Ten one-page job aids for common DonorWise tasks. Condensed from the DonorWise Training Manual, these 10 sheets represent the same topics covered in the training class. While the DonorWise Training Manual contains extensive detail on specific features, these job aids are just the quick steps for each task.
- Full-colour
- Includes many screen shots
- Designed for A4, but will print on Letter-sized paper
The 10 Handy Reference Guides are:
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Adding New Contacts
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Creating a New Donation Batch
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Creating Designations
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Staff Account Transfers
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Staff Account Transfers Import Batch (for keeping your transfers in Excel and importing them monthly)
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Resolving Duplicate Contacts
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When Staff Marry
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When Contacts Die
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Close Accounting Period
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Add New Web Users (in TntMPD.DataServer)