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...
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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
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...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: contact view, contacts, duplicates, contact view Potential Duplicates tab, Potential Duplicates tab, Contacts Duplicate Contacts, Duplicate Contacts
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...
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TntWare
on 16 Aug 2016
Filed under: contact view, contact view Personal Info tab, Personal Info 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 >
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: contact view, notes, contact view Notes tab, notes Notes tab
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
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TntWare
on 16 Aug 2016
Filed under: contact view, Groups tab, contact view Groups tab, groups, saved groups, Groups Groups Tab