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You can Search for a Contact to find an individual contact. This is a particularly helpful tool when you do not have complete information on a contact. Sometimes a donor will give a gift and fill out their name on the response piece in a manner that is...
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DonorWise allows the creation of a group of donor contacts that are related to each other. Related donors could be: Examples 1. Any set of one or more redirected contacts. Read More > Redirect Activity 2. A man and woman who are married, but give independently...
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A donor contact can be redirected to another contact. When a donor contact would be redirected: • A duplicate donor contact is discovered and redirected to the other one. • Two current donors get married. One contact can be redirected to the...
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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...
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There are many phone number boxes. To edit the phone number, double-click inside the yellow Telephone box. Preferred Only one phone number can be selected as preferred. When there is a preferred number and a comment in the Comments field, the text will...
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Contact Any person, couple, organization, ministry, etc. who is in your database, inside or outside of the ministry. A contact may be a donor or a designation or both — or neither. Donor A contact that gives gifts; not every contact is a donor. A donor...
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Organization Contacts Organizations of many different types may be in the Contact list. Types of organizations: • Your own ministry (the "Me" contact) • Departments or ministries within your ministry (as designations receiving donations...
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The ministry tree organizes designations and ministry directors into a hierarchy for improved financial reporting, as well as for lookups and saved groups. Using the Ministry Tree Click on the Ministry Tree link on the Screens Pane. The screen shown below...
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When you first install DonorWise, you are prompted to identify your organization. It is not necessary to enter an address or other identifying information. This contact cannot also be a designation (that is, you can use your Me contact to also be the...
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When Donors Marry 1. Edit the husband's contact information to include the wife's information. 2. If the wife was also a donor, her donor contact should be redirected to her husband's contact. Read More > Redirecting Activity Redirect Activity A donor...
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The View Contacts screen will sometimes display an information box below the Name & Address Window if there is a specific note about the type of contact. Designations Tip: Click on the text to be taken to the appropriate screen. Designations highlighted...
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Import Contacts The TntMPD Guides has thorough help on importing contacts. If this page does not answer all of your questions, or you want more details on preparing an Excel file for import, you would benefit from reading the TntMPD help on this topic...
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Greetings Default greetings help customize letters and envelopes. When a custom greeting is made, that text becomes bold. Greeting No last name. Commonly used as the salutation in a letter. Salutation A greeting specifically designed for the top of a...
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Preferred Only one email address can be selected as Preferred. Clicking on an email address in the software opens the email program and starts a message. < Prev Topic | Next Topic >
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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...