Video: Bank Import 2 This video continues after Bank Import 1 left off. It covers the steps related to splitting designations and assigning cross-references. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos...
Video: Bank Import 1 This video walks you through the bank import process, in particular related to splitting designations in bank gifts. Help topic(s) related to this video: Read More > Import Batches View > DonorWise Videos < Prev Topic | Next...
Video: Assessments Overview An overview of how assessments work in DonorWise, including a look at the 6 different places Assessment Schemes appear in DonorWise. Help topic(s) related to this video: Read More > Assessments View > DonorWise Videos...
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...