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Video: When Staff Members Marry A separate video discusses how to Redirect Designations. This one covers the unique aspects of when two single staff members get married and how to redirect the wife's (inactive) designation to the husband's (active) designation...
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Video: Resolving Duplicate Contacts This DonorWise reference guide video highlights 9 common reasons why contacts are duplicated in your database, then shows briefly how to REDIRECT the unwanted contact to the wanted contact. Also, a quick example of...
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Video: Donation Reverse and Start Over An overview of the "Reverse and Start Over" feature. This is used when a donation reversal requires a significant change, such as (a) posting in another accounting period or (b) changing the amount of the...
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Video: Donation Refunds An overview and demonstration of how to enter a donation refund. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Reversals View...
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Video: Donation Corrections An overview and demonstration of how to correct donation entries. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Reversals...
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Video: Donation Reversals An overview and demonstration of how to reverse an unwanted donation. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video: Reverse-Correct-Refund Overview View > Video: Donation Corrections...
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Video: Reverse-Correct-Refund Overview An overview of donation Reversals, Corrections, and Refunds. There are other videos for each of these topics individually. Help topic(s) related to this video: Read More > Reverse/Correct/Refund View > Video...
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In addition to the help text, there are several videos that can show you how DonorWise features and processes work. Videos: Contact Management Video: Adding a New Contact Video: Resolving Duplicate Contacts Video: Creating a Designation Video: Redirecting...
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Import Your Address List from Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) If you set up your initial address list in Excel, this tutorial will walk you through the steps of importing that...
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Importing Contacts: Set up your list in Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) Creating your initial address list in Excel is often easier and quicker than putting the information directly...
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Video: Redirecting Designations Guidelines on how to redirect designations, a step-by-step overview, and also a demonstration of the results of redirection in the batch entry screen, the designation's Gifts Received tab, the donor's Donations tab, and...
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Video: Creating a Designation This video reference guide highlights the basics of creating a new designation. It includes basic designation principles and a step-by-step demo of how a designation is created. Help topic(s) related to this video: Read More...
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Video: Creating a new Donation Batch This video walks you through the steps in creating a new donation batch. The batch example is for cash or cheque donations, not account transfer or bank imports. Help topic(s) related to this video: Read More >...
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Video: Donation Batches Overview This video is an overview of the entire donation batch process: Creation, Approval, Posting, Confirming, and Receipting. Help topic(s) related to this video: Read More > Donation Batches Read More > Creating a New...
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Video: Batch Entry Screen Overview This video gives a quick overview of the donation batch entry screen and the fields that are used in it. Help topic(s) related to this video: Read More > Creating a New Donation Batch Read More > Entering a Donation...