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...
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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
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
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...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: edit, contacts, contacts designations, designations, designations create/edit, contacts create/edit, edit designations