New Features
a) Ability to use fractional dollar amounts (10/15/04) *
b) Added ability to use ranges in zip code searches, i.e.
10001...11999 (10/15/04)
c) New Icon for ODB, greater resolution for Windows XP (10/26/04).
d) Added right-click feature to main menu to allow looking
up elected officials, based on 5 or 9-digit zip code. (12/14/04)
e) Included the salutation field in donor reports (1/11).
f) Added an "extended groups import" feature. (1/18) Also
Changed the importing choices to a pull down menu. This broke
custom importing; ODB would ask you to include an OLDID field
even when that was not necessary. This was fixed on 7/13/05.
g) Revamp of donation screen and donation/ledger codes: (1/18)
-ledger "subcategory" codes can now have 2 characters.
They actually can be a single letter, or a letter and a number
by default they are off (invisible), however.
-added ability to search by "subcategory" codes, using the
same interface used to search by donation "category" codes.
-the appeal codes now are stored in a list, similar to SRC
codes, and the length is now restricted to three to eight
characters (instead of 1 to ten).
-donation entry screen reorganized, enlarged
-added support for "giftcomment" field, which is a maximum
of 80 characters by default, to be enabled in future
-added support for "check number" field, to be enabled in future
-note that type codes can still have only one character
h) SRC codes may have between 3 and eight characters. (1/18)
i) NEW odb setting appealcodemax can be used to limit the
length of the appeal code. (1/18) FIX on 8/18, the default
was not properly set...
j) NEW odb setting srccodemax can be used to limit the length
of the src code. Setting it to "4" will mimic the behavior
of ODB currently. (1/18)
k) NEW odb setting "showsubcategory" will show or hide this
field (1/18)
l) NEW odb setting "groupslabel" can change the terminology used
for "groups." I.E. it can be changed to "sites". (1/18)
m) Default sort order for people in main menu is now last name,
first name. (completed 3/10)
n) city state lookup (on zip code) implemented for "groups"
area of ODB. (3/28)
o) added option to examine duplicates 1 at a time in when
importing donations (4/18)
p) New export tab implemented for more intuitive export
interface (4/26) Added (7/13): This interface allows you
to customize the export fields and field order, with a user
interface very similar to the Import screen. The buttons
to move up and down in the list were mostly not working
properly until 7/13). User defined fields not
showing up all the time until 11/4.
q) Revamped "People Entry" and "Group Entry" screens now
can be expanded to have a large comments area. You must
turn the setting "enlargecommentspace" to "on".
r) Totally revamped "People Entry" area now organizes
some of the less used codes in a small "tabbed navigation"
area. This means that it is actually much easier to take
advantage of the user defined field in ODB, or the
date of birth, or gender fields.
s) Additional user defined field added. You can now have two.
t) New feature added to allow ODB to manage a second email
address. The email is within the tabbed navigation area
and you can completely control how the email is treated,
i.e. whether it is just a second email for that person
that is a backup (in which case you check no boxes) or
if it is actually a second family member, or email to
be used only for bulk mailings * Note: field validation
added on 7/28/05 for the 2nd email. Also the checkboxes
had a bug in that they were not cleared out when you closed
out one record and opened another one.
u) New feature added to allow user to control email list
subscriptions from within ODB. For this to work, the
user must use an email list service that allows a single
URL to cause a person to be added or deleted. OC
could offer a variant of this service to organizations
who pay the ODB support fee: a PHP command page that
generates the appropriate email message, using OC's
server, to simulate a request by the user. *
v) New field "occupation" is now included, for tracking
of voters and voter list. Can be edited but cannot
yet be printed. *
w) Added the ability to modify the geographic categories
and also to search for multiple geographic categories
at once. (5/2)
x) Revamped search screen, using a "tabbed" interface
to allow user to use additional search criteria,
including searches by street address. (5/2)
y) Added feature to allow an organization to set default
values for the "individual type" and "organization type"
combo boxes, located in the people entry and groups entry
screens (5/3)
z) Added a mass "fix dates" feature, basically goes through
all chosen records and fixes the membership dates to
match the donations that are in the database. Operates
only on the records that are chosen. This is in the form
of a button on the Mass Action screen. (5/4)
aa) Added the ability for ODB to include (with the installer)
a sample database, and added the ability for the user to
choose this as an installation option (5/6) * Made major
updates in the sample database on 8/18/05.
bb) Added a right-click option in groups to allow you
to go a linked person (5/9)
cc) Change setup step #2 so that the user may choose between
two options: storing their database in the "my documents"
folder or the "all users" folder. (5/10)
dd) Thorough test of conversion utility.
ee) Added right click option to copy email addresses
ff) big improvement in summary report in Select Records
screen (more room for category descriptions, printout
of subcategory breakdown, left margin, bold totals. (5/19)
gg) Added "Mass Update" screen to enable you to set or unset
various ODB codes for the currently chosen records.
