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Objective Understand similarities and differences between Groups and Lookups. Overview Some information systems use custom fields to match contacts who have similar criteria. DonorWise has some user-defined fields, but offers a more powerful feature called Groups which allows a ministry to have unlimited...
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Objective 1. Explain how a Contact is assigned as a designation and be credited with donations. 2. Explain how to redirect a contact or designation or donor 3. Explain what a Related Donor is Overview A Designation [Designación] is a contact that is coded to receive donations. A designation can either...
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Objective Learn basic contact management features by entering new contacts. Overview Contact information can come to you in many forms. Some of these include: • On a donation slip or personal cheque • Conference registration forms • Staff members' TntMPD information • HR department...
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Objective Introduce the Contact Management features of DonorWise Overview God's purposes are accomplished through people. Evangelistic tools, computer systems, transportation vehicles are all helpful, but people are the means God uses, and all of the other things are what those people use. The Apostle...
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Objective Prepare DonorWise for use. Overview The setup is performed only one time, although any items can be changed in the future as needed. Walking through the overview provides you with an understanding of some of the foundational concepts of DonorWise. Reference Material System Setup Contact Tab...