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Video: Resolving Duplicate Contacts This DonorWise reference guide video highlights 9 common reasons why contacts are duplicated in your database, then shows briefly how to REDIRECT the unwanted contact to the wanted contact. Also, a quick example of...
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Import Your Address List from Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) If you set up your initial address list in Excel, this tutorial will walk you through the steps of importing that...
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Importing Contacts: Set up your list in Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) Creating your initial address list in Excel is often easier and quicker than putting the information directly...
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Video: Adding a New Contact A quick overview of the methods and process of adding a new contact to your contact list. Help topic(s) related to this video: Read More > Adding/Editing a Contact View > DonorWise Videos < Prev Topic | Next Topic...
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Session Marriage / Death / Termination Related Help Topics When contacts marry When contacts die When a staff member terminates Merge Staff Couple Gifts Redirect Activity Objective To understand how DonorWise handles the Contact issues created by donors...
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Session Resolving Duplicates Related Help Topics Resolving Duplicates Objective Learn how to look for and resolve duplicate contacts Pre-requisites None Duplicates can easily occur in DonorWise. This topic is available on video! View > Video: Resolving...
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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...
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Session Lookups Related Help Topics Lookups Overview Tutorial: Create a Basic Lookup Successive Lookups Objective Understand the basics of contact Lookups Pre-requisites None What is a Lookup? When using the database, there will frequently be a need to...
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Session Adding Contacts Related Help Topics Adding/Editing a Contact Objective Introduce the basic contact management features of DonorWise. Pre-requisites None This tutorial explains the contact features by using a tutorial to add a new contact. Your...
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Country Info This feature facilitates the powerful features that DonorWise employs to make it easy to use DonorWise internationally. Default Country • Which country DonorWise assumes a contact is in when entered. Mailing From Country • Which...
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What is a Lookup? When using the database, there will frequently be a need to view one or more contacts who share a common attribute. Here are some examples of contacts who may make up just a portion of the database: • Contacts who are donors (that...
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When a staff person terminates their staff designation should be inactivated by redirecting it. The ministry should have a clear policy about what to do in cases when staff leave or projects are completed. The policy may state that when people leave staff...
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Redirection is used when: 1. A staff woman marries a man on staff. Her designation could be redirected to the husband's existing designation, or both designations could be redirected to a new designation for the couple. Read More > When contacts marry...
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Any contact (either a staff member or non-staff department/project) can be made into a designation. The contact must be created first, since the Designation tab does not appear outside of the View Contacts screen. This topic is available on video! View...
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Search Names is a field on the Personal Info Tab. Read More > Personal Info Tab This is an excellent place to put other names you want available when searching. A good example of use of this box is to import previously existing Contact IDs that cannot...