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...
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...
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...
Mailing Address Block There are two ways to reach the Custom Address Block box. Although there are 3 address blocks (home, business, and other), only one is the <Mailing Address Block>. This is the <Preferred> mailing address. 1. Press the...
This tutorial explains the contact features by using a tutorial to add a new contact. Your ministry should have a standard format for entering names and addresses. This topic is available on video! View > Video: Adding a New Contact Adding/Editing...