If this contact is not a designation, then the Gifts Received Tab will only give an option to make the contact a designation. This button is more like a hyperlink, taking you into the Designation box. From that box, you can manage all designations, not just this selected contact. If this contact is already...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contact view Gifts Received tab, Gifts Received tab
All contacts have a Donor tab. Many contacts, however, will not be Donors. A donor is any contact who has ever given a contribution to the ministry. "Make a donor" is now automated A donor, by definition, is any contact which has given a gift to your ministry. In DonorWise, however, a contact...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, donors, donors Donor tab, contact view Donor tab
The record of all donations from this donor. The display can also show redirected and related donors, as well as corrections and reversals. Read More Read More > Corrections and Reversals Read More > Redirected donors Read More > Related donors Navigation Tips • Right-click inside any...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contact view Donations tab, donations, Donations Donations Tab
The Designation Tab manages the contact information specifically related to those contacts who receive gifts from donors. In DonorWise, a designation is a contact ID that receives gifts. It can be a staff member, a ministry, or a project. When a donor gives a contribution (or donation), that contribution...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contact view Designation tab, designations
Contacts are people or organizations, and life happens; they are constantly changing. DonorWise has many built-in features designed to handle these situations: Duplicate Contacts When the same contact appears more than once in your database. Related Donor When a contact has more than one active contact...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, Contact View Common Contact Issues, Common Contact Issues