Tags are another way of categorizing and grouping your donors in ways that the normal Donor Type, Donor Source, Donor Contact Type, etc. fields cannot. Tags can be viewed, created, and permanently deleted via the Options page as shown below: However, for ease of use and to help you get the most benefit, tags can also be ...
Read MoreAt times, you may accidentally come across duplicate donor profiles. Duplicates can be created in a few different ways: Data imported from a previous system may have already had the duplicates in it The system searches for a donor based on the data they provide on an online donation form and cannot find them, so ...
Read MoreMany organizations us a Moves Management process to cultivate large donors. Donor Wrangler is here to help you stay organized as you navigate this process with potential major donors. You can learn more about the benefits of using this feature in this blog post. How to Enable the Major Moves Management Click the⚙️icon at the ...
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