Finished on 5/17. Important fix on 9/15, because with
individual type or org. type or GEOG codes, ODB was
replacing the existing code 2 character codes all the
time, which meant that you would have "I " as the code
instead of simply "I" which ODB did not like.
hh) Added right-click option to "Mass Update" to allow you
to copy a list of IDS to the clipboard, in the form:
(101,102,103,105,110,111). The reason for this is to
make it easy to exclude or include these folks from the
records currently selected, using the "Advanced Query"
function. I.e. you can use the syntax "ID In (101,102,
103,106)" as part of a custom query, or "ID not In (101,102,
103,106)". (5/17)
ii) Added a right-click option to the main menu, Advanced
Search button, to allow you to preload the advanced
search screen in 6 different ways. (3/15)
jj) Added Appealcode to the fields that appear when you
do a donation search. So now you get the category,
subcategory, and appeal code. (5/19) Note: this
broke some of the donation reports, but we discovered
and fixed this on 6/8/05.
kk) Added a "subquery" feature to Select Records. What this
means is that after you have selected any number of
people or donors, you may then select again from within
the first list. This is very convenient if you want to
do something like find people outside of massachusetts,
and then restrict the list to people who have donated in
the past. (5/25)
ll) Redid the "print" screen to support a new tab for
print reports directly from ODB. Assumes that the reports
will be printed through a 3rd party piece of software that
will directly access the Access tables. Allows the user to
set up any number of reports and will eventually allow the
order of the listed reports to be customized by the
enduser or consultant. (5/26)
mm) Added red text "N O $ C A L L S" so that when a user
has that checkbox checked, the info will be visible to
a potential caller (6/16) This was not working properly
in groups, so this was fixed (11/1)
nn) Changed location of lastquery.txt to the Temporary folder
for currently logged on user.
oo) Working version of report viewer integration: new
ODB add-in called rptview.exe created, to run reports
from the command line. Print window now supports sending
a date to this report runner, which can affect what the
user will see. (6/20)
pp) Changed the control used to show the "listview" from
comctl32.ocx to mscomctl.ocx. This has the effect of
showing gridlines in the listing generated by Select
records, a definite plus (6/20)
qq) Added feature to ODB to automatically detect incorrect
screen resolution, and to offer to adjust it if the
users's computer is capable of it (6/20).
rr) New template format for 1.0 is implemented, and old
templates are converted. The new format is based on
XML (7/27).
ss) Added a menu command to create a system DSN out of
your ODB database. Very easy to use, you right click on
mass update and choose Create ODBC DSN... (8/17)
tt) ODB 1.0 had partial support for the "class" field, which
is an additional pull down menu that can be turned on. I
went ahead and added full support for this, though I have not
tested it yet. * (8/17)
uu) Added menu command (right click on mass update) to allow
the user to remove "Nulls" from their ODB database tracking
code fields (in both the People and Groups tables). (8/17)
vv) Added ability to enter notes, with a user defined "notetype"
code. Added ability to search on notes from the "Select
records" window, searching by date note was entered or last
updated. (8/23) FIXED notetypes on 11/8, and made it possible
for notetypes to be 1 or 2 letter codes.
ww) Added ability to enter pledges, with all the bells and
whistles about setting up payment dates, number of
installments, etc. If you change one of the settings, the
others adjust as well to give you something that makes
sense. (8/23) Added ability to associate a payment with
a pledge, from the Add Gift (or edit gift) window.
