DonorWise TM
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  • Making Designations

    Session Making Designations Related Help Topics Designations: Overview Designation Tab (Contact) Creating / Editing a Designation Objective Create Designations to receive gifts. Designations can be staff members, ministries, or projects. Every designation is a unique contact. Pre-requisites None Any...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contact view, edit, contacts, contact view Designation tab, contacts designations, designations, designations create/edit, contacts create/edit, edit designations
  • Potential Duplicates Tab

    Duplicates can easily occur in DonorWise. This topic is available on video! View > Video: Resolving Duplicate Contacts Examples • A donor has moved since their last gift and has not notified your ministry of an address change and therefore appears as a new contact. • A donor has married...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contact view, contacts, duplicates, contact view Potential Duplicates tab, Potential Duplicates tab, Contacts Duplicate Contacts, Duplicate Contacts
  • Personal Info Tab

    This tab contains specific items related to this contact that is not basic biographical information. Journal Name • The Journal Name is part of the description for journal items posted to the General ledger. It is set automatically when a contact is created. It is typically the first initial of...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contact view, contact view Personal Info tab, Personal Info tab
  • Notes Tab

    The <Notes> tab is a simple note pad where freeform notes can be stored. Information entered here will also display in the Notes field in the <Name & Address Bar>. < Prev Topic | Next Topic >
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contact view, notes, contact view Notes tab, notes Notes tab
  • Groups Tab (Contact View)

    The Groups Tab is used for managing a contact's membership in all Saved Groups. Read More Read More > Groups View < Prev Topic | Next Topic >
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contact view, Groups tab, contact view Groups tab, groups, saved groups, Groups Groups Tab
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