DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...

DonorWise Reference Guides


It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare


posted by Bob Mac Leod
31 Mar 2012

Downloads: 192
File size: 1.6MB
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DonorWise Reference Guides

Ten one-page job aids for common DonorWise tasks. Condensed from the DonorWise Training Manual, these 10 sheets represent the same topics covered in the training class. While the DonorWise Training Manual contains extensive detail on specific features, these job aids are just the quick steps for each task.

  • Full-colour
  • Includes many screen shots
  • Designed for A4, but will print on Letter-sized paper

The 10 Handy Reference Guides are:

  1. Adding New Contacts
  2. Creating a New Donation Batch
  3. Creating Designations
  4. Staff Account Transfers
  5. Staff Account Transfers Import Batch (for keeping your transfers in Excel and importing them monthly)
  6. Resolving Duplicate Contacts
  7. When Staff Marry
  8. When Contacts Die
  9. Close Accounting Period
  10. Add New Web Users (in TntMPD.DataServer)

 

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