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)
•Closing the Accounting Period
•Manage Web Users (for TntMPD.DataServer)
Packet most recently updated: 2012-08-16