Category / General Purpose Description
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* Untranslated Field Name
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Specific Field Purpose Description (if needed)
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Type of Data allowed and Maximum length
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>> Organization >> The Organization information is only used if the contact is an organization.
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Is Organization
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Whether the contact is a person or organization
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True/False or T/F
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Organization Name
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The name of the organization
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AlphaNumeric50
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Organization Contact Person
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The name of a contact at the organization
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AlphaNumeric50
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Company Main Phone
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AlphaNumeric50
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Assistant Phone
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AlphaNumeric50
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>> Primary Contact Person>> The primary contact name fields (below) are always and only used if the contact is a person. It is not used if the contact is an organization. If married, the husband's information would go here. If the husband's information is not entered, the wife's information should be here.
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Family Name
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AlphaNumeric25
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Given Name
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AlphaNumeric25
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Middle Name
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Middle names are used for second family names (maternal family name) when used
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AlphaNumeric25
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Is Deceased
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Whether they are living or not
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True/False or T/F
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Title
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Make sure these are consistent (Not - Mr., Mr, Mister)
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AlphaNumeric25
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Suffix
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Jr., Sr. III, Etc.
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AlphaNumeric25
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Gender
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1 = Married Couple, 2 = Male, 3 = Female, leave blank for an org
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Integer
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RTF Notes
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Any note about the contact
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Memo (any length)
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Search Names
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Special Nick Names (Richard = Rich, William = Bill)
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AlphaNumeric100
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>> Spouse >> If married AND the husband's information is entered in the primary area, the wife's information goes here.
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Spouse Family Name
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AlphaNumeric25
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Spouse Given Name
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AlphaNumeric25
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Spouse Middle Name
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Middle names are used for second family names (maternal family name) when used
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AlphaNumeric25
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Spouse Title
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Make sure these are consistent (Not - Mrs., Mrs, Misses)
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AlphaNumeric25
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>> Email Address >> For the primary contact
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Email 1
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AlphaNumeric200
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Email 2
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AlphaNumeric200
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Email 3
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AlphaNumeric200
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>> Home Address >> All contacts can have 3 addresses - Home, Business, and Other. Persons normally use the Home address, Organizations should use the business address. A "Mailing address" is automatically created by DonorWise when the record is imported. It will use the first address encountered in this order: home, business,other. Using the Home address fields for an organization should be accompanied by a note (RTF Notes) to explain whose address it is or what it is for.
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Home Street Address
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AlphaNumeric200
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Home City
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AlphaNumeric50
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Home State/Province
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AlphaNumeric50
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Home Country/Region
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AlphaNumeric50
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Home ZIP/Postal Code
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AlphaNumeric25
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Home Phone
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AlphaNumeric50
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Home Phone 2
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AlphaNumeric50
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Home Fax
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AlphaNumeric50
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>> Business Address >>
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Business Street Address
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AlphaNumeric200
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Business City
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AlphaNumeric50
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Business State/Province
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AlphaNumeric50
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Business Country/Region
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AlphaNumeric50
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Business ZIP/Postal Code
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AlphaNumeric25
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Business Phone
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AlphaNumeric50
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Business Phone 2
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AlphaNumeric50
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Business Fax
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AlphaNumeric50
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>> Other Address >>
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Other Street Address
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AlphaNumeric200
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Other City
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AlphaNumeric50
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Other State/Province
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AlphaNumeric50
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Other Country/Region
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AlphaNumeric50
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Other ZIP/Postal Code
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AlphaNumeric25
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Other Phone
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AlphaNumeric50
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Other Fax
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AlphaNumeric50
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>> Other phone >> These are specialized phones with the exception of Mobile phone
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Callback Phone
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AlphaNumeric50
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Car Phone
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AlphaNumeric50
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Mobile Phone
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AlphaNumeric50
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ISDN Phone
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AlphaNumeric50
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Pager Number
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AlphaNumeric50
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Primary Phone
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AlphaNumeric50
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Radio Phone
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AlphaNumeric50
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TTY/TDD Phone
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AlphaNumeric50
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Telex Phone
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AlphaNumeric50
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>> User Defined >> Other data that cannot be mapped to any field during import can be mapped to these (temporarily). These fields can be used permanently used but this is discouraged. See the System set-up Contact tab.
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User 1
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Memo
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User 2
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Memo
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User 3
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Memo
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User 4
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Memo
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>> Other Fields >> These are automatically calculated or defaulted during the import. They cannot be imported into.
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Calculated - The name fields below are formatted according to the settings entered during set-up. As a default they format according to the default settings for your country.
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Journal Name
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A short name that optionally can appear on the journal for posting to GL
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AlphaNumeric13
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Short Name
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Like 'Dave and Jeanine Baker'
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AlphaNumeric75
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Greeting
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Like 'Dave and Jeanine', Used with 'Dear'
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AlphaNumeric75
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Full Name
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Like 'Mr. and Mrs. Dave Baker'
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AlphaNumeric75
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Contact ID
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Contact ID > If you have contact IDs for existing contacts, it is recommended that you do not map them to this field during import, but allow DonorWise to create new contact IDs. This will minimized conflicts.
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Integer
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Defaulted - Defaults for the following will be set during import. They can be manually edited after import.
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This is the mailing address
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The default mailing address is set in this order: Home, Business, Other
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1 = Home, 2 = Business, 3 = Other
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Main Email
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Number 1 is assumed to be the main email during import
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AlphaNumeric200
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Main Phone
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The default main phone is set in this order: Home, Business, Other
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AlphaNumeric50
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Manual Entry Fields >> The following can be manually entered after import. See the System Set-up.
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Marital Status
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User defined - for persons only
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Gender
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User defined - for persons only
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Contact person
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User defined - for organizations only
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Organization Type
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User defined - for organizations only
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* Untranslated Field Names - If these names are translated using the DonorWise Translation module, the names will be different. All import files should be mapped to the Untranslated field names if no translation has been done, or to use the Translated field names if a translation is done.
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