Constituent Grid

What is the Constituents tab?
The “constituents” tab is where you will manage your constituent records. It shows a list of all constituents with basic information for each, such as const...
Thu, Jan 28, 2016 at 8:22 AM
How do I find the Constituents page?
Once you are logged into DonorView mouse over to "Workspace". Upon hovering over it, a dropdown will appear, with the first option being "CRM...
Thu, Jul 5, 2018 at 1:25 PM
How can I search for a specific constituent?
You can search for a specific constituent by entering any text in the search field located in the upper left corner of the Constituents grid. To clear the s...
Thu, Jul 5, 2018 at 1:35 PM
Can I export constituent information?
You can export your constituent information to an Excel file by clicking on the Export to Excel button on the top right of the constituent list grid.
Thu, Jul 5, 2018 at 1:40 PM
Can I group by a certain column?
You can group by as many columns as you’d like. The columns can be dragged and dropped in the grey bar above the columns. If you need to ungroup them, you c...
Thu, Jan 28, 2016 at 8:24 AM
How can I delete a constituent?
A constituent can be deleted from the constituent grid by selecting that specific constituent and clicking on the trash can which is located on the far righ...
Tue, Jul 10, 2018 at 10:59 AM
How do I send an email to one person?
On any grid where the constituent’s email address is shown (Constituents, Gifts, Interactions, My Follow Ups, and Documents), the email address is a link th...
Thu, Jan 28, 2016 at 8:26 AM
How do I send an email to a group of people?
On each grid (Constituents, Gifts, Interactions, My Follow Ups, and Documents), there is a drop down box below the export buttons in the top right corner. F...
Tue, Jul 10, 2018 at 11:11 AM
How do I see everyone that has a certain category?
You can filter by specific categories by going to the filter on the left side of the constituent grid or the gifts grid and clicking on Categories. Once you...
Fri, Jul 13, 2018 at 11:35 AM
Can I move the columns on the grid?
Yes, you can move the columns on the grid from right to left or vice versa by dragging and dropping them. Once you see the blocked icon change to the plus i...
Thu, Jan 28, 2016 at 8:28 AM