Video: When Staff Members Marry A separate video discusses how to Redirect Designations. This one covers the unique aspects of when two single staff members get married and how to redirect the wife's (inactive) designation to the husband's (active) designation. Help topic(s) related to this video: Read...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: designations, videos, Videos When Staff Members Marry, Designations Redirecting (marriage) (video)
Video: Redirecting Designations Guidelines on how to redirect designations, a step-by-step overview, and also a demonstration of the results of redirection in the batch entry screen, the designation's Gifts Received tab, the donor's Donations tab, and the Donor's receipt. Help topic(s) related to this...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: designations, videos, Videos Redirecting Designations, Designations Redirecting (video), Videos Designations-Redirecting
Video: Creating a Designation This video reference guide highlights the basics of creating a new designation. It includes basic designation principles and a step-by-step demo of how a designation is created. Help topic(s) related to this video: Read More > Designations: Overview Read More > Creating...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: designations, videos, Designations Creating (video), Videos Create a Designation
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...
Posted to
DonorWise Help
by
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
Import Designations Designations can be created manually by selecting the contact and then associating that contact with an existing Responsibility Centre. Read More > Creating / Editing a Designation If you have many designations to add, it may be helpful to import them. There are two instances where...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: designations, Import Designations, Designations Importing