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# Handy Reference Guides

Like to have a handy document you can refer to? The DonorWise Handy Reference Guides is a packet of 10 one-page job aids covering common DonorWise tasks.

You can download the entire packet using this link. Note: The packet is formatted for A4 paper. If you are in USA/Canada/Latin America, be sure to select "Shrink oversized pages" from the Print screen.

DonorWise Handy Reference Guides

## Topics included in the packet

•Adding New Contacts

•Resolving Duplicate Contacts

•Creating a New Designation

•When Staff Members Marry

•When Contacts Die

•Entering New Donation Batches

•Entering Staff Account Transfer Batches

•Staff Account Transfers (Import Batch)

•Reverse/Correct/Refund Donations

•Closing the Accounting Period

•Manage Web Users (for TntMPD.DataServer)

Packet most recently updated: 2012-08-16