DonorWise
Enhanced communication with donors, enhanced ministry credibility...
Redirect Activity

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Connect with other ministries that use QuickBooks along with TntWare products such as DonorWise, DonorHub or TntConnect.

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Syndication

Redirect Activity

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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 other or both redirected to a new (married) contact.

A married person dies and the couple's contact is indicated as “deceased” and redirected to a new contact for the surviving spouse.

Redirecting a contact to another always creates a Related Contact relationship.

Read More > Related Contacts

Redirecting Designations

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

View > Video: When Staff Members marry

2.A ministry project is completed.

3.A staff person dies. If there is a surviving spouse, redirection would be to a new designation for the survivor. If there is a no survivor, the designation could be redirected to the “Refund” designation or to a general staff fund designation (provided the donor is informed of the redirection and is informed that they can receive a refund!

Read More > Deceased Contacts

4.When a person leaves your staff.

Read More > Redirecting Designations

Redirecting a donor

1.Go to the Donor Tab in the View Contacts screen.

2.Press the <Redirect activity> button.

3.Search for and select the desired contact.

Read More > Search Contacts




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