DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...
All Tags » designations (RSS)

Browse Site by Tags

Showing related tags and posts across the entire site.

  • Designation Tab (Setup)

    Default Donation GL Account These are the accounts that will appear on the designation screen by default. Staff For donations given on behalf of staff members Non-Staff For donations given to non-staff designations such as ministries, projects, etc. Default Assessment Scheme Staff Default assessment...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: designations, system setup, System Setup Designation Tab, Designations Designation Tab

  • How to run a Summer Project

    Summer Projects are a unique type of event because of the unusual nature of the relationship between the Designations and the Responsibility Centres. In many cases, especially Staff designations, a RC will have just one designation. Some ministry RCs may have multiple designations. Summer Projects (or...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: designations, Miscellaneous Topics, Designations Project, Projects, How to run a Summer Project, Miscellaneous Topics How to run a Summer Project

  • Unknown Donors & Designations

    Unresolved Donors & Designations Unknown/Unresolved Designations are also known as <SUSPENSE>. The number of such items are in parenthesis after the item. Sometimes all of the information about a donation is not known. Rather than hold up processing of the donation, enter the donation. •...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: designations, donations, donors, donations unresolved donors, donations unresolved designations, Unresolved Donors & Designations, Donors Unresolved Donors, Designations Suspense, Designations Unresolved Designations

  • Redirecting Designations

    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

  • Designations: Overview

    What is a Designation? A designation is what a donor gives towards. It can be either a staff member or ministry or a project in which a non-staff person is participating. In order to choose a contact as a designation when entering a donation, the contact must first be set up as a designation. Designations...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: designations, overview designations, overview, designations overview

  • DonorWise 3.x: Importing data to DonorWise

    i'm looking for spreadsheet templates for importing data into an empty DonorWise database In particular: Contacts Designation Historical Batch DonorWise has an excellent field mapping interface for importing all the above. Nonetheless, spreadsheet templates with essential columns would be helpful...
    Posted to Technical Support by tsanyao on 22 Jan 2015

  • importing responsibility centers (centres)

    We have hundreds of designations. Thankfully there is an Import Designation utility. However, I understand that a responsibility center (RC) has to be created for each designation prior to import. Does this mean I will I have to manually enter each RC manually? Likewise, each Assessment Scheme has a...
    Posted to Technical Support by spschram on 17 Dec 2014

  • Re: Designation mapping to RC

    Attached a first draft of designations report. It inquires DesigView. It is sortable by Desig ID, Full Name or RcCode.
    Posted to Technical Support by tsanyao on 25 May 2011

  • Don't want donation receipts to include other receipts entries

    As I understand the system designation, 3 other receipts, is to record non donation income such as conference registrations and material sales. Because these are not donations they should not show up on the donor receipt. Is there a way to tell the system to only include donations in the receipt? Thanks...
    Posted to Technical Support by FrankSelf on 22 May 2011

  • Re: Designation mapping to RC

    There is an existing DonorWise report namely Donations and Assessments. The report lists designations and respective RC codes; however, the default report excludes designations with no assessment with no gift in specified period. Attached here a revised version that does not exclude designations with...
    Posted to Technical Support by tsanyao on 10 May 2011
Page 2 of 3 (60 items) < Previous 1 2 3 Next >
© 2024 TntWare, Inc. | Privacy | Terms of Use