yy) Updated the "clone" feature so that the fax field is copied
by default, and so that the SRC fields are also copied when
you copy "all possible fields." (9/1)
zz) Added new right-click option for the main menu: if you
right-click on the email address, you can generate a basic
email that is intended to ask the recipient to send their
updated address or phone number. The email should be
generated within the currently active email client. (9/10)
a1) Added new right-click option for the main menu: if you
right click on a contact, you will see an option to copy
their information to the clipboard in Vcard format. (9/12)
b1) Added reminder capability, so that if you enter a note
and associate reminders with it, ODB will pop up a small
icon to remind you to reconnect with these contacts by
email, hard copy, or a phone call (9/14)
c1) Updated zip code lookup routines in response to change
by US postal service (9/28)
d1) Added a right click area to eight additional buttons to
allow the user to achieve the effect of a right-click
without the use of the right mouse button (10/26)
e1) Extended the function that reminds people to mark
addresses as complete/incomplete to the 'Groups' area. (10/27)
f1) Extended the right-click menu for the main "search"
button so that the user can set it up for ODB to
automatically open up the 'Add Note' or 'Add Pledge'
window when a record is found (10/28)
g1) Implemented ability to adjust the sort order for reports. (11/1)
h1) Implemented the ability to include an appealcode to
assign to all imported payments in a batch (11/1)
i1) Added 2 new ODB settings. Extrafirstline will allow
you to put any merge text you want into an additional
first line on mailing labels. To use it you set it to
some text such as " *EXPIRES ON [[memexpire]]*" ; note
that the field names must be double bracketed. For
situations where the field value is null, ODB will by
default leave it blank. You can set the value of the
ODB setting ExtraFirstEmptyField to something (like
"N/A") to put some text in there for null fields.
Currently, this works only for null date fields; not for
zero-length string fields. (11/2)
j1) Added email and email2 as searchable items in the
Advanced Search screeen (actually, added these in
August and fixed a small bug with clearing them on 11/2).
k1) Added functionality to generate simple listing-reports
on selected Payments and Pledges, in the Advanced
Search screen. The implementation is very similar to
generating simple donation reports. (11/6).
l1) New, slick data entry method for People entry
screen, allows you to enter the main portion of the
address as a single text block (11/10).
m1) First release of ODB 1.0 user guide (11/11).
n1) Added preliminary support for Apartment field (11/11)
The field will automatically show up if the setting
showapt is turned on (11/11).
o1) Added right-click on Advanced Search button feature,
to look up records modified today (11/11). Extended
this behavior to Groups and to records entered today
(11/14)
p1) Added the ability to allow accented spanish
characters in places where they were once filtered
For now, you have to turn on the setting "intlchars"
to make this work. (11/11)
q1) Added the ability to turn off filtering of "(" and ")"
in phone numbers. Turn "intlphone" on to make this
happen. (11/13)
r1) Added the ability to specify which table you are
importing from as part of an import specification. (8/1?)
s1) Added right-click menu options from the History button
on the main menu screen, so that you can go directly to
Payment history, Notes history, or Pledges history (11/16)

t1) Added ability to Omit records form the main menu screen (11/20)
U1) Added item to Mass Action menu to execute a Thank you
note generation script (11/20) This required adding
an ODB setting to store the start date for thank yous.
V1) Added item to Print menu to print currently chosen
records to default printer, in the user's preferred
label format. This required adding an ODB setting to
store the format. (11/19)
W1) Added a "presets" pull down box to the People pane of
the main menu window, to make it easier for a novice
user to generate the queries needed to do membership
renewals. By default this will not show up. (11/20)
On 11/22, added to the list of "presets", which number 8:

LYBUNT - Last Year But Not This Year Givers
LGYBF - People Last Giving in Year Before Last
Renew1 - People Expiring Month After Next
Renew2 - People Expiring Next Month
ThisMonth - People Expiring This Month
LastMonth - People who Expired Last Month
Lapse6 - Expired in last 6 Months
Lapse12 - Expired in last Year

X1) Added the ability to turn off the feature that keeps
bugging you to reduce the donor's "ask amount." (11/19)
Y1) Changed the routines throughout ODB to store the full
date AND time of all modifications to the data. (11/19)
Z1) Incorporated ability to split out the apartment number
and an optional 3rd line in the date entry routines (11/20)
A2) Allowed user to determine how the results would show
in the main menu list: firstname lastname or
last, first. (11/18)
B2) Added buttons to add payment window to allow user to
save and then add a note or edit the people record. (11/18)
C2) Implemented Mass Lookup Zip Codes (11/17)
D2) Implemented exporting to clipboard (11/17)
E2) List of field names in help was updated for the advanced search
screen (11/29))
F2) Reintroduced button in donation search results to
print a listing of donors or notes on the default printer (11/29)
G2) Installer will now use a different name for the ODB icon
for installations of ODB not installed in the default
location. This name is "Run ODB in Custom Location". Also,
the default name for the icon is now "Run ODB 1.0" so you
can distinguish this from an icon for an existing 0.9 version.
