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. Here are some examples of contacts who may make up just a portion of the database: • Contacts who are donors (that is, have given a gift of any amount) • Contacts...
When a staff person terminates their staff designation should be inactivated by redirecting it. The ministry should have a clear policy about what to do in cases when staff leave or projects are completed. The policy may state that when people leave staff or a project is completed, a letter is sent to...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, termination (leaving staff), Contacts When a staff member terminates, When a staff member terminates
Redirection is used when: 1. A staff woman marries a man on staff. Her designation could be redirected to the husband's existing designation, or both designations could be redirected to a new designation for the couple. Read More > When contacts marry View > Video: When Staff Members marry 2. A...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts designations, designations, designations redirecting, contacts redirecting designations
Any contact (either a staff member or non-staff department/project) can be made into a designation. The contact must be created first, since the Designation tab does not appear outside of the View Contacts screen. This topic is available on video! View > Video: Adding a New Contact You can also import...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: edit, contacts, contacts designations, designations, designations create/edit, contacts create/edit, edit designations
Search Names is a field on the Personal Info Tab. Read More > Personal Info Tab This is an excellent place to put other names you want available when searching. A good example of use of this box is to import previously existing Contact IDs that cannot be converted to DonorWise Contact IDs. For example...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, names, search names, contacts names, searching