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 > Video: Adding a New Contact
You can also import all of your designations if you have them in an Excel. This can be a significant time saver if you have many designations to create.
Read More > Import Designations
Creating a designation
1.To set up a designation, use the View Contacts screen.
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/4452.screens_5F00_contacts.gif)
2.Select the contact that should be made into a designation (in this example, Fernandez, Carlos y Rosa)
3.Press the <Make a designation> button.
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/1588.button_5F00_makeadesignation.gif)
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/5543.contact_5F00_desigtabblank.gif)
4.The <New Designation> box will appear.
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/6114.desig_5F00_create1.gif)
5.Fill in the appropriate information.
Contact
|
The contact's name. You can also select a different contact by searching here.
|
RC
|
Responsibility Centre this designation will be associated with. The default values will differ depending on whether this contact is a person or an organization.
|
Default Donation GL Account
|
Which type of revenue this designation will receive. The proper values are 40xx for staff and 41xx for ministries.
|
Assessment Scheme
|
What type of assessment will be incurred on contributions to this designation.
|
Global Designation Code
|
Enter a global designation code if one exists. This is the staff designation number use by the World Headquarters. Not all staff have one.
|
Designation Type
|
Select the designation type as previously established in the System Setup.
|
Ministry
|
What ministry this designation will be associated with. This step can be completed later and perhaps more easily using the Ministry Tree screen.
Read More > Ministry Tree
|
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/8306.button_5F00_ok.gif)
|
Accept this designation and go back to the Designation Tab.
|
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/4667.button_5F00_okandnew.gif)
|
Accept this designation and assign another designation.
|
Unmaking a designation
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/3288.button_5F00_unmakedesignation.gif)
Once a designation has been created, it can be "Unmade" if there are no gifts associated with it. Once a designation has gifts, it will always be a designation; to make it inactive (unable to post received gifts), you can redirect it.
Read More > Redirecting Designations
Editing a designation
Designation information can be changed on the Designation Tab.
![](/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/en.images/3554.desig_5F00_desigtab_5F00_zoom80.gif)