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What is the Documents grid?The Documents grid is located in the CRM module and shows a list of all documents for all constituents. This grid works similarly to other g…CRM – Documents · 1 min readWhat is the Constituents Grid?The Constituents grid is where you will manage your constituent records. It shows a list of all constituents in a grid format with basic inf…Constituents Grid · 1 min readWhat is the Pledges grid?…history information. There are two grids available, the Pledges - Details grid will display by default. The Pledges - Summary view is access…Pledges Grid · 3 min readWhat is the Gifts grid?…can icon. Actions Menu Like other grids, at the top of the Gifts grid you will find the Actions menu. It has many of the same features foun…Gifts Grid · 5 min readWhat can I do on the Member Grid?Similar to other grids in DonorView, the Member grid within the Youth Memberships module allows you to view, create, and manage member data.…Youth Members · 1 min readWhat is the Membership Pages Grid?The Membership Pages grid will allow you to create and edit your online membership pages. Any pages previously created will be displayed on…Membership Page Setup · 1 min readCan I move the columns on the grid?…s, you can move the columns on the grid from right to left or vice versa by dragging and dropping them into position. Two small markers will…Grid Features · 1 min readWhat can I do on the Membership Attendance grid?…can use the Membership Attendance grid. This grid allows you to check-in and check-out active and pending members based on a specific date.…Membership Attendance · 2 min readEvents - Details Grid OverviewThe Events - Detail grid has information about the actual event attendees. To view this grid, click on Switch to Detail at the top of the gr…Events Grid & Purchases · 3 min readVolunteer Time Tracking Grids…will be shown on the Time Tracking grids. This is because some organizations use the CRM time tracking features to track more than just volu…Volunteer Time Tracking Grid · 2 min readGifts Grid Data Fields…data fields included in the Gifts Grid. The import template will have those fields that can be imported listed horizontally. The Field Titl…Implementation & Data Conversion · 16 min readVolunteer Registrations Grid…e volunteer event page. LIke other grids you have the menus at the top of the grid: - Search - To search for a specific constituent by Name,…Volunteer Registrations · 6 min readEvents - Quickview gridThe Events - Quickview grid will show a limited amount of information about the event transaction but does include information like the name…Events Grid & Purchases · 1 min readWhat is the Memberships - Quickview Grid?The Memberships - Quickview grid allows you to quickly load simple membership data. It does not include financial information, add-ons, or f…Membership Page Setup · 3 min readHow do I filter the Site Attendance grid?The default grid on the Attendance grid is for Club or site attendance. The grid will display all your Members and you can use the Sidebar t…Attendance · 1 min readHow to Lock and Unlock Grid ColumnsOn all the main grids you are able to lock or unlock the position of a column. Locking a column will lock it in place on the left side of th…Grid Features · 1 min readAuction Bidders Grid…ction Module the “Auction Bidders” grid will allow you to see all the Constituents who have been assigned a Bidder ID for a specific Auction…Auction Pages · 2 min readWhat is the Interactions grid?The Interactions grid shows personal contact, notes, reports, and communications that you have recorded with your constituents. These intera…CRM – Interactions · 1 min readCan I save the view for the Event Attendance grid?The Event Attendance grid works slightly differently than some of the other grids in the software as there is no option to save views for th…Event Attendance Grid & Quickview · 2 min readCRM Module Time Tracking Grid…RM Module includes a Time Tracking grid which includes all the time tracking data that has been recorded. - This grid has a view builder, so…CRM Module - Volunteer Features · 1 min read