(11/29)

Minor Bugs Fixed
a) ODB was discarding characters you entered into the
phone number fields if they were more than 18 characters.
b) Bug in copy emails: If sarajane@aol.com is in a list
of emails and jane@aol.com comes later in the list, ODB
will suppress jane@aol.com because the duplicate checking
is not accurate.
c) There were a few fields that were not causing ODB to
highlight the "Save" button in the People entry when
you modified those fields.
d) There were quite a few fields (expired and modified
dates, for example) that were not updating the sql
query when you changed them.
e) On systems without a c: drive, the installer crashes (5/9)
f) When you delete a donation, the selected item in the
listbox was moving upward; now it stays in the same
place (5/11)
g) Language when editing old payment was incorrect; should
not have said "do you want to add a pmt from 03" (5/11)
h) When you print a tax receipt for gifts over $250, the
radio button for tax receipt was not getting high-
lighted. (5/11)
i) ODB was not letting you erase a custom salutation under
circumstances (5/12)
j) ODB was erasing the zip2 field when you backwards tabbed
out of it (5/12)
k) ODB would not let you paste international phone numbers
into any of the phone fields without truncating them (5/16)
l) If your category and subcategory names were long, the
subcategory would not show up in a person's payment
history. Changed the tab stops and table width to allow
more of the subcategory to show. (5/19)
m) Widened display of donations (view history) to show
more of the category/subcategory text. (6/8)
n) Defaults for expiration date and joined date are now
"mm/dd/yy" when you create a new record (6/20)
o) When you look up a zip code from the web, ODB was not
immediately updating the screen (7/11)
p) Fixed two 1.0 problems: the user defined field (user1)
was not showing up after a conversion. Run the new convert1.0
utility to fix this. The other problem was that SRC code
import was not working if you loaded in an import specification
to set up an import of a SRC code (7/13)
q) Importing of hyphenated names -- this was dropping the
hyphen. Changed this to only drop extra quotes. This
might cause names with apostrophes (') to break the
duplicate checking so this should be tested (7/13)
r) Fixed extra redrawing that was taking place when the Main
Menu window was resized (7/28)
s) Fixed delays in redrawing when opening up a People or Groups
screen, by moving some processing to when the window is
hidden (7/28)
t) Updated the defaults of SRCcodemax and AppealcodeMax, to
8 and 4 respectively (8/24)
u) Changed method of selecting SRC codes so that ODB will
actually select the item that the user clicks on. (9/1)
v) Automatic backups were taking place in some situations
right after a new installation, or attaching to a new DB.
The intended behavior is to have the backups take place
the second time the DB is opened. Corrected 9/21.
u) The use of Shift-F10 as an accessibility shortcut was
not working for most of the buttons. Fixed, so it now
works for all buttons that allow a right-click. (10/26)
v) Fix of reply slip printing so that you can use a "PDF"
generator to print them. (11/2)
w) 'No $ calls' label was showing up all the time when looking at
'Groups' in the main menu (11/1).
x) Adjusted the method of getting the desktop directory so it
should be more reliable, and not depend on presence of Wscript
on the computer. (11/3)
y) The method of determining the installation location in
the setup wizard was assuming that the user's documents
folders in WinXP/2000 were on the C: Drive (11/4)
z) Rare crash in check-duplicates when you had quote (")
characters in the street name or number is now fixed. Also
ODB will now prevent entry of quotes in the street number. (11/4)
aa)When ODB creates the batch file 'odb.bat' to enable ODB to
be run from the command line, it will now use the long path
inside of this file to make it more readable (11/4)
bb)Improved function that checks validity of email
addresses (10/25)
cc)ODB was asking if you wanted to replace the CD
information with nothing when the lookup failed; this is
disabled for now, as it was confusing (11/4).
dd)Donation report choice #3 was not returning the proper
results, due to a very minor error. This issue was
also fixed in version 0.9.6e (11/7).
ee)Fixed small bug in showing search results if one
of the Name fields contained a "null" value. (11/10)
ff)Fixed problems in pasting phone numbers, and allowed
this function to be disabled using a setting named
"intlphone" (11/12)
gg)Fixed data entry issue where addresses like "10 A Town Court"
would not be recognized as sortable, numeric addresses
due to the presence of the space after "10". Now "10 A"
will be recognized and sorted as coming before "10 B" or
"10B".
hh)Fixed problem where save dialog for extra backup would show
up in the top left hand corner of ODB. (11/13)
ii)Fixed problem where focus was not set when you right-
clicked in the "Choices" window.
