Lookup Favorites Although most lookups will be used once and then not again, any Lookup can be saved as a favorite. Once a Lookup is added as a favorite, it will appear on the list in the menu. Menu Path: Lookup | Favorites | Add Current Lookup to Favorites Name (Required) Name of this item. Category...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: lookups, Favorites, Favorites Lookup Favorites, Lookups Lookup Favorites
A Saved Group is a set of contacts you have grouped together for a purpose. Members of these groups do not change except by you choosing to add or remove them. The value of a Saved Group is that it keeps a set of contacts together even if some of their attributes change, whereas a Lookup will only find...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: views, current group, groups, views Groups View, Groups View overview, Groups View, saved groups, Groups Current Group, Current Group Saved Groups, Favorites, Favorites Saved Groups, Groups Saved Groups