Session Making Designations Related Help Topics Designations: Overview Designation Tab (Contact) Creating / Editing a Designation Objective Create Designations to receive gifts. Designations can be staff members, ministries, or projects. Every designation...
Duplicates can easily occur in DonorWise. This topic is available on video! View > Video: Resolving Duplicate Contacts Examples • A donor has moved since their last gift and has not notified your ministry of an address change and therefore appears...
This tab contains specific items related to this contact that is not basic biographical information. Journal Name • The Journal Name is part of the description for journal items posted to the General ledger. It is set automatically when a contact...
The <Notes> tab is a simple note pad where freeform notes can be stored. Information entered here will also display in the Notes field in the <Name & Address Bar>. < Prev Topic | Next Topic >
The Groups Tab is used for managing a contact's membership in all Saved Groups. Read More Read More > Groups View < Prev Topic | Next Topic >
If this contact is not a designation, then the Gifts Received Tab will only give an option to make the contact a designation. This button is more like a hyperlink, taking you into the Designation box. From that box, you can manage all designations, not...
All contacts have a Donor tab. Many contacts, however, will not be Donors. A donor is any contact who has ever given a contribution to the ministry. "Make a donor" is now automated A donor, by definition, is any contact which has given a gift...
The record of all donations from this donor. The display can also show redirected and related donors, as well as corrections and reversals. Read More Read More > Corrections and Reversals Read More > Redirected donors Read More > Related donors...
The Designation Tab manages the contact information specifically related to those contacts who receive gifts from donors. In DonorWise, a designation is a contact ID that receives gifts. It can be a staff member, a ministry, or a project. When a donor...
Contacts are people or organizations, and life happens; they are constantly changing. DonorWise has many built-in features designed to handle these situations: Duplicate Contacts When the same contact appears more than once in your database. Related Donor...
The Change Log is a record of key changes made to a contact. Not all changes will be be logged. One use of this information is as a reference when a donor calls asking a question about some change they requested. Refresh Refreshes the change information...
The Address tab shows the key biographical information for • Home Address The black dot indicates the Preferred selection. • Business Address If the contact is married, DonorWise will automatically create a separate Business Address for each...