Session Marriage / Death / Termination Related Help Topics When contacts marry When contacts die When a staff member terminates Merge Staff Couple Gifts Redirect Activity Objective To understand how DonorWise handles the Contact issues created by donors or staff members getting married, die, or terminate...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts redirect activity, redirect activity, Merge Staff Couple Gifts, Contacts When contacts marry, When contacts marry
When Donors Marry 1. Edit the husband's contact information to include the wife's information. 2. If the wife was also a donor, her donor contact should be redirected to her husband's contact. Read More > Redirecting Activity Redirect Activity A donor contact can be redirected to another contact....
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts redirect activity, redirect activity, Merge Staff Couple Gifts, Contacts When contacts marry, When contacts marry