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Objective Understand similarities and differences between Groups and Lookups. Overview Some information systems use custom fields to match contacts who have similar criteria. DonorWise has some user-defined fields, but offers a more powerful feature called...
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Objective 1. Explain how a Contact is assigned as a designation and be credited with donations. 2. Explain how to redirect a contact or designation or donor 3. Explain what a Related Donor is Overview A Designation [Designación] is a contact that is coded...
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Objective Learn basic contact management features by entering new contacts. Overview Contact information can come to you in many forms. Some of these include: • On a donation slip or personal cheque • Conference registration forms •...
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Objective Introduce the Contact Management features of DonorWise Overview God's purposes are accomplished through people. Evangelistic tools, computer systems, transportation vehicles are all helpful, but people are the means God uses, and all of the...
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Objective Prepare DonorWise for use. Overview The setup is performed only one time, although any items can be changed in the future as needed. Walking through the overview provides you with an understanding of some of the foundational concepts of DonorWise...
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Objective Lay the foundation for DonorWise to correctly provide accounting entries. This applies whether you will integrate DonorWise to your accounting system or not. Overview For financial integrity, DonorWise requires a tight accounting structure....
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Objective Introduce TntMPD and TntMPD.DataServer Overview TntMPD is a contact manager for missionaries. Using TntMPD enables missionaries to maintain extensive contact information for their ministry partners--donors and other interested people, businesses...
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Welcome to the DonorWise training session. Over the next few days you will be learning all about DonorWise and how it can help your ministry operate more effectively. To facilitate this training, we have created a sample DonorWise database for the ministry...
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Objective Overview Reference Material Concepts Exercises
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Objective Explain the role of TntMPD.DataServer in the ministry financial management structure. Overview TntMPD.DataServer is the tool used to connect DonorWise and Dynamics SL (if used) to the staff members and ministries. Reference Material DonorWise...
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Objective Learn about DonorWise reports and when to run them. Overview A donation receipt is the most commonly used of many reports in DonorWise. Most of the reports can be broadly categorized in one of two ways: 1. Donation management reports to help...
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Objective Discuss the reasons why a batch would need to be corrected or reversed and how those issues are handled. Overview In a perfect world, every donation processed would have all the required information at the time of the gift. In the real world...
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Session #: Title Objective Overview Reference Material Concepts Exercises
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Objective Overview the bank import process and prepare a bank import file template. Overview In many countries, most donations are received by bank transfer or some other electronic means. Since these gifts are often recurring donations, DonorWise has...