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Handy Reference Guides



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Handy Reference Guides

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Like to have a handy document you can refer to? The DonorWise Handy Reference Guides is a packet of 10 one-page job aids covering common DonorWise tasks.

You can download the entire packet using this link. Note: The packet is formatted for A4 paper. If you are in USA/Canada/Latin America, be sure to select "Shrink oversized pages" from the Print screen.

DonorWise Handy Reference Guides

Topics included in the packet

Adding New Contacts

Resolving Duplicate Contacts

Creating a New Designation

When Staff Members Marry

When Contacts Die


Entering New Donation Batches

Entering Staff Account Transfer Batches

Staff Account Transfers (Import Batch)

Reverse/Correct/Refund Donations


Closing the Accounting Period


Manage Web Users (for TntMPD.DataServer)


Packet most recently updated: 2012-08-16



Comments on this Help Topic

Info2 wrote re: Handy Reference Guides
on 12 May 2022 8:06 PM

Download link not working

Troy Wolbrink wrote re: Handy Reference Guides
on 1 Sep 2022 9:46 PM

Here's where you can now download the Handy Reference Guides:

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