GiftWorks Anywhere Overview

Created on: January 9, 2013 by abbie.musser@giftworksconnect.com

GiftWorks Anywhere is a hosted version of our GiftWorks desktop software.  GiftWorks Anywhere uses Citrix technology which allows you to access GiftWorks Anywhere wherever you are through an internet connection.

GiftWorks Anywhere includes all the features that are available with GiftWorks Premium and also our GiftWorks Volunteers and GiftWorks Events addins.

Since GiftWorks Anywhere is a hosted version, there are some differences between GiftWorks Anywhere and the desktop version  of GiftWorks.   This article will provide you with information on how they differ and things that only pertain to GiftWorks Anywhere.

Usernames and Passwords

GiftWorks Anywhere:

Your GiftWorks Anywhere username will always start with mr-  and usually consists of  the first letter of your first name and the first four letters of your last name. So if your name is Jane Smith, your user name will probably be: mr-jsmit.  The ‘mr ‘ stands for Mission Research (the makers of GiftWorks).

You may also see a field for “Domain”.  If so, you will want to enter in applications2u

GiftWorks Sign in:

You may or may not have a password set up to sign in to GiftWorks.  GiftWorks Anywhere includes an Advanced Security feature which gives you the ability to create users and passwords to sign in to GiftWorks.

To read more about GiftWorks Security click here

To watch a video about GiftWorks Security click here

GiftWorks “Settings” area:

GiftWorks can protect your Settings area using an Administrative Password.  You may or may not have an Administrative Password set up to access the ‘Settings’ area of GiftWorks.   If you do, you will need to enter this password every time you try access any area within the Settings section.

GiftWorks LIVE:

Not all GiftWorks Anywhere users will have a GiftWorks Live account. You will only have a GiftWorks Live account if you have purchased one of our GiftWorks Live Services (GiftWorks Online Donations, GiftWorks Web Collect or GiftWorks Data Protect)

GiftWorks Live Usernames will typically be your first.lastname  (ex:  john.smith)

NOTE: If you DO NOT have a GiftWorks Live account, you may still be prompted to enter this information in various areas of GiftWorks.  If this occurs you can simply close that window without signing in.

What is the File Explorer GiftWorks application?

The File Explorer GiftWorks application is a tool you will use to manage file storage for GiftWorks Anywhere.  It will also be used to help you move files between your local computer and the GiftWorks Anywhere drives.  You will use this application anytime you need to add something into GiftWorks (like Importing files, adding letters to your Library or attaching files to your donors). You will also use this application anytime you need to take something out of GiftWorks (like Exporting SmartLists and Reports or Saving mailings).

Drives on GiftWorks Anywhere

G: Drive =Group Drive(Shared drive that all of the users at your Organization can access)

H: Drive =Home Drive(your Personal drive)

Local Disk (C:) = a virtual drive (The virtual drives are pathways back to your local computer)

Example: The Local Disk C: could be equal to C: drive on the local computer.

Existing GiftWorks users that upgrade to GiftWorks Anywhere

You will need to move your GiftWorks database file to the G: or H: drive

If your Organization has multiple GiftWorks Anywhere users, you MUST put the database file on the G: drive.

If you are unsure of where your existing database file is stored, you can open GiftWorks on your local computer (not through GiftWorks Anywhere).  Then click on the “Options” link next to Database Name on the sign in screen. Next, choose the ‘show full database location’ option.  This will show you where your .gds file is stored.

To read more about moving your database to GiftWorks Anywhere click here

To watch a video about moving your database to GiftWorks Anywhere click here

Moving files between your local computer and GiftWorks Anywhere

Use File Explorer GfitWorks to move files between the GiftWorks Anywhere drives and your local computer.  You cannot drag and drop from your local computer to the GiftWorks Anywhere drives OR Save/Export files From GiftWorks Anywhere directly to your local computer.

Importing

When you want to import data into GiftWorks, you will first need to move the file from your local computer to the G: or H: drive. Use File Explorer GiftWorks to move the file (as mentioned above)

To watch a video on how to move files for Importing click here

Exporting and Saving

When you export SmartLists and Reports or Save mailings you MUST export/save to the G: or H: drive and then move to the local computer.  Use File Explorer GiftWorks to move the file (as mentioned above)

To watch a video on how to export or save files click here

Adding your own Mailing letters

If you have your own letters that you want to add to the Letter Library you will first need to save the letter as a Rich Text Format (rtf) file.  Most word processors can save a file in this format.  You will then need to move the letter (saved as .rtf) to the G: or H: drives using the File Explorer GiftWorks in order to insert them.

To read more about adding your own letters to GiftWorks click here

Backing up GiftWorks

You will need to save the back up file (.gbf) to the G: or H: Drive.  You can use the File Explorer GiftWorks to move the file (as mentioned above) to your local computer if you would like.

To watch a video on how to back up GiftWorks click here

***If you do not have the Data Protect Service you will not be able to back up GiftWorks from the reminder on the Home Screen.   You will instead need to go to Settings / Importing, Exporting and Data Management/Manage your GiftWorks Database / Back up the Database

Printing from GiftWorks Anywhere

GiftWorks Anywhere will automatically find your printers and make them available to print to when you choose to print from GiftWorks.  There is nothing that needs to be setup within GiftWorks for this to work.

Emailing from GiftWorks Anywhere

You can set up your own outgoing mail server to send emails from GiftWorks Anywhere.

To read more about Email setup in GiftWorks click here

Using QuickBooks with GiftWorks Anywhere

You do have the option to configure GiftWorks Anywhere with your QuickBooks Company File.

If you are considering using GiftWorks Anywhere and QuickBooks, please keep in mind the following:

GiftWorks Anywhere is running on our GiftWorks Anywhere servers. To use QuickBooks to sync with

GiftWorks Anywhere, you will need to use QuickBooks that is hosted on the GiftWorks Anywhere servers also.

This will require additional set up and your Company’s QuickBooks license information.

Your QuickBooks company file will need to reside on Q: drive on the GiftWorks Anywhere server.  Use File Explorer GiftWorks to move the file (as mentioned above)

Anyone needing to use QuickBooks will also need a GiftWorks Anywhere account. If you do not want to use QuickBooks on the GiftWorks Anywhere servers, it would be possible to copy your QuickBooks company file to the GiftWorks Anywhere servers (when you want to synchronize GiftWorks and QuickBooks) temporarily and then copy your QuickBooks company file back to your computer. This would require at least one GiftWorks Anywhere user to have QuickBooks.

If you are interested in using QuickBooks with GiftWorks Anywhere, please contact our Customer Care team to set this up.

GiftWorks File Storage

If you want to add files for a donor, you will need to move the files you to the G: or H: drive.  Use File Explorer GiftWorks to move the file (as mentioned above).

When you turn this feature on, a ‘GiftWorks-File-Storage’ folder will be created in the same location as your GiftWorks database file (.gds).   DO NOT delete this folder. If you ever move your GiftWorks database file (.gds), you will need to move the ‘GiftWorks-File-Storage’ folder to the same location as your GiftWorks database file.

***Do not save any of your own files in this folder-including GiftWorks back ups***

To watch a video on GiftWorks File Storage click here

To see all of the available GiftWorks Anywhere videos click here

To see all of the available GiftWorks training videos click here

 

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Category: GiftWorks Anywhere