You can Search for a Contact to find an individual contact. This is a particularly helpful tool when you do not have complete information on a contact. Sometimes a donor will give a gift and fill out their name on the response piece in a manner that is different from the way it is already in the system...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, search contacts, Contacts Search Contacts
DonorWise allows the creation of a group of donor contacts that are related to each other. Related donors could be: Examples 1. Any set of one or more redirected contacts. Read More > Redirect Activity 2. A man and woman who are married, but give independently and (maybe) as a couple. 3. A donor who...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, related contacts, Contacts Related Contacts
A donor contact can be redirected to another contact. When a donor contact would be redirected: • A duplicate donor contact is discovered and redirected to the other one. • Two current donors get married. One contact can be redirected to the other or both redirected to a new (married) contact...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts redirect activity, redirect activity
Duplicates can easily occur in DonorWise. This topic is available on video! View > Video: Resolving Duplicate Contacts Examples • A donor has moved since their last gift and has not notified your ministry of an address change and therefore appears as a new contact. • A donor has married...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contacts, duplicates, contact view Potential Duplicates tab, Potential Duplicates tab, Contacts Duplicate Contacts, Duplicate Contacts
There are many phone number boxes. To edit the phone number, double-click inside the yellow Telephone box. Preferred Only one phone number can be selected as preferred. When there is a preferred number and a comment in the Comments field, the text will change to match the comment. Default Preferred Business...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts phone numbers, phone numbers