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