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  • Sequence of donors in Donation Report

    When entering donations by batches, we follow a certain sequence. But when we generate the report "Donation by Designation", we found that the sequence of donors is not in the same sequence at times. Is there a way to make sure that the list of donors in the report appear the same as that when...
    Posted to Technical Support (English) by Joanna Onecircle on 26 Oct 2021
  • DonorWise - Accounting Software integration of Donor Numbers

    Our Accounting Software (Sage50) has Donor codes and Designation codes that are non-numeric. I'm trying to determine if we can retain our original codes in Sage and just have them matched up with unique DonorWise codes during each batch. For Donor Contacts, can I use the Search Names that will be...
    Posted to Technical Support (English) by Bthigpen on 14 Oct 2019
  • Multiple Designations to One Person

    We are in the long process of setting up Donorwise for our organization. We use classes in QuickBooks and are connecting them to Responsibility Centers in Donorwise. My question is in regard to Designations. Let's assume we have a field worker, "Bob Parr" who starts a ministry called "Incredibles...
    Posted to Technical Support (English) by rdagijones on 15 Aug 2018
  • Historical Batch and Old Designations

    I am preparing and old Access Database to move to Donorwise. The plan is to use the Excel templates available in the downloads section of this site and copy exported spreadsheets into the appropriate rows. After some cleaning up I think it will go quite nicely. Here's my question: I will be first...
    Posted to Technical Support (English) by rdagijones on 16 Apr 2018
  • Report by Batch and Designations

    Is there a way to modify a report so that I can get the current batch by designation? I don't always have a clean beginning and ending donation date (I enter the date on the check) to run a designation report.
    Posted to Technical Support (English) by cfranchino on 24 Mar 2017
  • Video: When Staff Members Marry

    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

    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

    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
  • Making Designations

    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

    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
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