DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...
All Tags » contacts (RSS)

Browse Site by Tags

Showing related tags and posts across the entire site.
  • Missing Names in Contact Search

    Updated to Version 4.1 r35 for our client, updated all workstations and the server hosting DonorWise following the upgrade guide on this website and now when doing a contact search in DonorWise some names are just question marks. Here's a picture of the issue: Edit: solved the issue by going to Tools...
    Posted to Technical Support (English) by MVI on 14 May 2024
  • Video: Resolving Duplicate Contacts

    Video: Resolving Duplicate Contacts This DonorWise reference guide video highlights 9 common reasons why contacts are duplicated in your database, then shows briefly how to REDIRECT the unwanted contact to the wanted contact. Also, a quick example of what happens when a donation is entered using a redirected...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contacts, videos, videos resolving duplicates, videos duplicates, Duplicate Contacts (video), Contacts Duplicate Contacts (video)
  • Video: Import Contacts from Excel

    Import Your Address List from Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) If you set up your initial address list in Excel, this tutorial will walk you through the steps of importing that into TntMPD. Help topic(s) related to this video...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contacts, importing, videos, contacts importing (import 2 video), videos import 2 (TntMPD side), importing contacts (import 2 video)
  • Video: Import Contacts-Setup List in Excel

    Importing Contacts: Set up your list in Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) Creating your initial address list in Excel is often easier and quicker than putting the information directly into TntMPD. This tutorial shows how to format...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contacts, importing, videos, importing contacts (import 1 video), videos import (Excel side)), contacts importing (import 1 video)
  • Video: Adding a New Contact

    Video: Adding a New Contact A quick overview of the methods and process of adding a new contact to your contact list. Help topic(s) related to this video: Read More > Adding/Editing a Contact View > DonorWise Videos < Prev Topic | Next Topic >
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: contacts, add, videos, Contacts Adding (video), Add Contacts (video), videos adding contacts
  • Marriage / Death / Termination

    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
  • "Groups" function disappear

    There are two groups in my systems. However, I will see a empty page when I want to choose the group for the contacts. anyone face this before?
    Posted to Technical Support (English) by ChunHoChoi on 8 Apr 2016
  • Re: Unusual view in contact list: One user sees "???" instead of contact name

    Hi, Bob We have had similar issue in the past. You might be able to fix the issue (per PC?) via Tools > System Setup... > Contact > Search Engine Options > Rebuild Cache button Reference: Tools > System Setup... > Contact tab DonorWise 2.0.25: Something about Everyone Contacts not showing...
    Posted to Technical Support (English) by tsanyao on 22 Dec 2015
  • DonorWise 3.x: Importing data to DonorWise

    i'm looking for spreadsheet templates for importing data into an empty DonorWise database In particular: Contacts Designation Historical Batch DonorWise has an excellent field mapping interface for importing all the above. Nonetheless, spreadsheet templates with essential columns would be helpful...
    Posted to Technical Support (English) by tsanyao on 22 Jan 2015
  • Groups Not Shown in Donorwise Contacts

    I just updated to the new Donorwise software, and now I noticed that Groups aren't shown properly. When I go under "View Contacts" and then on the Groups tab, there is nothing listed. If I go to "View Groups" and go to each group, there the contacts are listed. So it seems like...
    Posted to Technical Support (English) by Kelly Baker on 5 Jun 2014
Page 1 of 7 (140 items) 1 2 3 4 5 Next > ... Last »
© 2024 TntWare, Inc. | Privacy | Terms of Use