernandina Beach, Florida, celebrates the 4,000 year history and culture of Nassau County, located in northeast Florida. Housed in the historic Nassau County Jail building, the museum offers local walking tours, historical exhibits, elderhostel programs, and lecture series to promote the community's history under eight flags of occupation. The Amelia Island Museum of History has joined the Veterans History Project, an oral history archive containing first hand accounts of veteran and civilian experiences from World War I to the Persian Gulf War. Each of the oral histories contributed by the veterans of Nassau County will be transcribed and added to the museum's PastPerfect program. Audio clips of the oral histories are being planned to be included in the museum's PastPerfect-Online site. For more information about the Amelia Island Museum of History, visit their website at http://www.ameliamuseum.org. You can view their PastPerfect-Online site at http://ameliaisland.pastperfect-online.com. 5. Tech Tip: Creating lists using Lists and Labels. PastPerfect's contact management section allows users to create up to 80 User Defined Lists. These lists can then be used for mailings, reports, and more! In the following example, we will create a list of all members who live in our state. To Create a User Defined List: Open PastPerfect and click on "Lists & Labels" Click on a blank list on the left side to select it, then click "Create or Modify User Defined List." In the empty List Name field, type "Members in our state" In the "Enter Filter Statement for adding records" type the following: memno>0 and state="PA" Then click on "Add matching records to list now" If you want to look at another state, click "clear list" then change the state. Here are a few more simple commands and their meanings: State="PA" -selects all contacts who have PA in their primary address. Memno>0 -selects all people who have a membership number, both current and expired. Nextdue>ctod("09/30/2006") -selects all contacts who expire after September 30, 2006. Billmember=1 -selects contacts who are the "Bill To" member in a family membership. Here is how we can put them all together if I wanted to create a list of all of the Pennsylvania residents whose membership expires after September 30, 2006: State="PA" and Nextdue>ctod("09/30/2006") and Billmember=1 If I want all of the contacts that live in one of two states, it would be: State="PA" or State="MD" If I want only the members in PA and MD: Memno>0 and (State="PA" or State="MD") Here is a similar command, but this time I want all of the memberships (all states) who expired in September: Nextdue>ctod("08/31/2006") and Nextdue<ctod("10/1/2006") and Billmember=1 Lists are powerful tools to isolate sections of your contacts database. A complete explanation of the Lists and Labels features can be found on page 277 of the Version 4.0 User Guide. Watch for more examples next month!!! 6. Contact Information Address: 300 North Pottstown Pike, Suite 200 Exton, PA 19341 Website: www.MuseumSoftware.com Sales & Product Info: 800-562-6080 or sales@museumsoftware.com Support: 800-562-6080 or support@museumsoftware.com Training: 610-304-0973 or training@museumsoftware.com Data Conversions: 800-562-6080 or conversions@museumsoftware.com
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