DonorWise TM
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  • 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 by rdagijones on 15 Aug 2018
  • 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
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