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 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...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: edit contacts, edit, add contacts, contacts, add, contacts organizations, Organizations, Contacts Adding
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
This tutorial explains the contact features by using a tutorial to add a new contact. Your ministry should have a standard format for entering names and addresses. This topic is available on video! View > Video: Adding a New Contact Adding/Editing a Contact 1. Select the <View Contacts> link...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: edit contacts, edit, add contacts, contacts, add, contacts organizations, Organizations, Contacts Adding