Video: Resolving Duplicate Contacts This DonorWise reference guide video highlights 9 common reasons why contacts are duplicated in your database, then shows briefly how to REDIRECT the unwanted contact to the wanted contact. Also, a quick example of what happens when a donation is entered using a redirected...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, videos, videos resolving duplicates, videos duplicates, Duplicate Contacts (video), Contacts Duplicate Contacts (video)
Import Your Address List from Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) If you set up your initial address list in Excel, this tutorial will walk you through the steps of importing that into TntMPD. Help topic(s) related to this video...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, importing, videos, contacts importing (import 2 video), videos import 2 (TntMPD side), importing contacts (import 2 video)
Importing Contacts: Set up your list in Excel (Note: These videos are designed for use with TntMPD, but the process for DonorWise is very similar.) Creating your initial address list in Excel is often easier and quicker than putting the information directly into TntMPD. This tutorial shows how to format...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, importing, videos, importing contacts (import 1 video), videos import (Excel side)), contacts importing (import 1 video)
Video: Adding a New Contact A quick overview of the methods and process of adding a new contact to your contact list. Help topic(s) related to this video: Read More > Adding/Editing a Contact View > DonorWise Videos < Prev Topic | Next Topic >
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, add, videos, Contacts Adding (video), Add Contacts (video), videos adding contacts
Session Marriage / Death / Termination Related Help Topics When contacts marry When contacts die When a staff member terminates Merge Staff Couple Gifts Redirect Activity Objective To understand how DonorWise handles the Contact issues created by donors or staff members getting married, die, or terminate...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts redirect activity, redirect activity, Merge Staff Couple Gifts, Contacts When contacts marry, When contacts marry