Report building in Donor Wrangler is quick and easy, with no knowledge of query writing required. However, there are some aspects that may not be immediately obvious. We’ve created this guide to provide you with the information you need to get up and running with your reports. Understanding Donor, Donation, and Payment Relationships Before you ...
Read MoreSome organizations have a bookkeeper on staff, while others coordinate with an outside vendor. In either case, it can be tricky if the person who is entering donations into Donor Wrangler is not the same as the person who enters donations into the accounting software (such as Quickbooks) you use. Batch ID numbers can help ...
Read MoreTags 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 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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