Session Resolving Duplicates Related Help Topics Resolving Duplicates Objective Learn how to look for and resolve duplicate contacts Pre-requisites None Duplicates can easily occur in DonorWise. This topic is available on video! View > Video: Resolving Duplicate Contacts Examples • A donor has...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: contacts, Contacts Duplicate Contacts, Duplicate Contacts
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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DonorWise Help
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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
Session Lookups Related Help Topics Lookups Overview Tutorial: Create a Basic Lookup Successive Lookups Objective Understand the basics of contact Lookups Pre-requisites None What is a Lookup? When using the database, there will frequently be a need to view one or more contacts who share a common attribute...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, lookups, contacts lookups, Lookups Successive Lookups, Lookups Create a Basic Lookup, Create a Basic Lookup
Session Adding Contacts Related Help Topics Adding/Editing a Contact Objective Introduce the basic contact management features of DonorWise. Pre-requisites None This tutorial explains the contact features by using a tutorial to add a new contact. Your ministry should have a standard format for entering...
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DonorWise Help
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TntWare
on 16 Aug 2016
Filed under: edit contacts, edit, add contacts, contacts, add, contacts organizations, Organizations, Contacts Adding
Country Info This feature facilitates the powerful features that DonorWise employs to make it easy to use DonorWise internationally. Default Country • Which country DonorWise assumes a contact is in when entered. Mailing From Country • Which country your letters are produced in. • Addresses...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, system setup Contact tab, system setup, Contacts Contact Tab