jj)Add Payment screen has an unwanted close box on it (11/14)
kk)Fixed problem where the country field was not included when
addresses were copied from the main menu. (11/15)
ll)Fixed problem where ODB would flag certain international
addresses as incomplete, when they obviously were not. (11/15)
mm)Fixed problem where exporting data to the clipboard was no
longer working in 1.0. (11/15)
nn)Fixed problem where VID field in advanced search screen would
be used for both people and Groups searches. (11/15)
oo)Fixed problem in detail printing where records would run
into each other. (11/12)
pp)Added error handling in case of the records in an open
result set is deleted, to gracefully deal with the situation. (11/19)
qq)Removed several queries from the installer as they are
not ready to be used yet. (11/20)
rr)Restored use of "biglist" feature which had not been tested
in version 1.0 yet. (11/20)
ss)Improved display of fractional dollar amounts, which was
showing just once decimal place in some instances. (11/20)
tt)Added inded to Last name field in database to improve
query performance over slower networks. (11/20)
uu)Fixed bug where ODB would conflate the "group VID" field
search string with the search string for the individual
VID field. (11/20)
vv)Fixed crash in "mass set gift dates" (11/19)
ww)Fixed handling of Canada, UK, and some other internationally
formatted dates. (11/18)
yy)Corrected some problems in new features: the 'Find At Address'
right click option on Advanced Search button was not filling
in the proper search fields. The "add with last name from
search box" function did not like hyphenated names or names with
an apostophe. The Pledge Search screen did not clear out
properly and the radio buttons did not change the query. The
import screen would ignore the table name from the new import
specification format. One of the fields in the report
definitions table did not have zero length enabled. Spurious
"you have no report categories defined" error. New payment
import combo box (appealcodes) not loading at all. (11/22)
zz)Corrected null values in the sample database that could
cause ODB to report errors and in a couple of cases get into
an infinite loop. (11/22)
a1)NSIS installer was appending "oc" to a custom directory that you
chose, if it was not c:\program files\oc (11/29(
b1)Installer may look in wrong place for templates if there is a
prior installation (11/29)
c1)Installer should not use default to use data from existing
installation if that was pre-1.0 (11/29)

Database Changes
a) VID field in groups table is renamed "OID" DONE
b) Name of the appealinfo field in the donations table is
renamed to "appealcode". It is now limited to 8 characters. DONE
c) The phone number fields in people table must all have
20 characters, including FAx number. DONE
d) New field in SRC code table, called "inactive" to be
used for disabling unused SRC codes DONE
e) New table Appealcodes, similar to SRCcodes in its
structure, but used to store donations and pledge codes DONE
f) New fields in donation table for check number, donation
comment DONE
g) Four new fields in the People table: a second email
address and three check boxes that determine how that
second email address is to be used:
"Email2listservs" "Email2copyemail" "Email2extracopy" DONE
h) the field "updatedby" was added to the people, groups,
donations, and notes and pledges table so that we can track who
the last person to change something was. DONE
j) In the "donations" table, the UserID field renamed PeopleID
k) Added a field PledgeID to the donations table to indicate
a donation that fulfills a pledge. DONE
l) Field added to donations, people, and groups tables:
Updatedby and Enteredby. Also added to donations table was
the field "Updated", so you know when important data changed. DONE
m) Changes in settings formats and categories: Code categories
renamed. Geog -> Geogcat, Ledger -> Category, Proj -> Projtype,
and finally Indtype -> Type. DONE
o) Enlarged the donation table fields Category and Subcategory. Now
these fields will allow 2 characters instead of one. DONE
p) Added "Apt" field to the People table for future use, apt stands
for Apartment. DONE
q) Fixed problems with the conversion utility, mainly that it
often crashed while trying to extend the size of the codecat
field in the codes table, and that it was failing to change
the setting names for the user defined field #1. The names are
changed to "user1fieldname" and "user1fieldproperties". (7/13) DONE
r) Fixed additional problem in conversion utility, in that
it was failing to make changes to the report definitions
table if that table already existed. (8/2?) DONE
s) Renamed lastgave field in People table to lastgiftdt,
to be compatible with the 0.9.9 builds, and easier to understand.
Added Lastnongift and Lastnongiftdt for future use. (8/17) DONE
t) Added the "Class" field to the People table. (8/17) DONE
u) Added a 'NationalID' field to the People table for integration
with other, "master copy" databases (8/17) DONE
v) Added a 'Skype' field to hold the user's Skype ID (8/24) DONE
w) Revamped the "settings" table completely (the settings
table will be renamed oldsettings and a new settings table
will take its place...) (9/27) DONE
x) New table Reportdefs, structure finalized on 10/21, to
store definitions of external reports which can be implemented
using Access, Crystal Reports 4.6, Open Office.
y) New tables Notes and Pledges, to store notes, pledges, and
reminders. Structure pretty much finalized in early October 2005.
z) Added a Line3 field, which may be available in early versions
of 1.0. (10/24/05)