Update Donor Info

re: Update Donor Info

Troy Wolbrink — Thu, 31 Dec 2020 17:35:27 GMT

Hi Jonathan, When you click "Accept", you're given the option to overwrite the existing address/phone/email, or you can add it to another slot "Other Address", "Email 2", etc. I do this all the time for the reason you mentioned.

re: Update Donor Info

Jonathan Federwitz — Tue, 29 Dec 2020 07:08:10 GMT

Is there a way to add new account info rather than simply updating/overwriting account info? I've had numerous occasions where I have a correct email address or phone number for a contact but my organization has a different email address or phone number for the same contact. I don't want to overwrite my info, but I'd like to add my organization's info as a second email address or phone number. I even recently had a case where a donor has two mailing addresses: one that they use in the summer and one that they use in the winter. I originally had the winter address, but when they sent a gift in the summer it wanted to overwrite the original address with the new address. But I didn't want to lose the original address because I know that they are both valid addresses. I solved the problem by entering it manually, but it would be nice if the update info dialogue would give the option of adding info rather than overwriting.

re: Update Donor Info

Troy Wolbrink — Fri, 04 Apr 2014 17:48:28 GMT

Hi Matt, Thanks for your suggestion regarding this. I'll definitely take it into consideration. Currently there are only three phone numbers exported from DonorWise: Preferred Phone, Mobile Phone and Spouse Mobile Phone. There are only two email addresses exported as well (one for each spouse).

re: Update Donor Info

mattmartin26 — Thu, 03 Apr 2014 19:24:41 GMT

Can we suggest / request that the Name field from Donorwise also be highlighted in the 'unreviewed' window, and allowed to be changed by clicking (just like address & email)?

Also, we noticed that beyond the first 1 or 2 phone numbers, additional numbers aren't showing up. Are not all the address, phone & email fields downloading?