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...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: edit, contacts, contacts designations, designations, designations create/edit, contacts create/edit, edit designations
Adding Designations to the Ministry Tree Option 1: Assign designation to a ministry when the designation is created. This is optional. A designation does not need to be assigned at this time. 1. Select the ministry at the bottom of the New Designation box. Option 2: Select the ministry from the Ministry...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: designations, ministry tree, Ministry Tree Adding Designations to the Ministry Tree, Designations Adding Designations to the Ministry Tree
The Designation Tab manages the contact information specifically related to those contacts who receive gifts from donors. In DonorWise, a designation is a contact ID that receives gifts. It can be a staff member, a ministry, or a project. When a donor gives a contribution (or donation), that contribution...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contact view, contact view Designation tab, designations