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 and have entered the “CRM and Fund Raising” modlue, You will then see four buttons in from of you, "CRM", "...
Wed, Feb 10, 2016 at 11:16 AM
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, Jan 28, 2016 at 8:23 AM
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, Jan 28, 2016 at 8:24 AM
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...
Thu, Jan 28, 2016 at 8:25 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...
Thu, Jan 28, 2016 at 8:26 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...
Thu, Jan 28, 2016 at 8:27 AM
How do I narrow down the grid to particular constituents?
You can filter the grid by any field that appears as a column on the grid. Once you click on the filter icon to the right of the column name, you can set yo...
Thu, Jan 28, 2016 at 8:27 AM